Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
Tag: robert maire
The Apple A9 Samsung & TSMC Love Triangle
The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…
Act I Scene I…The stage is set….
We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More
Intel NOT Inside Sematech?
Rumor that Intel has quit Sematech confirmed by website?
Potential industry impact-
Is this a consolidation by-product?
Do we need a trade group?
Does it benefit Intel?
We have heard from several sources over the last few days that Intel has quit Sematech, the semiconductor industry trade group focused on technology development… Read More
ASML ASyMptotic progress- When will we get to EUV?
- ASML making progress – but is it fast enough?
- ASML has missed 10nm , can it catch 7nm? An economic question
- Day one at SPIE- Better tone than last year but still cautious
1000 simulated wafers versus 700 simulated
At the opening of the SPIE conference ASML announced that TSMC had reached 1000 wafers a day “exposed”… Read More
GlobalFoundries did NOT Pull the Emergency Brake!
Barron’s again published an unsubstantiated semicondutor rumor that is making the rounds. It all started with a Christmas day blog by Robert Maire who is a long time semiconductor analyst. Please note that he is not a semiconductor professional (someone who actually works in the industry) but he certainly does know people who … Read More