Taiwan 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 leadership… Read More
TSMC Awards Berkeley Design Automation
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, BDA CEO,… Read More
Ecosystem: ARM versus Intel
Ecosystem 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 of the integrated… Read More
TSMC is a more profitable semiconductor company than Intel
There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More
Intel 14nm Delayed?
One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More
The Semiconductor IDM Business Model is Dead!
While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More
Wall Street Does NOT Know Semiconductors!
In my never ending quest to promote the fabless semiconductor ecosystem I cannot pass up a discouraging word about one of the oldest financial services companies. You can consult with me for $300 per hour to answer your questions about the semiconductor industry on the phone or you can buy me lunch and get it in person (lunch will probably… Read More
TSMC Financial Update Q4 2012!
The weather in Taiwan last week was very nice, not too hot but certainly not cold. The same could be said for the TSM stock which broke $16 after the October financial report where TSMC reported a sales increase of 15% over September. Revenues for this year thus far increased 19% over last year so why isn’t TSM stock at $20 like I predicted… Read More
A Brief History of TSMC
In 1985 Morris Chang was recruited by the Taiwanese government to help develop the emerging semiconductor industry. In 1986 Morris joined the Hsinchu based non profit research institute ITRI as Chairman and President and launched what would be TSMC’s first semiconductor wafer fabrication plant on the ITRI campus. Taiwan… Read More