Every morning I read the headlines from SemiWiki, CNN, LinkedIn and my Twitter feed, and it seems like every week that I read about another security breach that makes me wonder if anything online is secure. Companies try to harden their web sites, IT infrastructure and even their electronic products from being exploited or tampered… Read More
Like many others, we have often wondered why the PMOS fins on advanced microprocessors from Intel are narrower than the NMOS fins (6nm versus 8nm). This unusual dimensional difference first occurred at the 14nm node and it coincided with the introduction of Solid State Doping (SSD) of the fins at this node.
We have concluded that… Read More
In 2015 Intel acquired Altera for $16.7B changing one of the most heated rivalries (Xilinx vs Altera) the fabless semiconductor ecosystem has ever seen. Prior to the acquisition the FPGA market was fairly evenly split between Xilinx and Altera with Lattice and Actel playing to market niches in the shadows. There were also two FPGA… Read More
What does Qualcomm, Intel, and Facebook have in common? Well, for one thing they all bought network onchip communications (NoC) IP companies. As I have mentioned before, semiconductor IP is the foundation of the fabless semiconductor ecosystem and I believe this trend of acquisitions will continue. So, if you are going to start… Read More
Last week I attended the 2019 SPIE Advanced Lithography Conference. I gave two presentations, attended dozens of papers and conducted three interviews. I will be doing some detailed write ups particularly on EUV but I am waiting for the presentations from several of the papers. In the mean time I thought I would put some overall … Read More
The GLOBALFOUNDRIES story has been one of the more interesting ones inside the fabless semiconductor ecosystem. It started in 2008 when AMD announced a partnership with ATIC of Abu Dhabi to create a new joint venture company to become the world’s first truly global semiconductor foundry. On March 4[SUP]th[/SUP] of 2009 (happy… Read More
I was asked to present at Nikon’s LithoVision event again this year. LithoVision is held the day before the SPIE Advanced Lithography Conference also in San Jose. The following is a write up of my talk.… Read More
2018 was the 50th year for Intel in the semiconductor business, and their Q4 2018 conference call just happened last week, so I’ll get you all caught up on what they talked about. Bob Swan is the CFO and interim CEO, as the company continues to search for a new CEO after Brian K. was ousted for misconduct. Here’s a quick financial… Read More
ASML reported a more or less in line quarter as expected, coming in at EUR3.14B in revenues and EPS of EUR1.87. However, guidance was worse than most analysts were expecting with Q1 revenues expected to be EUR2.1B or down about one third.
This cut is something we have been talking about for a while as we have expected sharp memory CAPEX… Read More
Intel started out as a DRAM company using planar NMOS technology, then later on added EPROM and Microprocessors to the product mix. Their CPU technology enabled the dynamic growth of the PC industry starting with the IBM PC back in 1981 and continuing all of the way to this day. They long ago dropped out of the DRAM marketplace and began… Read More
