In the early 1970s I was working on a PhD thesis based upon GaAs light emitting diodes, or LEDs. Many of my predecessors in the Materials Science and Engineering Department at Stanford had worked on other aspects of III-V compounds and some of them went… Read More
As if Samsung didn’t have enough to worry about with their new neighbor to the North (Korea) declaring war, Samsung 28nm is still NOT yielding. In my previous blog “Can Samsung Deliver as Promised?” I wondered what will power the new Galaxy S4 phones that Samsung has been aggressively marketing. You would think it would be a 28nm version… Read More
I must say the ARM conference gets better every year, as do the attendance numbers. More than 4,000 people showed up including 5 SemiWiki bloggers, two of which I had not yet had the pleasure of meeting.
First I have to mention my favorite vendor booth. I don’t remember what company it was but the girls in fishnet stockings giving out… Read More
TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!
Per my … Read More
Ever since the TSMC OIP Forum where Dr. Shang-Yi Chiang openly asked customers, “When do you want 3D Transistors (FinFETS)?” I have heard quite a few debates on the topic inside the top fabless semiconductor companies. The bottom line, in my expert opinion, is that TSMC will add FinFETS to the N20 (20nm) process node in parallel with… Read More
This was my first ARM TechCon, they cordially invited me as media, but it certainly was not what I expected. Making matters worse, I had literally just flown in from a very long weekend sailing in Mexico which was much more interesting and certainly made me much less tolerant of sales and marketing nonsense. My Uncle Jim lives on a sailboat… Read More
TSMC continues to drive the economic recovery with impressive Q1 numbers and an even more impressive Q2 and Q3 outlook. TSMC is my economic bellwether due to its diverse customer base and shear volume of consumer electronics silicon. The big surprise in the 1 hour Q1 conference call is a new Giga Fab (#15) ground breaking this year… Read More
