Real men have fabs!

Real men have fabs!
by Claus Aasholm on 04-24-2024 at 8:00 am

Semiconductor Ecosystem

“Real men have fabs” was an insult AMD founder Jerry Sanders hurled at his poor competitors who could not afford to build fabs. A few years later, AMD would be fabless, spinning off its manufacturing facilities as GlobalFoundries. This was the beginning of a transformative period for the industry.

Lisa Su could rightfully retort:

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Podcast EP192: The Impact of SigmaSense on AI and Beyond with David French

Podcast EP192: The Impact of SigmaSense on AI and Beyond with David French
by Daniel Nenni on 11-08-2023 at 10:00 am

Dan is joined by David French, CEO of SigmaSense. David is best known for his 20-year focus on digital signal processors at Texas Instruments, and Analog Devices. In addition, he spearheaded the transition of Cirrus Logic’s business as its CEO, from a supplier of logic chips into personal computers to become a profitable… Read More


The TSMC Pivot that Changed the Semiconductor Industry!

The TSMC Pivot that Changed the Semiconductor Industry!
by Daniel Nenni on 09-11-2023 at 6:00 am

Don Brooks Interview 2000

During my research I found an interview with Don Brooks from February 2000. It was very interesting and confirmed some of the things I knew about Don and brought up a few things I did not know. It’s an hour but it is a video of Don telling his story and is definitely worth a look. One of the things that was not mentioned however is the… Read More


Former TSMC President Don Brooks

Former TSMC President Don Brooks
by Daniel Nenni on 09-04-2023 at 6:00 am

Don Brooks

Don Brooks is well known to many long time semiconductor insiders, like myself, but most SemiWiki readers have probably never heard of him. Don is a semiconductor legend and here is his story. This will be in two parts since he had a big impact on the semiconductor industry and TSMC. From 1991 to 1997 Don served as President of TSMC and… Read More


Morris Chang’s Journey to Taiwan and TSMC

Morris Chang’s Journey to Taiwan and TSMC
by Daniel Nenni on 08-14-2023 at 6:00 am

Morris Chang 2023

High volume manufacturing is a 24/7 business with 12 hour shifts. You don’t always get to pick the shifts you want and you must cover for others when they can’t. It’s a challenging career and not for the faint of heart like myself.

In the 1980s and 1990s I spent time in Japan working with some of the top Japanese semiconductor manufacturers.… Read More


Semiconductors Down in 2nd Half 2022

Semiconductors Down in 2nd Half 2022
by Bill Jewell on 11-20-2022 at 4:00 pm

Top Semiconductor Revenue 2H 2022

The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More


The Increasing Gap between Semiconductor Companies and their Customers

The Increasing Gap between Semiconductor Companies and their Customers
by Rahul Razdan on 10-19-2022 at 6:00 am

figure1 4

Semiconductors sit at the heart of the electronics revolution, and the scaling enabled by Moore’s law has had a transformational impact on electronics as well as society.   Traditionally, the relationship between semiconductor companies and their customers has been a function of the volume driven by the customer.  In very … Read More


Semiconductor Decline in 2023

Semiconductor Decline in 2023
by Bill Jewell on 09-22-2022 at 8:00 am

Semiconductor MArket Forecast 2022 1

The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More


Chip Shortage Killed the Radio in the Car

Chip Shortage Killed the Radio in the Car
by Roger C. Lanctot on 04-10-2022 at 6:00 am

Chip Shortage Killed the Radio in the Car

“In my mind and in my car, we can’t rewind we’ve gone too far.” – “Video Killed the Radio Star” – The Buggles

I discovered within days of driving home my new BMW X3 last fall that I was a victim of the much ballyhooed chip shortage. Among the features “deleted” from … Read More


CEO Interview: Tuomas Hollman of Minima Processor

CEO Interview: Tuomas Hollman of Minima Processor
by Daniel Nenni on 01-29-2021 at 6:00 am

Tuomas Hollman Minima CEO

Tuomas is an experienced senior executive, with proficiency that ranges from strategy to product development and business management. He began his semiconductor industry career at Texas Instruments, serving for 15 years in increasingly important roles, including general management and profit and loss responsibility for… Read More