The TSMC iPhone 6!

The TSMC iPhone 6!
by Daniel Nenni on 09-23-2014 at 7:00 am

Fortunately Paul McLellan and I missed IDF. Paul was atop Mt. Kilimanjaro and I was in Taiwan signing books. After reviewing the materials and watching the videos we really didn’t miss much in regards to mobile so no regrets. The Apple event would have been fun even though I won’t be buying an iPhone6 or an iWatch and I will tell you why.… Read More


Samsung Foundry Explained!

Samsung Foundry Explained!
by Daniel Nenni on 07-19-2014 at 7:00 pm

Rather than watch the World Cup battle for third place, my beautiful wife and I spent last Saturday afternoon at the CASPA Wearables Symposium. The most interesting presentation was from Samsung because it included slides on their foundry offering. In regards to wearables, I still don’t see the ROI I need to buy one, yet. We are getting… Read More


A Paradigm Shift in the Foundry Supply Chain!

A Paradigm Shift in the Foundry Supply Chain!
by Daniel Nenni on 05-16-2014 at 12:00 pm

Samsung has plenty to talk about this year at DAC. The FD-SOI partnership with STMicroelectronics for example. Also the Samsung GLOBALFOUNDRIES 14nm partnership. Thus the “Paradigm Shift in the Foundry Supply Chain” theme. Samsung is also leading the pack with giveaways!

Samsung Endorses FD-SOI!

Samsung ♥
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What is Next for GLOBALFOUNDRIES?

What is Next for GLOBALFOUNDRIES?
by Daniel Nenni on 04-04-2014 at 8:30 am

In response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed to become… Read More


TSMC (Lincoln) vs Samsung (Clinton) vs Intel (Washington)

TSMC (Lincoln) vs Samsung (Clinton) vs Intel (Washington)
by Daniel Nenni on 02-28-2013 at 9:00 am

Usually I sleep on long flights, if not, I watch movies and read. The Lincoln movie was playing on EVA Air this week which reminded me that Abraham Lincoln was one of the greatest U.S. Presidents. If I was asked to pick a U.S. President as a spokesperson for TSMC it would be Honest Abe Lincoln. Chairman Morris Chang said it best during … Read More


Intel Finally Comes Clean on 22nm SoCs!

Intel Finally Comes Clean on 22nm SoCs!
by Daniel Nenni on 09-12-2012 at 7:00 pm

Ever since Intel announced that they will leverage their advanced process technology leadership into the mobile SoC market I have expressed my doubts. I know how Intel designs their microprocessors, having worked for many of their vendors over the years and having friends at Intel who are actually doing the work. Disclaimer: … Read More


Re-defining Semiconductor Collaboration!

Re-defining Semiconductor Collaboration!
by Daniel Nenni on 07-22-2012 at 7:00 pm

GlobalFoundries did a nice response to my “How has 20nm Changed the Semiconductor Ecosystem?” and redefined the word collaboration. Our industry is plagued with sound bites and acronyms so let us agree on a semiconductor ecosystem definition of collaboration.

Mojy Chianis senior vice president, design enablement at… Read More


TSMC Financial Status Plus OIP Update!

TSMC Financial Status Plus OIP Update!
by Daniel Nenni on 07-05-2011 at 8:00 am

Interesting notes from my most recent Taiwan trip: Taiwan unemployment is at a record low. Scooters once again fill the streets of Hsinchu! TSMC will be passing out record bonuses to a record amount of people. TSMC Fab expansions are ahead of schedule. The new Fab 15 in Taichung went up amazingly fast with equipment moving in later… Read More


TSMC vs GlobalFoundries IBM Samsung

TSMC vs GlobalFoundries IBM Samsung
by Daniel Nenni on 12-05-2010 at 9:52 pm


GlobalFoundries has brought the Common Platform Alliance back from the dead!?!?!?! Good thing too as it is probably their most comprehensive weapon against TSMC and answers the single biggest question customers have at 28nm and that is; Will there be enough CAPACITY?

The Common Platform technology alliance hosted its first-ever… Read More