GLOBALFOUNDRIES UPDATE 2019

GLOBALFOUNDRIES UPDATE 2019
by Daniel Nenni on 03-04-2019 at 12:00 pm

Image RemovedThe 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]… Read More


GlobalFoundries 7nm and EUV Update!

GlobalFoundries 7nm and EUV Update!
by Daniel Nenni on 06-13-2017 at 7:00 am

Scott Jones and I had the opportunity to talk again with Gary Patton, GlobalFoundries CTO and SVP of R&D for a quick update on 7nm and EUV. Gary has been at GF for two years now with more than 500 other technologists from the IBM semiconductor acquisition. 7nm is the first IBM based process from GF (14nm was licensed from Samsung),… Read More


AMD vs Intel Update!

AMD vs Intel Update!
by Daniel Nenni on 02-04-2017 at 10:00 am

Image RemovedIs it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.

Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the … Read More


Samsung 10nm and 7nm Strategy Explained!

Samsung 10nm and 7nm Strategy Explained!
by Daniel Nenni on 04-23-2016 at 7:00 am

Image RemovedSamsung Foundry had an intimate gathering recently for 200 customers and partners that I missed, but I know several people who attended. This event was a precursor to #53DAC where Samsung has the largest foundry presence. I was able to clarify what I had heard via a phone call with Kelvin Low so here is my version of what… Read More


SoC and Foundry Update 2H 2015!

SoC and Foundry Update 2H 2015!
by Daniel Nenni on 09-01-2015 at 10:00 pm

Image RemovedImage RemovedRarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight… Read More


Samsung Foundry Debuts 10nm Wafer!

Samsung Foundry Debuts 10nm Wafer!
by Daniel Nenni on 05-22-2015 at 1:00 pm

Image RemovedThe Samsung Smart, Connected Lifestyle event was last night at the Bently Reserve in San Francisco. Getting into San Francisco was no picnic with all of the roadwork and new building construction. We even saw people drive up on the sidewalk to get around car clogs. It really was crazy but definitely worth it after seeing… Read More


Samsung Foundry Update!

Samsung Foundry Update!
by Daniel Nenni on 05-13-2015 at 11:00 pm

Image RemovedIt is hard to believe that Samsung is celebrating their 10[SUP]th[/SUP] anniversary in the foundry business this year. It certainly has not been an easy road but as of late you cannot argue with the results. Samsung is the first foundry to put 14nm silicon into smart phones, beating the #1 semiconductor company (Intel)… Read More


Samsung 14nm IS in Production!

Samsung 14nm IS in Production!
by Daniel Nenni on 02-24-2015 at 10:00 pm

Image RemovedThere is quite a debate raging on whether Samsung Foundry is truly in production at 14nm. The word amongst the fabless semiconductor ecosystem is yes and this comes from two very large fabless companies that are reportedly using Samsung for 14nm and have even started looking at Samsung 10nm. Of course you can Google… Read More


Has the Semiconductor Industry Gone Mad?

Has the Semiconductor Industry Gone Mad?
by Daniel Nenni on 02-07-2015 at 7:00 pm

Image RemovedThe weather in Taiwan last week was very strange. It was so cold I tried to turn on the heat in my hotel room only to find out it was not possible. If you want more heat they bring a portable heater because who needs central heat in Hsinchu? Even stranger is all of the media hyperbole on the next process nodes:

Intel CFO: We’reRead More


Apple’s Implications for Semiconductor

Apple’s Implications for Semiconductor
by Robert Maire on 01-29-2015 at 11:00 am

Image RemovedApple’s iPhone 6 alone represents at least 50K wafer starts/month plus the iPad (A8X). What could the Iphone 6S/7 & A9 mean? What about the iWatch? Apple is the technology and volume driver of the semiconductor industry so lets take a look at the broader implications.

If we do the math the A8 is 89mm2 and 8.47… Read More