Thisblog with a chart showing that the cost of given functionality on a chip is no longer going to fall is, I think, one of the most-read I’ve ever written on Semiwiki. It is actually derived from data nVidia presented about TSMC, so at some level perhaps it is two alpha males circling each other preparing for a fight. Or, in this… Read More
Everyone knows Moore’s Law: the number of transistors on a chip doubles every couple of years. We can take the process roadmap for Intel, TSMC or GF and pretty much see what the densities we will get will be when 20/22nm, 14nm and 10nm arrive. Yes the numbers are on track.
But I have always pointed out that this is not what drives… Read More
Four years ago, a VC friend of mine was invited to a get together with a prominent Hedge Fund Manager from the Midwest. The meeting was an arrangement between fellow Harvard Grads. The Fund Manager was looking to make investments in the valley, to diversify away from his heavily weighted financial positions. Though, not recognized… Read More
Since the last Intel logo parody went over so well here is another one! Not so much a parody in light of the recent PR from Intel that the fabless semiconductor business model is doomed. As one of the doomed little people inside the fabless ecosystem I take exception to this but I digress….
The word around Silicon Valley is that Intel … Read More
At the GSA silicon summit yesterday the first keynote was by Subramanian Iyer of IBM on Keeping Moore’s Law Alive. He started off by asking the question “Is Moore’s Law in trouble?” and answered with an equivocal “maybe.”
Like some of the other speakers during the day, he pointed out that … Read More
The first GSA Silicon Summit will address the complexity, availability and time-to-market challenges that the industry must overcome to enable low power, cost effective solutions to keep pace with Moore’s Law. With never ending customer demand of better, faster and cheaper, semiconductor manufacturers must continually… Read More
It has been a great conundrum to many of the 20[SUP]th[/SUP] century trained economists and Harvard’s Kennedy School of Government folks as to why a government led massive spending spree and Ben Bernanke’s non-stop printing presses can’t at least engender a mediocre economic recovery.
I blame 21st century Moore’s Law!
Today’s… Read More
America has received a gift whose consequence and magnitude is just now unfolding before our eyes. Taken to its limits, it may in the course of the next decade finally free us from many of our foreign entanglements while lifting the economic burdens from the working majority that has seen their wages stagnate for the past 40 years.… Read More
Ever since the TSMC OIP Forum where Dr. Shang-Yi Chiang openly asked customers, “When do you want 3D Transistors (FinFETS)?” I have heard quite a few debates on the topic inside the top fabless semiconductor companies. The bottom line, in my expert opinion, is that TSMC will add FinFETS to the N20 (20nm) process node in parallel with… Read More
One of the interesting tidbits of information to come from Intel’s October earnings call was that Brazil, a country of nearly 200M people, has moved up to the #3 position in terms of PC unit sales. This was a shock to most people and as usual brushed aside by those not familiar with the happenings of the emerging markets (i.e. the countries… Read More
