The Changing Semiconductor Foundry Landscape!

The Changing Semiconductor Foundry Landscape!
by Daniel Nenni on 01-29-2014 at 8:00 am

The foundry landscape is changing again and it is definitely something that should be discussed. There are some people, mostly influenced by Intel, that feel the foundry business has hit the wall at 20nm which couldn’t be further from the truth. After spending 30 years working in Silicon Valley, I have experienced a lot of change… Read More


TSMC projects $800 Million of 2.5/3D-IC Revenues for 2016

TSMC projects $800 Million of 2.5/3D-IC Revenues for 2016
by Herb Reiter on 01-27-2014 at 11:00 am

At TSMC’s latest earnings call held mid January 2014, an analyst asked TSMC for a revenue forecast for their emerging 2.5/3D product line. C.C. Wei, President and Co-CEO answered: “800 Million Dollars in 2016 ”. TSMC has demonstrated great vision many times before. For me, an enthusiastic supporter of this technology, this statement… Read More


Is Altera Leaving Intel for TSMC?

Is Altera Leaving Intel for TSMC?
by Daniel Nenni on 01-24-2014 at 9:00 am

Image RemovedThere is a rumor making the rounds that Altera will leave Intel and return to TSMC. Rumors are just rumors but this one certainly has legs and I will tell you why and what I would have done if I were Altera CEO John Daane. Altera is a great company, one that I have enjoyed working with over the years, but I really think they made… Read More


Intel is NOT Transparent Again!

Intel is NOT Transparent Again!
by Daniel Nenni on 01-19-2014 at 9:00 am

Image RemovedRecent headlines suggest that Intel was not transparent about some of the products they showed at the CES keynote. Intel confirmed on Friday that they used ARM-based chips for some of the products but would not say which ones. When your company’s tag line is “Intel Inside” and you hold up a product during your keynote… Read More


Intel Wafer Pricing Exposed!

Intel Wafer Pricing Exposed!
by Daniel Nenni on 12-28-2013 at 12:00 pm

Image RemovedOne of the big questions on Intel’s foundry strategy is: Can they compete on wafer pricing? Fortunately there are now detailed reports that support what most of us fabless folks already know. The simple answer is no, Intel cannot compete with TSMC or Samsung on wafer pricing at 28nm, 20nm, and 14nm.

In fact, recent reports… Read More


Can Intel Catch Samsung? Can Anybody Catch Samsung?

Can Intel Catch Samsung? Can Anybody Catch Samsung?
by Daniel Nenni on 11-08-2013 at 5:00 pm

Image RemovedAs a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission.… Read More


TSMC on Semiconductor IP Quality

TSMC on Semiconductor IP Quality
by Daniel Nenni on 11-07-2013 at 9:00 am

Image RemovedIt is important to note that the System On Chip (SoC) revolution that is currently driving mobile electronics has one very important enabling technology and that is Semiconductor Intellectual Property. Where would we be without the commercial IP market segment? Computers and phones would still be on our desks for… Read More


TSMC Continues To Fire On All Cylinders

TSMC Continues To Fire On All Cylinders
by Ashraf Eassa on 10-17-2013 at 5:03 pm

Image RemovedTaiwan Semiconductor Manufacturing Corporation is the world’s leading semiconductor foundry by revenue and, by extension, profitability. While I am deeply saddened that current CEO Morris Chang will be retiring (again) shortly, I am hopeful that his successor will be able to continue the legacy of foundry industry… Read More


TSMC Awards Berkeley Design Automation

TSMC Awards Berkeley Design Automation
by Daniel Nenni on 10-02-2013 at 11:00 am

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One of the highlights of the TSMC 2013 Open Innovation Platform® Forum was the Partner Award Ceremony. TSMC awarded Berkeley Design Automation (BDA) with the TSMC Open Innovation Platform’s Partner of the Year Award 2013 for joint development of 16nm FinFET design infrastructure. I talked with Ravi Subramanian,… Read More


Ecosystem: ARM versus Intel

Ecosystem: ARM versus Intel
by Daniel Nenni on 09-05-2013 at 2:45 pm

Image RemovedEcosystem is everything when it comes to modern semiconductor design, especially if it is mobile. The fabless semiconductor industry has been all about ecosystem since the beginning and that is why we hold supercomputers in our hands today, believe it. After the invention of the transistor in 1947, and the invention… Read More