Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
Tag: ibm
GlobalFoundries 2014: a Year of Change
GlobalFoundries at the end of 2014 is a very different company from what it was a the beginning of the year.
At the start of 2014, GF was a company with:
- a CEO in Ajit Manocha who was reputed to be just a safe pair of hands while the company found a new CEO
- several 200mm fabs in Singapore (the old Chartered fabs) running mature processes,
IEDM Advanced CMOS Technology Platform Session
First I want recognize that IEDM once again provided all of the attendees with the proceedings as soon as we arrived at the conference, in fact the proceeding included every year of IEDM back to 1955. This is how a conference should be run! Anyone who read my blog about the SPIE Advanced Lithography Conference will know how frustrating… Read More
Lead, follow, or catch the next Silicon Valley wave
What does the IoT mean for the next wave of Silicon Valley innovators? Looking at the previous waves of semiconductor economic development and the doctrine of “creative destruction” holds clues as to how this one develops and who emerges as the new leaders.
Given seven decades of progress, it may seem semiconductor firms on top … Read More
Global Foundries and IBM, More Details
Now that the dust has started to settle on the GlobalFoundries acquisition of IBM’s semiconductor business it is possible to look into another level of detail about what GlobalFoundries will be acquiring in the way of technology and IP. Of course, the deal hasn’t formally closed yet so this won’t all happen … Read More
10nm, the View from IBM
On the Cadence booth at DAC, Lars Liebmann of IBM presented on the challenges of 10nm. As he put it, how the lithography folks are keeping things very interesting for the EDA tool development engineers. Although 14nm/16nm hasn’t yet ramped into HVM, the advanced work for tools and IP has all moved to 10nm. Although Lars gave… Read More
IBM thinks neural nets in chip with 4K cores
Neural networks have been the darlings of researchers since the 1940s, but have eluded practical hardware implementations on all but a small scale, or an enormous one given how many processing elements and interconnects are needed. To make significant brain-like decisions, one needs at least several thousand fairly capable… Read More
IBM and GLOBALFOUNDRIES Deal!
An interesting deal was announced last week, another piece in the What is Next for GlobalFoundries? puzzle. IBM is sending up to 200 employees from their East Fishkill R&D facility to GF’s Malta R&D center in Saratoga County. The first thing that comes to my mind is 10nm! Considering GF is licensing Samsung 14nm, what else… Read More
TI’s Way of Strategies – Formation & Execution
For a company to stand still and continually prosper even after facing several downturns in its career of 80+ years, and still move swiftly with strong commitment and confidence, its strategy has to be right and rock solid possessing sustainable competitive advantage, and of course it has to be an early mover in everything it does… Read More
Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC
I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More