Intel vs AMD Q4 2019 Conference Calls

Intel vs AMD Q4 2019 Conference Calls
by Daniel Nenni on 02-04-2020 at 6:00 am

Intel 10nm Roadmap

Now that the dust has settled and I’m out of cronovirus quarantine let’s talk about the Intel and AMD conference calls. Unfortunately, the Intel and AMD marketing teams are still outpacing engineering so it is difficult to write something serious but I will do my best.

Spoiler Alert: Both CEOs disappoint.

First an Intel 10nm update:… Read More


Bob Swan says Intel 7nm equals TSMC 5nm!

Bob Swan says Intel 7nm equals TSMC 5nm!
by Daniel Nenni on 12-09-2019 at 6:00 am

Bob Swan is really starting to grow on me. Admittedly, I am generally not a fan of CFOs taking CEO roles at semiconductor companies but thus far Bob is doing a great job. This comes from my outside-looking-in observations and from the people I know inside Intel, absolutely.

Bob did a fireside chat with Credit Suisse at their 23rd annual… Read More


SPIE Advanced Lithography Conference – Imec and Veeco on EUV

SPIE Advanced Lithography Conference – Imec and Veeco on EUV
by Scotten Jones on 04-19-2019 at 12:00 pm

At the SPIE Advanced Lithography Conference Imec presented several papers on EUV and Veeco presented about etching for EUV masks. I had the opportunity to see the presentations and speak with some of the authors. In this article I will summarize the key issues around EUV based on this research.

EUV is ramping up into high volume 7nm… 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