Now that Intel is back in the foundry business, and with the Tower Semiconductor acquisition they are definitely back in the foundry business, Samsung will be the biggest foundry loser here.
You can break the IDM foundry business into two parts: First, and foremost, the NOT TSMC Business. Second is the the Better PPA (Power/Performance,… Read More
Let me introduce John O’Donnell, CEO of yieldHUB. After earning a degree in microelectronics John spent 18 years at Analog Devices before founding yieldHUB in 2005. If anybody knows yield it is Analog Devices having shipped billions upon billions of chips, absolutely.
SemiWiki will be digging deeper into the technology… Read More
My IC design career started out with circuit design of DRAMS, so I got to quickly learn all about transistor-level design at the number one IDM in the world, Intel at the time. In the early days, circa 1978 we circuit designers actually had few EDA tools, mostly a SPICE circuit simulator followed by manual extraction, manual netlisting,… Read More
In August I wrote an article proclaiming Score 1 for IDMs vs Fabless and discussedIntel’sannouncement of volume production of their 100G PSM4 and 100G CWDM4 transceiver products.
This week the Fabless Empire strikes back.Daniel Nenni and I attended a two-day Photonic Summit and workshop hosted by Cadence Design, PhoeniX Software… Read More
For those of you waiting with baited breath to see the Fabless community with the likes of Broadcom or Qualcomm challenge Intel in the data center space, you were just dealt a significant blow. Intel debuted their long awaited silicon photonics modules for what they called “lightning-fast” connectivity in data centers. Intel … Read More
In a consolidating semiconductor business environment and innovation in semiconductor fabrication already scaling new heights with existing strong players, where do you think the wafer capacity should concentrate? It’s pure-play foundries or pure-play-like foundries, and those who supply high-volume common components… Read More
In a balancing global economy, it’s a common phenomenon that at certain times a few sectors or segments within the sectors grow much faster compared to others. And a few companies within the growing sectors lead those sectors. Both the growing sectors and the leading companies in those sectors become the centers of attraction. … Read More
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
For any semiconductor technology node to be adopted in actual semiconductor designs, the very first step is to have a Process Design Kit (PDK) developed for that particular technology node and qualified through several design tools used in the design flow. The development of PDK has not been easy; it’s a tedious, time consuming,… Read More
