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
Tag: smic
Analog, Low-power Optimization at SMIC
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
Analog Bits and TSMC!
As a long time semiconductor IP professional I can tell you for a fact that it is one of the most challenging segments of semiconductor design. Given the growing criticality of semiconductor IP, the challenges of being a leading edge IP provider are increasing and may be at a breaking point. The question now is: What does it take to … Read More
How China can Lead in the Semiconductor Industry
Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More
The China Semiconductor Market Explained!
The overwhelming theme of the SEMI Industry Strategy Symposium in Half Moon Bay this week was China. On day number two Sunny Hui, SVP of SMIC, did one of the best overviews of the China market I have seen, absolutely. While I’m not allowed to post the presentation in its entirety I can post up to three slides (the prettiest ones) and summarize… Read More
Tuning Analog IP for High Yield at SMIC
Analog IP is more difficult to design and optimize for a given process node compared to digital IP, so any automation for analog designers is always welcome. The engineers at SMIC in China have customers that design analog IP and often they need to know how to optimize it for a specific process, so I watched a presentation by Josh Yang,… Read More
IP-SoC Rebound in 2015 !
Going to IP-SoC every year since 2006, I have enjoyed the conference as it’s the only one 100% IP focused and a very good opportunity to network within this rather small ecosystem of IP vendors… but I must admit that, since 2012, the attendance tend to be lower than before. Because of the well-known “chicken & egg” theorem, low … Read More
GlobalFoundries Visit – Part 1 – It’s All About Execution
Fabless companies and the need for foundries
The success of fabless semiconductor companies is well documented with companies such as Qualcomm, Broadcom, MediaTek, AMD, Avago and others selling semiconductors made using the fabless model (see Fabless: The Transformation of the Semiconductor Industry by Daniel Nenni and … Read More
Heard on the Street at ITF
As I said yesterday, I’m at the imec Technology Forum (ITF) in Brussels. So what have I learned from all the people that I’ve interacted with.
There were two press releases announced at a press conference yesterday. The first was that imec was expanding its relationship with Toshiba and Sandisk. This covers bringing… Read More
Semiconductor in China: Is 3rd Time a Charm?
China has recently announced extremely ambitious plans for becoming more self-sufficient in semiconductors. Today China is about 1/3 of the worldwide IC market but about 90% of that is imported. Think of something like the iPhone assembled in Shenzen with chips from TSMC, Samsung, Hynix, Toshiba/Sandisk , Micron and more (Taiwan,… Read More