It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
Tag: samsung
Can Intel be a Leading Semiconductor Foundry?
This is the third part of a series answering the most frequently asked questions I get from Wall Street. Please read the previous two articles on Intel’s Manufacturing Lead and Intel’s SoC Challenge before flaming me in the comment section. First let’s look at why there is a foundry business and go from there.
The big… Read More
Intel’s Manufacturing Lead Explained
The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More
STM FD-SOI Manufacturing Double Source: Samsung
Let’s start with apologies: when guessing that SMIC would be the 2[SUP]nd[/SUP] source foundry for ST-Microelectronics 28nm FD-SOI, I was wrong. To be honest, if I had made the assumption that Samsung was this double source, I would have generated dozen of comments, calling me “crazy blogger”…for the best. Announcing Samsung… Read More
Samsung Endorses FD-SOI!
This is probably one of the biggest stories we will cover this month, if not this year, absolutely. In partnership with STMicroelectronics, Samsung will manufacture 28nm FD-SOI chips for the fabless semiconductor community starting now. This proves without a shadow of a doubt that Samsung is serious about the foundry business.… Read More
FD-SOI : SMIC or…Who else?
In fact, as of today, nobody can refer to an official statement made by any STM executive about name of the foundry able to process FD-SOI wafers in 28nm. We just know that the agreement is about to (or has been) signed… But we may speculate, and try to use our rational thinking. For example, the Semiwiki readers had the opportunity to… Read More
Strong 2014 for Semiconductor Equipment and CapEx
Spending on semiconductor manufacturing equipment is headed for healthy growth in 2014. The latest data from SEMI and the Semiconductor Equipment Association of Japan (SEAJ) shows March 2014 three-month-average billings for semiconductor manufacturing equipment were up 16% from February 2014 and up 31% from a year ago. Bookings… Read More
GlobalFoundries Gets a 14nm Process
I went to a briefing last Tuesday where Samsung and GlobalFoundries announced that they have the same process at 14nm. Dan already wrote about itso it is old news in one sense. But I really think people underestimate its importance. In essence, reading between the lines, Samsung is licensing GF their 14nm process. This is driven … Read More
Samsung ♥ GLOBALFOUNDRIES
Had I not been briefed personally I may not have believed it. Samsung and GLOBALFOUNDRIES will work closely together on satisfying 14nm wafer demand while sharing Samsung’s FinFET secret sauce. This tells me two things: Samsung has more 14nm design wins than I had originally reported and the new GF CEO is serious about the… Read More
Carbon Design Systems – Secret of Success
Last week, after learning from the press releaseof Carbonabout its rocking sustained growth with record-breaking revenue and a thumping 46% increase in bookings, I was interested to know some more details about what drives Carbon to such an amazing performance in an EDA market that is generally prone to growth of a few percentage… Read More