If you really want to know why I write about TSMC it is all about ego, my massive ego, absolutely. Blogs about TSMC and the foundries have always driven the most traffic and they most likely always will. Semiconductor IP is second, Semiconductor Design is third, and I don’t think that is going to change anytime soon:
SemiWiki BI: Daniel… Read More
The Samsung Smart, Connected Lifestyle event was last night at the Bently Reserve in San Francisco. Getting into San Francisco was no picnic with all of the roadwork and new building construction. We even saw people drive up on the sidewalk to get around car clogs. It really was crazy but definitely worth it after seeing the first … Read More
This will be a year of change for the fabless semiconductor ecosystem, absolutely. Last year we were wondering how Samsung Mobile was going to compete with the China clones and other low end smart phones. We now know the answer to that question thanks to the Chipworks tear down of the Galaxy S6. SemiWiki IP expert Dr. Eric Esteve blogged… Read More
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
As I have mentioned before, Paul McLellan and I are writing a book on the history of the fabless semiconductor industry. There is a preview available HERE, it will initially be sold as an e-book on SemiWiki and put into print early next year. Working with Paul McLellan and Beth Martin on this was an amazing experience. The research,… Read More
Samsung is the #1 electronics company, the #2 semiconductor company, and for 20+ years the world’s largest memory chip maker. Analysts expect Samsung to catch Intel by the year 2014. In the foundry business however Samsung is a distant #9 after more than a five year investment and here’s why:
Foundry 2010 Revenue:
(1) TSMC $13B
(2)… Read More
