TSMC’s DFM Announcement

TSMC’s DFM Announcement
by glforte on 10-14-2010 at 4:00 pm

If you are a TSMC customer, no doubt you have heard TSMC is requiring lithography and planarity analysis for all 45nm designs. Their website says customers can either run it themselves, or contract TSMC services to do it. The most cost-effective way would be for the customers to run it themselves, but some might not have the resources… Read More


Effects of Inception

Effects of Inception
by glforte on 10-14-2010 at 10:00 am

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I finally got to watch the critically acclaimed sci-fi movie “Inception” last weekend and life has not been the same since. Without giving away too much detail for the benefit of those who have not watched it yet, the main plot involves dreams within dreams within dreams – three levels to be precise—to “incept” an idea into … Read More


Critical Area Analysis and Memory Redundancy

Critical Area Analysis and Memory Redundancy
by SStalnaker on 10-08-2010 at 8:08 pm

Simon Favre, one of our Calibre Technical Marketing Engineers, presented a paper on Critical Area Analysis and Memory Redundancy at the 2010 IEEE North Atlantic Test Workshop in Hopewell Junction, NY, just up the road from Fishkill. As Simon says…

Fishkill, New York. IBM is in Fishkill. IBM invented Critical Area Analysis in what,… Read More


The New Semiconductor Economy

The New Semiconductor Economy
by Daniel Nenni on 07-04-2010 at 1:29 pm

Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

In the United States: unemployment claims are up, home sales are down without… Read More


Personal Message to Carl Icahn RE: MENT

Personal Message to Carl Icahn RE: MENT
by Daniel Nenni on 06-16-2010 at 6:06 pm

According to an amended 13S filing, you now own 7.9% of Mentor Graphics, up from 6.86% disclosed on May 27th. Just what are you thinking!?!?!? Clearly you are a smart guy and you pretty much invented the game of corporate raidership, but EDA? Mentor Graphics? EDA does not need you, Mentor Graphics does not need you, I do not need you … Read More


Warning Signs for Semiconductors!

Warning Signs for Semiconductors!
by Daniel Nenni on 06-13-2010 at 9:39 pm

Federal Reserve Chairman Ben Bernanke recently testified before Congress that the U.S. economy is recovering, and he predicts the nation will not experience a double-dip recession, or as I predicted a big “V” then a small “v” in my blog: China Semiconductor Bubble.

Bill Jewel from Semiconductor Intelligence agrees with Bernanke:… Read More


Synopsys Acquires Virage Logic!

Synopsys Acquires Virage Logic!
by Daniel Nenni on 06-10-2010 at 6:16 pm

Overshadowing the acquisition of Denali by Cadence, Synopsys, the #2 semiconductor IP provider acquires Virage Logic, the #3 IP provider. Virage brings the #1 embedded SRAM, #1 BIST, #1 Logic Libraries, #1 DDR, #1 NVM, the ARC CPU cores and audio/video interface technology, and all the AMS IP from the NXP acquisition.

Under theRead More


Semiconductor Capacity Shortages 2010

Semiconductor Capacity Shortages 2010
by Daniel Nenni on 05-31-2010 at 7:25 pm

In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages… Read More


TSMC Earthquake Damage Redo

TSMC Earthquake Damage Redo
by Daniel Nenni on 04-14-2010 at 10:54 pm

As you may know I enjoy poking fun at the current state of semiconductor design and manufacture media; sloppy reporting, editors with little or no actual semiconductor experience taking corporate marketing spins on news/events and passing it along as fact.

Last week it was the EETimes parroting the Samsung foundry business pressRead More


TSMC 2011 Forecast and 28nm Update!

TSMC 2011 Forecast and 28nm Update!
by Daniel Nenni on 03-31-2010 at 10:05 pm

My visit to Taiwan last week was very encouraging. No earthquake, no typhoon, and both TSMC and UMC again posted record financial results, giving a peek into what 2011 has in store for us semiconductor professionals around the world.

A transcript from the TSMC earnings call can be foundhere, the UMC transcript is here. The TSMC transcript… Read More