Intel Diversity Semiconductors

Intel Diversity Semiconductors
by Daniel Nenni on 11-12-2018 at 7:00 am

Growing up in a military family, mostly in California, I would consider my cultural diversity life experience to be more than most. I remember in the 1960s some older folks were chattering about a colored family moving into our neighborhood and they had a son my age. Imagine my excitement as a child in having a multicolored friend!… Read More


Semiconductors Become a Worldwide Business

Semiconductors Become a Worldwide Business
by Daniel Nenni on 08-24-2018 at 7:00 am

This is the twelfth in the series of “20 Questions with Wally Rhines”

Among the companies that bought a license from AT&T to produce the transistor was Sony. While the U.S. maintained its lead in technology, other countries like Japan emerged as competitors. Semiconductor manufacturing was both labor intensive… Read More


The TI Experience and Morris Chang

The TI Experience and Morris Chang
by Daniel Nenni on 06-29-2018 at 7:00 am

This is the fourth in the series of “20 Questions with Wally Rhines”

I joined Texas Instruments (TI) in 1972. Most Stanford PhD’s in my field at that time remained in the Bay Area to work for Fairchild, National Semiconductor, HP or other local companies. But TI was the largest semiconductor company and there were plenty… Read More


20 Questions with Wally Rhines

20 Questions with Wally Rhines
by Daniel Nenni on 06-08-2018 at 12:00 pm

When I first started blogging in 2009 my sound byte was, “I blog for food” and the first lunch invitation I received was from Mentor Graphics CEO Wally Rhines, we have been friends ever since. Wally has an incredible mind with a memory to match, coupled with his charm and depth of experience I would easily say that Dr. Walden… Read More


TSMC 5nm and EUV Update 2018

TSMC 5nm and EUV Update 2018
by Daniel Nenni on 01-23-2018 at 12:00 pm

The TSMC Q4 2017 earnings call transcript is up and I found it to be quite interesting for several reasons. First and foremost, this is the last call Chairman Dr. Morris Chang will participate in which signifies the end of a world changing era for me and the fabless semiconductor ecosystem, absolutely. TSMC announced his retirement… Read More


Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


TSMC: Semiconductors in the next ten years!

TSMC: Semiconductors in the next ten years!
by Daniel Nenni on 10-23-2017 at 6:00 am

The TSMC 30[SUP]th[/SUP] Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.

Here isRead More


Another Interesting Thing From TSMC!

Another Interesting Thing From TSMC!
by Daniel Nenni on 01-21-2017 at 7:00 am

As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More


The EDAC Wally Rhines Roast (video)

The EDAC Wally Rhines Roast (video)
by Daniel Nenni on 11-17-2015 at 7:00 am

Last week was the EDAC Phil Kaufman award dinner. It was much more like a roast, probably because Wally has a great sense of humor and as Aart de Geus said, “Wally is a cool cat to have a beer with…” Aart is right of course, hanging with Wally is one of my favorite work things to do.

The place was lousy with media people so I will try and add some… Read More


TSMC (Apple) Update Q2 2015!

TSMC (Apple) Update Q2 2015!
by Daniel Nenni on 07-18-2015 at 8:00 pm

The TSMC quarterly conference call was last week and of course it stirred up quite a bit of controversy. Let me share with you my experience, observations, and opinions and maybe together we can come up with an accurate prediction for 2016. First let’s take a look at 20nm and what people now call the “Apple effect.”

Correct… Read More