GlobalFoundries Makes Pure-Play Foundry Great Again!

GlobalFoundries Makes Pure-Play Foundry Great Again!
by Daniel Nenni on 02-09-2017 at 9:00 pm

The pure-play foundry business just got stronger and so did semiconductor manufacturing in the United States. As we all know, the fabless semiconductor industry started by utilizing extra capacity from traditional semiconductor manufacturers (IDMs). However, putting your designs in the hands of a competitor is not a good … Read More


The Semiconductor IDM Business Model is Dead!

The Semiconductor IDM Business Model is Dead!
by Daniel Nenni on 07-10-2013 at 7:00 pm

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While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion… Read More


Samsung is NOT a Foundry!

Samsung is NOT a Foundry!
by Daniel Nenni on 04-01-2011 at 5:47 pm

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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:Read More