GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out

GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out
by Dylan Patel on 10-06-2021 at 7:00 am

Semiconductor Manufacturing has Shifted to Asia

In 2008, Mubadala, the Abu Dhabi government owned sovereign wealth fund assisted AMD in divesting their manufacturing assets and spinning them off. They were compensated with a combination of direct payments, investments in AMD, and shares in the new firm, GlobalFoundries. The divestiture was a multi-year journey, but by 2012,… Read More


China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up

China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add Up
by Dylan Patel on 10-03-2021 at 10:00 am

China Silicon Carbide Fab 2021

China has consistently pushed large amounts of money into semiconductors via tax policy, subsidies, and loans. This has resulted in the entrance into the supply chain being sped up, but it isn’t all pretty. Wuhan Hongxin Semiconductor Manufacturing (HSMC) is the most public case of a kerfuffle. Money was raised but squandered… Read More


Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Memory Oligopoly Woes – Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future
by Dylan Patel on 09-30-2021 at 2:00 pm

DRAM Scaling 2021 SemiWiki Micron

Memory pricing and margins are at highs as industry consolidation and semiconductor shortages drive the supply demand balance completely out of whack. A common theme of the memory industry has been continued consolidation. We are at only 3 leading edge DRAM producers, and the number of NAND producers is dwindling even with the … Read More


Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business

Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business
by Daniel Nenni on 09-17-2021 at 10:00 am

Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.

The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization,… Read More


Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In
by Dylan Patel on 09-15-2021 at 10:00 am

Apple A15 SoC

Apple has been long hailed for having the best CPU cores for consumer workloads for years. They have by far the highest performance per clock and efficiency driven by performance in the same class as AMD and Intel’s best current CPUs. This was driven by breakneck gains with architectural changes every year for a decade.

Now with the… Read More


Will The China Real Estate Meltdown End The Semiconductor Shortage?

Will The China Real Estate Meltdown End The Semiconductor Shortage?
by Dylan Patel on 09-14-2021 at 6:00 am

China Realestate 2021

Real estate has fledged recently in China under new restrictions. Various local governments have put in various measures to prevent real estate speculation. These measures include halting private equity investment, restrictions on property activities such as gifting, increasing interest rates, and holding local governmentsRead More


Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts

Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
by Dylan Patel on 08-08-2021 at 6:00 am

Chinese Semiconductor Capital Equipment Overblown

China has been pumping money into the semiconductor industry like mad with subsidized loans, equity, subsidized construction costs, and tax advantages. These subsidies and investments have totaled about $200B since 2014 according to the CCP backed China Securities Journal. In addition, there are no import taxes or income … Read More