When describing the complexity of deep sub-micron systems on chip (SoCs), most engineers and their managers tend to refer to a combination of gate count, amount of embedded memory, and frequency of operation. If one’s task is to assess the complexity of the physical design effort for a given SoC, then there are numerous additional… Read More
As the traditional ASIC business disappears before our eyes with the recent divestitures and acquisitions, I have been asking questions amongst the fabless semiconductor ecosystem and am getting few answers.
Who or what is going to step in to enable start-ups and new to silicon systems companies with application specific chips?… Read More
The trade dispute between the U.S. and China continues to drag on. According to Reuters, U.S. President Donald Trump recently threatened to raise tariffs further on Chinese imports if no deal is reached. Tariffs affecting most consumer electronics imports from China are scheduled to go into effect on December 15, according to… Read More
- Its “Complicated”- A 3 way Chip Relationship
- Competing for Wafers, Moore’s Law & Love
- Who’s Competing with Whom?
- All’s Fair
The 3 way relationship is more complex than it seems
On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making them for AMD. But… Read More
TSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!
In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More
Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
In the mid 1980’s, Tommy George, then President of Motorola’s Semiconductor Sector, pointed out to me that the semiconductor revenue per unit area had been a constant throughout the history of the industry including the period when germanium transistors made up a large share of semiconductor revenue. I began tracking the numbers… Read More
Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.
Fifty years have … Read More