Samsung Foundry Forum & SAFE™ Forum 2022

Samsung Foundry Forum & SAFE™ Forum 2022
by Daniel Nenni on 09-16-2022 at 6:00 am

SFF SAFE GLOBAL Banner 400 400

It has been an exciting time in the semiconductor industry and the excitement is far from over. Years 2022 and 2023 will be more challenging in many different ways and live activities have just begun. The cornerstones to the semiconductor industry are the foundries so I look forward to the live foundry events coming up in October,… Read More


Does SMIC have 7nm and if so, what does it mean

Does SMIC have 7nm and if so, what does it mean
by Scotten Jones on 09-07-2022 at 10:00 am

SMIC 7nm

Recently TechInsights analyzed a Bitcoin Miner chip fabbed at SMIC and declared SMIC has a 7nm process. There has been some debate as to whether the SMIC process is really 7nm and what it means if it is 7nm. I wanted to discuss the case for and against the process being 7nm, and what I think it means.

First off, I want to say I am not going … Read More


Semiconductors Weakening in 2022

Semiconductors Weakening in 2022
by Bill Jewell on 06-18-2022 at 6:00 am

June 2022 companies

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More


Intel 4 Deep Dive

Intel 4 Deep Dive
by Scotten Jones on 06-13-2022 at 6:00 am

Figure 1

As I previously wrote about here, Intel is presenting their Intel 4 process at the VLSI Technology conference. Last Wednesday Bernhard Sell (Ben) from Intel gave the press a briefing on the process and provided us with early access to the paper (embargoed until Sunday 6/12).

“Intel 4 CMOS Technology Featuring Advanced FinFET TransistorsRead More


The New Normal for Semiconductor Manufacturing

The New Normal for Semiconductor Manufacturing
by Daniel Nenni on 05-27-2022 at 6:00 am

200mm 300mm Semiconductor Capacity

One of the recent live events I attended was the 2022 GSA Silicon Leadership Summit on May 12th at the Santa Clara Convention Center (my favorite location). This was the first GSA live event in two years so it was a must attend gathering. This event targets semiconductor ecosystem executives (200+ people attended) so there were many… Read More


Intel to present Intel 4 process at the VLSI Technology Symposium

Intel to present Intel 4 process at the VLSI Technology Symposium
by Scotten Jones on 05-20-2022 at 8:00 am

VLSI Symposium 2022 SemiWiki 1

The VLSI Symposium on Technology & Circuits will be held in Hawaii from June 12th to June 17th. You can register for the conference here.

The tip sheet for the conference has been released and one thing that caught my eye is some data from the Intel 4 paper that Intel will be presenting at the conference.

Intel’s old roadmap had 14nm,… Read More


Semiconductor Crash Update

Semiconductor Crash Update
by Daniel Nenni on 05-12-2022 at 10:00 am

Semiconductors are Capturing Electronics

Earlier this year semiconductor oracle Malcom Penn did his 2022 forecast which I covered here: Are We Headed for a Semiconductor Crash? The big difference with this update is the black economic clouds that are looming which may again highlight Malcolm’s forecasting prowess. I spent an hour with Malcolm and company on his Zoom cast… Read More


Intel and the EUV Shortage

Intel and the EUV Shortage
by Scotten Jones on 04-13-2022 at 10:00 am

Slide1

In my “The EUV Divide and Intel Foundry Services” article available here, I discussed the looming EUV shortage. Two days ago, Intel announced their first EUV tool installed at their new Fab 34 in Ireland is a tool they moved from Oregon. This is another indication of the scarcity of EUV tools.

I have been tracking EUV system production… Read More


Can Intel Catch TSMC in 2025?

Can Intel Catch TSMC in 2025?
by Scotten Jones on 04-11-2022 at 6:00 am

Slide6

At the ISS conference held from April 4th through 6th I presented on who I thought would have the leading logic technology in 2025. The following is a write up of that presentation.

ISS was a virtual conference in 2021 and I presented on who currently had logic leadership and declared TSMC the clear leader. Following that conference,… Read More


The EUV Divide and Intel Foundry Services

The EUV Divide and Intel Foundry Services
by Scotten Jones on 03-23-2022 at 10:00 am

Intel IDM 2.0 Process Roadmap
The EUV Divide

I was recently updating an analysis I did last year that looked at EUV system supply and demand, while doing this I started thinking about Intel and their Fab portfolio.

If you look at Intel’s history as a microprocessor manufacturer, they are typically ramping up their newest process node (n), in volume production… Read More