Double Digit Growth and 10nm for TSMC in 2016!

Double Digit Growth and 10nm for TSMC in 2016!
by Daniel Nenni on 12-05-2015 at 12:00 pm

Exciting times in Taiwan last week… I met with people from the Taiwanese version of Wall Street. They mostly cover the local semiconductor scene but since that includes TSMC and Mediatek they are interested in the global semiconductor market as well. They also have an insider’s view of the China semiconductor industry which is … Read More


Are FinFETs too Expensive for Mainstream Chips?

Are FinFETs too Expensive for Mainstream Chips?
by Daniel Nenni on 10-27-2015 at 7:00 am

One of the most common things I hear now is that the majority of the fabless semiconductor business will stay at 28nm due to the high cost of FinFETs. I wholeheartedly disagree, mainly because I have been hearing that for many years and it has yet to be proven true. The same was said about 40nm since 28nm HKMG was more expensive, which … Read More


SoC and Foundry Update 2H 2015!

SoC and Foundry Update 2H 2015!
by Daniel Nenni on 09-01-2015 at 10:00 pm

Rarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight up and what do I see? STARS!… Read More


TSMC Sees More Growth in 2015!

TSMC Sees More Growth in 2015!
by Daniel Nenni on 12-06-2014 at 8:00 pm

As I wait for my plane to Taiwan I’m wondering what the New Year has in store for the fabless semiconductor ecosystem. Good things I hope but to make sure let’s take another look at one of my trusted economic bellwethers (TSMC) which I’m guessing will break the $25B revenue mark this year. That is more than a 25% growth rate year… Read More


Who is REALLY Using TSMC 16FF+?

Who is REALLY Using TSMC 16FF+?
by Daniel Nenni on 11-12-2014 at 7:00 am

As I wrote last week there is a whole list of companies on LinkedIn with people working on TSMC 16nm. Today TSMC released a list of customers that have risk production 16FF+ silicon. Most of us knew this already but now we can talk about it in more detail. This is a really big deal for the FinFET doubters out there. Just because Intel had… Read More


TSMC Breaks More Records in Q3 2014!

TSMC Breaks More Records in Q3 2014!
by Daniel Nenni on 10-16-2014 at 4:00 pm

As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:

We have set a new record of revenue and profitabilityRead More


TSMC ♥ Cadence!

TSMC ♥ Cadence!
by Daniel Nenni on 10-11-2014 at 4:30 pm

One of the questions I routinely ask amongst the fabless semiconductor ecosystem is, “How are the EDA vendors doing?” There are always complaints because, let’s face it, we all like to complain. On occasion however I do hear about a vendor who goes above and beyond the call of duty and it really brightens my day.

Of late,… Read More


ARM ♥ Xilinx!

ARM ♥ Xilinx!
by Daniel Nenni on 09-28-2014 at 7:00 am

The good news is that as a part of SemiWiki we get free media passes to all of the cool conferences. The bad news is that our inboxes get flooded with announcements. ARM TechCon is next week and my delete button is on overtime but it is interesting to see who is active in conferences and who is not. In this case Xilinx is very active and Altera… Read More


Intel Versus TSMC 14nm Processes

Intel Versus TSMC 14nm Processes
by Scotten Jones on 08-13-2014 at 5:00 pm

Intel has begun to release some details on their 14nm process. I thought it would be interesting to contrast what Intel has disclosed to TSMC’s 16nm process disclosure from last year’s IEDM (TSMC calls their 14nm process 16nm).

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