2018 Semiconductor Year in Review

2018 Semiconductor Year in Review
by Scotten Jones on 01-04-2019 at 12:00 pm

Strong Overall Market Growth but a Slowdown Looms
After six years of single digit percentage growth in the overall semiconductor market, 2017 saw almost 22% growth and 2018 year-to-date is up roughly 17% (based on numbers published by the world semiconductor trade statistics). The big growth driver the last two years has been … Read More


Intel Q3 2018 Jibber Jabber

Intel Q3 2018 Jibber Jabber
by Daniel Nenni on 10-29-2018 at 7:00 am

This is what happens when you have a CFO acting as a semiconductor CEO, and Robert Holmes is a career CFO with zero semiconductor experience or education. Granted, no way did he write the opening statement, but it was full of jibber jabber anyway. The real disappointing jibber jabber was from our own Murthy Renduchintala on the status… Read More


SEMICON West Intel 10nm and GF 7nm Update

SEMICON West Intel 10nm and GF 7nm Update
by Daniel Nenni on 07-18-2018 at 7:00 am

SEMICON West seemed a little slow last week but maybe it was just me. I’m sure SEMI will come out with record breaking numbers but I did not see it in the exhibit hall (see the video). What I did see was hundreds of exhibitors but I had no idea what they did. San Francisco again was very congested and smelly. I talked to a friend who is in public… Read More


Standard Node Trend

Standard Node Trend
by Scotten Jones on 07-15-2017 at 4:00 pm

I have previously published analysis’ converting leading edge logic processes to “standard nodes” and comparing standard nodes by company and time. Recently updated details on the 7nm process node have become available and in this article, I will revisit the standard node calculations and trends.… Read More


AMD vs Intel Update!

AMD vs Intel Update!
by Daniel Nenni on 02-04-2017 at 10:00 am

Is it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.

Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the Paranoid Survive… Read More


TSMC 16nm, 10nm, 7nm, and 5nm Update!

TSMC 16nm, 10nm, 7nm, and 5nm Update!
by Daniel Nenni on 09-13-2016 at 4:00 pm

Word on the street is that TSMC is on schedule with 16FFC, 10nm and 7nm, which is a very big deal for the fabless semiconductor ecosystem. As Scotten Jones has illustrated in the graphic below, for the first time in the history of the semiconductor industry a pure-play foundry (TSMC) will have the process lead over Intel. And this is… Read More


Apple will NEVER use Intel Custom Foundry!

Apple will NEVER use Intel Custom Foundry!
by Daniel Nenni on 08-27-2016 at 7:00 am

The media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.

“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run forRead More


Has the Semiconductor Industry Gone Mad?

Has the Semiconductor Industry Gone Mad?
by Daniel Nenni on 02-07-2015 at 7:00 pm

The weather in Taiwan last week was very strange. It was so cold I tried to turn on the heat in my hotel room only to find out it was not possible. If you want more heat they bring a portable heater because who needs central heat in Hsinchu? Even stranger is all of the media hyperbole on the next process nodes:

Intel CFO: We’re so farRead More


Intel to Launch 10nm Chips in Early 2017?

Intel to Launch 10nm Chips in Early 2017?
by Daniel Nenni on 01-31-2015 at 7:00 am

As I have mentioned before, Intel and the foundries approach process development from different starting points. Intel is committed to Moore’s law in reducing the transistor cost by increasing the process density in a near linear fashion. The foundries on the other hand work closely with partners and customers to determine the… Read More