IEDM 2019 – Applied Materials panel EUV Recap

IEDM 2019 – Applied Materials panel EUV Recap
by Scotten Jones on 12-23-2019 at 10:00 am

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On Tuesday night of IEDM, Applied Materials held a panel discussion “The Future of Logic: EUV is Here, Now What?”. The panelists were: Regina Freed, managing director at Applied Materials as the moderator, Geoffrey Yeap, senior director of advanced technology at TSMC, Bala Haran, director of silicon process research… Read More


AI the Matrix and Intel

AI the Matrix and Intel
by Daniel Nenni on 12-23-2019 at 6:00 am

AI Matrix Intel

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I would guess that most people have seen or at least heard of the Matrix movies but how many people can remember who vanquished the earth to begin the series? It was artificial intelligence of course which seemed pretty far fetched 20 years ago, but today not so much. In fact, for those of us in the AI know it seems quite likely… Read More


IEDM 2019 – TSMC 5nm Process

IEDM 2019 – TSMC 5nm Process
by Scotten Jones on 12-16-2019 at 10:00 am

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IEDM is in my opinion the premiere conference for information on state-of-the-art semiconductor processes. In “My Top Three Reasons to Attend IEDM 2019” article I singled out the TSMC 5nm paper as a key reason to attend.

IEDM is one of the best organized conferences I attend and as soon as you pick up your badge you are… Read More


Why is the Press Giving AMD a Free Pass?

Why is the Press Giving AMD a Free Pass?
by Daniel Nenni on 12-16-2019 at 6:00 am

Image RemovedThe Intel versus AMD rivalry is legendary amongst us Silicon Valley AARP members and is one of the reasons why the semiconductor industry is as competitive as it is today, absolutely.

AMD’s boisterous corporate culture started with AMD’s co-founder and long time CEO Jerry Sanders. Jerry was the ultimate showman … 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

Image RemovedBob 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… Read More


Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More


Top Three Reasons to Attend the Synopsys Fusion Compiler Event!

Top Three Reasons to Attend the Synopsys Fusion Compiler Event!
by Daniel Nenni on 11-22-2019 at 10:00 am

Image RemovedAs a professional semiconductor event attendee I can pretty much tell if an event will be successful by looking at the agenda. What I look for is simple, customer presentations. Not company presentations or partner presentations but actual customer case studies presented by name brand companies. For this event … Read More


2020 Semiconductor Foundry Landscape Update!

2020 Semiconductor Foundry Landscape Update!
by Daniel Nenni on 11-15-2019 at 6:00 am

Image RemovedWhen I first started working with the foundries 25 years ago I would have never imagined that I would make a career out of it, which I most certainly have. Fortunately, I recognized early on that not only are the foundries the cornerstone of the semiconductor ecosystem, they are also a very important economic bellwether,… Read More


Intel CEO Update Q4 2019

Intel CEO Update Q4 2019
by Daniel Nenni on 11-04-2019 at 6:00 am

Bob Swan started as interim CEO in June of 2018 and took the full-time CEO job in January of 2019. I was a vocal critic of the previous CEO Brian Krzanich (BK) and really felt he was not fit to serve. As it turns out I was right. It is not just the CEO himself, but also the people that he surrounds himself with. BK surrounded himself with the… Read More


AMD Intel TSMC menage a trois and the trouble with trouples

AMD Intel TSMC menage a trois and the trouble with trouples
by Robert Maire on 11-01-2019 at 10:00 am

  • Image RemovedIts “Complicated”- A 3 way Chip Relationship
  • Competing for Wafers, Moore’s Law & Love
  • Who’s Competing with Whom?
  • All’s Fair

The 3 way relationship is more complex than it seems

On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making … Read More