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


Intel’s 35% Density Advantage Claim Explored

Intel’s 35% Density Advantage Claim Explored
by Daniel Nenni on 09-20-2014 at 1:00 pm

The previous blog I did on the density difference between Intel 14nm and TSMC 20nm caused quite a stir and many interesting comments which I would like to address. After writing thousands of blogs on a wide variety of topics I have found that playing the devil’s advocate stimulates the most productive conversations and in this case… Read More


Will Intel Have a Bigger FinFET Market Share Than TSMC in 2015?

Will Intel Have a Bigger FinFET Market Share Than TSMC in 2015?
by Daniel Nenni on 08-05-2014 at 10:00 pm

Speculation is running rampant after last month’s conference call where Dr. Morris Chang, who is often referred to as “The Chairman”, commented that at 16nm TSMC will have a smaller market share than a major competitor in 2015. TSMC will however regain the FinFET lead in 2016 and 2017. Of course the blogosphere went crazy on this … Read More


Samsung Foundry Explained!

Samsung Foundry Explained!
by Daniel Nenni on 07-19-2014 at 7:00 pm

Rather than watch the World Cup battle for third place, my beautiful wife and I spent last Saturday afternoon at the CASPA Wearables Symposium. The most interesting presentation was from Samsung because it included slides on their foundry offering. In regards to wearables, I still don’t see the ROI I need to buy one, yet. We are getting… Read More


Intel 14nm Delayed Yet Again?

Intel 14nm Delayed Yet Again?
by Daniel Nenni on 07-10-2014 at 12:00 pm


This week I’m at SEMICON West with 27,000 of my closest friends. Good information, good networking, and some great rumors this year. Yesterday I heard a juicy rumor in the halls that Intel is still having 14nm yield problems. Remember, we heard a similar rumor last year and it turned out to be true. I Googled around this morning and … Read More


The Infamous Intel FPGA Slide!

The Infamous Intel FPGA Slide!
by Daniel Nenni on 03-11-2014 at 10:30 am

As I have mentioned before, I’m part of the Coleman Research Group so you can rent me by the hour to better understand the semiconductor industry. Most of the conversations are by phone but sometimes I do travel to the East Coast, Taiwan, Hong Kong, and China for face-to-face meetings. Generally the calls are the result of an event … Read More


Why Intel 14nm is NOT a Game Changer!

Why Intel 14nm is NOT a Game Changer!
by Daniel Nenni on 02-02-2014 at 10:00 am

On one hand the Motley Fool is saying, “Intel 14nm could change the game” and on the other hand the Wall Street Cheat Sheet is saying, “Intel should shut down mobile”. SemiWiki says Intel missed mobile and should look to the future and focus on wearables and in this blog I will argue why.

Let’s look back to 2009 when Intel and TSMC signed… Read More


TSMC Responds to Intel’s 14nm Density Claim!

TSMC Responds to Intel’s 14nm Density Claim!
by Daniel Nenni on 01-21-2014 at 9:30 pm

TSMC responded to Intel’s 14nm density advantage claim in the most recent conference call. It is something I have been following closely and have written about extensively both publicly and privately. Please remember that the fabless semiconductor ecosystem is all about crowd sourcing and it is very hard to fool a crowd of semiconductor… Read More


No Mention of 14nm at the 2013 Intel Developer Forum?

No Mention of 14nm at the 2013 Intel Developer Forum?
by Daniel Nenni on 08-19-2013 at 5:00 pm

Yes, I will be going to IDF again this year, even though it is the same day as the Apple new product announcement. As a born again Apple Fan that is really saying something but Intel has done a great job of motivating the fabless semiconductor ecosystem and I thank them for that.

Unfortunately, noticeably missing from the IDF presentation… Read More