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
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
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
There are moments in one’s career that are memorable beyond others, and last night was one of those moments for me, absolutely:
Stanford University President John L. Hennessy will lead a discussion with Stanford Engineering Hero Morris Chang, an innovator and entrepreneur who revolutionized the semiconductor industry by creating… Read More
TSMC doesn’t just sell wafers, it sells trust. It’s the Colgate Ring of Confidence for fabless customers. This focus on trust started at the very beginning when Morris Chang founded TSMC over 25 years ago, and still today trust remains an essential part of their business.
When TSMC started, the big thing it brought … Read More
TSMC responded to Intel’s 14nm density advantage claim in the most recent conference call. It is something I have been following closely and have written about extensively both publicly and privately. Please remember that the fabless semiconductor ecosystem is all about crowd sourcing and it is very hard to fool a crowd of semiconductor… Read More
The foundry executive shuffle continues at Samsung, GlobalFoundries, and TSMC. Some expected, some not, the needs of the many outweigh the needs of the few. As I have mentioned before I have no inside knowledge as to who will be named as Dr. Morris Chang’s successor but here is my candidate for the next TSMC CEO.
First, the executive… Read More
For 19 years GSA (presumably going back to the days when it was Fabless Semiconductor Association, FSA) has recognized public and private semiconductor companies. The awards are celebrated at a dinner. This year’s dinner is on Thursday December 12th at the Santa Clara Convention Center. The keynote speaker at the dinner… Read More
If you want to know why I have written so much about TSMC in the past five years here it is: TSMC executives are approachable, personable, answer questions straight on, and have yet to lead me astray. If you want an example of this read the Chairman’s comments on the TSMC Q1 2013 earnings call transcript.
“On 16-nanometer FinFET, we … Read More
The weather in Taiwan last week was very nice, not too hot but certainly not cold. The same could be said for the TSM stock which broke $16 after the October financial report where TSMC reported a sales increase of 15% over September. Revenues for this year thus far increased 19% over last year so why isn’t TSM stock at $20 like I predicted… Read More