The semiconductor foundry landscape changed in 2018 when GLOBALFOUNDRIES and Intel paused their leading edge foundry efforts. Intel quietly told partners they would no longer pursue the foundry business and GF publicly shut down their 7nm process development and pivoted towards existing process nodes while trimming headcount… Read More
The GLOBALFOUNDRIES story has been one of the more interesting ones inside the fabless semiconductor ecosystem. It started in 2008 when AMD announced a partnership with ATIC of Abu Dhabi to create a new joint venture company to become the world’s first truly global semiconductor foundry. On March 4[SUP]th[/SUP] of 2009 (happy… Read More
IEDM is a premier semiconductor conference so it was certainly appropriate for Samsung to do the keynote since they are the largest and one of the most innovative semiconductor companies in the world, absolutely.
Samsung is also one of the more interesting semiconductor companies since they do it all: chip design, semiconductor… Read More
We have been on a roller coaster ride of on again off again trade talk between China and the US. It is unclear where we are on a day by day basis but of late it appears that we are not seeing a lot of progress and some progress we thought we had made may not have actually happened.… Read More
Although the rejection of the Lattice deal was expected, it none the less has an impact on a number of dynamics in the chip industry and further M&A and consolidation. Freezing out China removes a “catalyst” in the market which help bid up values and add fear to both potential targets or those left out. Cross border… Read More
Despite the strong consolidation in the semiconductor industry, the Design IP market is still growing: from $3 billion in 2015 to $3.4 billion in 2016. That’s why the DAC IP Committee has organized this panel, titled “The IP Paradox: Growing Business Despite Consolidations” (you can see more on the events page: https://dac.com/events… Read More
SEMICON Southeast Asia was held this week in Penang, Malaysia. Over 6500 people attended the conference to learn about the latest trends and equipment in semiconductor manufacturing.
Dr. Dan Tracy, Senior Director Industry Research and Statistics at SEMI, presented an optimistic outlook for the semiconductor equipment market… Read More
China has long been the largest market for semiconductors, accounting for over 50% of the global market for the last five years. China is now on track to become the largest semiconductor manufacturer in the next few years. The chart below shows China’s integrated circuit (IC) industry from 2010 to 2016, according to the China Semiconductor… Read More
As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More
Talking with actual IC designers is always fascinating to me, because these engineers are the unsung heroes that enable our modern day world of consumer and industrial electronics. Too often we only hear from the CEO or other C-level executives in the press about their own companies, products, services and vision. I recently had… Read More