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


Another Interesting Thing From TSMC!

Another Interesting Thing From TSMC!
by Daniel Nenni on 01-21-2017 at 7:00 am

As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More


Is AMD for Sale?

Is AMD for Sale?
by Daniel Nenni on 09-06-2016 at 4:00 pm

AMD has been artificially pumping up their stock of late so the question I have is; why? What is with the short term strategy? The only answer that I deem noteworthy is that AMD is trying to get acquired and there is a strong case emerging to support that. Also note that AMD CEO Lisa Su is currently the largest single AMD stock holder which… Read More


Intel 2015 Analyst Meeting Debunked!

Intel 2015 Analyst Meeting Debunked!
by Daniel Nenni on 11-22-2015 at 7:00 am

Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.

Coincidentally, one of my Intel friends insists that Intel is number one … Read More


Motley Fooled by FinFETs!

Motley Fooled by FinFETs!
by Daniel Nenni on 04-28-2015 at 10:00 pm

There was an article on Motley Fool recently detailing Intel’s 14nm FinFETs and comparing them to TSMC. Unfortunately the author has zero semiconductor education or experience even though he writes with authority on all things semiconductor. He also has no shame in using outdated papers from conferences he did not even… Read More


Samsung 14nm IS in Production!

Samsung 14nm IS in Production!
by Daniel Nenni on 02-24-2015 at 10:00 pm

There is quite a debate raging on whether Samsung Foundry is truly in production at 14nm. The word amongst the fabless semiconductor ecosystem is yes and this comes from two very large fabless companies that are reportedly using Samsung for 14nm and have even started looking at Samsung 10nm. Of course you can Google for stories by… Read 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


The Legacy of Intel CEOs

The Legacy of Intel CEOs
by Daniel Nenni on 12-24-2014 at 9:00 am

A list of the best and worst CEOs in 2014 was recently published. The good news is that none of our semiconductor CEOs were on the worst list. The bad news is that none of our semiconductor CEOs were on the best list either. Over the holidays I will be writing about the CEOs that made our industry what it is today starting with the largest… Read More


Who is Using Samsung 14nm?

Who is Using Samsung 14nm?
by Daniel Nenni on 11-09-2014 at 7:00 am

As I have mentioned before, there are very few secrets in Silicon Valley. Just last week I was minding my own business at a Starbucks when I overheard two engineers complaining about Samsung 14nm shuttles being delayed. They had badges on but I won’t out them because it could have easily been any of the fabless companies in Silicon … Read More


Let the FinFET Yield Controversy Begin!

Let the FinFET Yield Controversy Begin!
by Daniel Nenni on 11-03-2014 at 8:00 am

It never ceases to amaze me how people point fingers and create controversy to cover their mistakes. It happened at 40nm, 28nm, and again at 20nm and now it is time for the regularly scheduled yield controversy. Of course any conversation about semiconductor yield generates clicks for SemiWiki so I’m happy to play along.

It generally… Read More