Last Monday Daniel Nenni and I had a conference call with Jason Gorss and Shubhankar Basu of Global Foundries to get an update on their 14nm process. Shubhankar is the product line manager for 14nm.
Global Foundries 14nm process is a FinFET on bulk process they licensed from Samsung and both companies supply the same process although… Read More
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report: … Read More
In the first part of this article I wrote about four types of costs which must be considered when an IP goes through design differentiation, customization, characterization, and selection and evaluation for acquisition. In this part of the article, I will discuss about the other five types of costs which must be considered to enhance… Read More
There was a time when design goals were decided in the beginning, targeted on a particular technology node, design planning done for the same, and implementation done through point tools connected indesign flows customized according to the design. It’s no longer the case for modern SoC designs; there are multiple technology … Read More
In more than 30 years of semiconductors, we have seen many technology-induced disruptions in our ecosystem, be it healthcare, consumer, mobile, aerospace, or any other field for that matter. To name a few are portable healthcare devices at much lower prices, video conferencing over internet that reduced the need of physical … Read More
Last week it was the formal opening of Samsung’s new office building in North San Jose. They have brought together all of semiconductor device solutions in a huge new office building. The building can hold 2000 people. Samsung Device Solutions consists of:
Dr OH Kwan, the CEO of Samsung Electronics,… Read More
The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were slow to adjust… Read More
Stocks in the semiconductor equipment space continue to fall only this time along with the broad market. We had recently pointed out that LRCX was the last to fall among the large cap companies in the space but now the question becomes when have they fallen enough to say its over, and which stocks have more to fall……
ASML… Read More
Verification complexity and volume has always been on the rise, taking significant amount of time, human, and compute resources. There are multiple techniques such as simulation, emulation, FPGA prototyping, formal verification, post-silicon testing, and so on which gain prominence in different situations and at different… Read More
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
