Samsung Versus TSMC Update 2022

Samsung Versus TSMC Update 2022
by Daniel Nenni on 12-02-2022 at 6:00 am

TSMC Versus Samsung

After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.

TSMC and Samsung both acknowledged that there… Read More


Intel Foundry Services Forms Alliance to Enable National Security, Government Applications

Intel Foundry Services Forms Alliance to Enable National Security, Government Applications
by Daniel Nenni on 10-24-2022 at 6:30 am

USMAG Alliance

This will be the year of the semiconductor foundry ecosystem, absolutely. Right in between the Samsung SAFE Forum and the TSMC OIP Open Ecosystem Forum, Intel Foundry Services (IFS) just announced a United States Military, Aerospace, and Government (USMAG) Alliance.

Brilliant move, of course, due to the US Government now being… Read More


Intel Lands Top TSMC Customer

Intel Lands Top TSMC Customer
by Daniel Nenni on 07-25-2022 at 2:30 am

Intel Foundry and MediaTek

Most people will be surprised by this but after working in Taiwan for many years I quite expected it. Intel Announced that MediaTek will use Intel Foundry Services for FinFET based smart edge device chips. MediaTek will start with Intel 16nm technology which originated from the legendary 22nm, the first commercial FinFET process.… Read More


Intel Foundry Services Puts PDKs in the Cloud

Intel Foundry Services Puts PDKs in the Cloud
by Daniel Nenni on 06-28-2022 at 10:00 am

Intel Foundry Services Roadmap

Intel announced today that they are partnering with cloud and EDA companies to better enable their foundry business. This is a natural extension of the Accelerator ecosystem program announced earlier. More and more chip designs are being done in the cloud and from my experience cloud based designs are better. Some companies use… Read More


How Intel will Beat Samsung

How Intel will Beat Samsung
by Daniel Nenni on 03-09-2022 at 6:00 am

Intel vs Samsung

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


Highlights of the “Intel Accelerated” Roadmap Presentation

Highlights of the “Intel Accelerated” Roadmap Presentation
by Tom Dillinger on 07-30-2021 at 6:00 am

ribbon FETs

Introduction

Intel recently provided a detailed silicon process and advanced packaging technology roadmap presentation, entitled “Intel Accelerated”.  The roadmap timeline extended out to 2024, with discussions of Intel client, data center, and GPU product releases, and especially, the underlying technologies to be … Read More


Intel’s IDM 2.0

Intel’s IDM 2.0
by Scotten Jones on 03-24-2021 at 4:00 am

Slide1 1

In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.

With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More


Intel Will Again Compete With TSMC

Intel Will Again Compete With TSMC
by Daniel Nenni on 03-23-2021 at 2:00 pm

TSMC Intel SemiWiki

New Intel CEO Pat Gelsinger is not wasting any time in changing the course of the largest semiconductor company the world has ever seen. Today he announced the IDM 2.0 strategy which will better leverage Intel’s manufacturing abilities. There is a lot to talk about here but let’s focus on the new Intel Foundry Services because the… Read More