Who will Manufacture Apple’s Next SoC?

Who will Manufacture Apple’s Next SoC?
by Daniel Nenni on 08-07-2014 at 8:00 pm

Just to review: The brain inside the current Apple iPhone 5s is the A7 SoC manufactured by Samsung using a 28nm process. The A6 (iPhone 5) and A5 (iPhone 4s) are based on Samsung 32nm. The rest of the Apple SoCs also used Samsung processes. I think we can all now agree that the coming Apple A8 SoC (iPhone 6) will use the TSMC 20nm process.… Read More


Samsung Foundry Explained!

Samsung Foundry Explained!
by Daniel Nenni on 07-19-2014 at 7:00 pm

Rather than watch the World Cup battle for third place, my beautiful wife and I spent last Saturday afternoon at the CASPA Wearables Symposium. The most interesting presentation was from Samsung because it included slides on their foundry offering. In regards to wearables, I still don’t see the ROI I need to buy one, yet. We are getting… Read More


TSMC (TSM) is Having Another SoC Year!

TSMC (TSM) is Having Another SoC Year!
by Daniel Nenni on 06-18-2014 at 9:00 am

TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More


TSMC vs Intel vs Samsung FinFETs

TSMC vs Intel vs Samsung FinFETs
by Daniel Nenni on 06-08-2014 at 10:50 am

By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class … Read More


Motley Fools Intel Investors Again!

Motley Fools Intel Investors Again!
by Daniel Nenni on 05-22-2014 at 12:00 pm

It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More


Intel’s Manufacturing Lead Explained

Intel’s Manufacturing Lead Explained
by Daniel Nenni on 05-17-2014 at 4:00 pm

The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More


TSMC Will Own the Internet of Things!

TSMC Will Own the Internet of Things!
by Daniel Nenni on 04-27-2014 at 8:00 am

In my quest to uncover the future of the semiconductor industry I was quite impressed by the executive presentations at the TSMC Symposium last week. Rick Cassidy opened the 20[SUP]th[/SUP] Annual TSMC Technology Symposium followed by Dr. Mark Liu, Dr. Jack Sun, Dr. Cliff Hou, J.K Wang, Dr. V.J. Wu, and Suk Lee. A variety of topics… Read More


Dr. Morris Chang: A Conversation with the Chairman

Dr. Morris Chang: A Conversation with the Chairman
by Daniel Nenni on 04-24-2014 at 10:00 pm

There are moments in one’s career that are memorable beyond others, and last night was one of those moments for me, absolutely:

Stanford University President John L. Hennessy will lead a discussion with Stanford Engineering Hero Morris Chang, an innovator and entrepreneur who revolutionized the semiconductor industry by creatingRead More


What is Next for GLOBALFOUNDRIES?

What is Next for GLOBALFOUNDRIES?
by Daniel Nenni on 04-04-2014 at 8:30 am

In response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed to become… Read More


The Infamous Intel FPGA Slide!

The Infamous Intel FPGA Slide!
by Daniel Nenni on 03-11-2014 at 10:30 am

As I have mentioned before, I’m part of the Coleman Research Group so you can rent me by the hour to better understand the semiconductor industry. Most of the conversations are by phone but sometimes I do travel to the East Coast, Taiwan, Hong Kong, and China for face-to-face meetings. Generally the calls are the result of an event … Read More