The big news in Taiwan last week was another increase in TSMC capital expenditures to $9B in 2013. That number could grow however. Last year TSMC CAPEX was set at $6B and ended up at $8.3B due to rapid 28nm capacity expansion and an accelerated 20nm program. 2013 will be all about FinFETs and manufacturing Apple SoCs so $9B may not cover… Read More
Reports out of Taiwan (I’m in Hsinchu this week) have TSMC more than doubling 28nm wafer output in Q3 2012 due to yield improvements and capacity increases while only spending $3.6B of the $8.5B forecasted CAPEX! Current estimates have TSMC 28nm capacity at 100,000 300mm wafers (+/- 10%) per month versus 25,000 wafers reported… Read More
We all knew this quarter would be big but maybe not this big. Not all good news though so keep on reading. The news coverage is all over the map, mostly because they have no idea what a pure-play foundry really is. They also underestimate the power of mobile computing which should be a “Revenue by Application” market segment itself. … Read More
For a small company, Solido has some very large customers and partners, TSMC being on of them. Why? Because of the high yield and memory performance demand on leading edge technologies, that’s why.
Much has been made of and will continue to be said on the march of Moore’s Law. While economics of scale and performance vs. power… Read More
Having spent a considerable amount of time with Solido, they were one of the founding members of SemiWiki, I can tell you that at 20nm the Variation Designer Platform is a critical part of the emerging 20nm design methodology. You can read more on Solido’s SemiWiki landing page HERE. It is well worth the click.
With technology… Read More
What’s new at Cadence? Quite a bit actually. I have always been a Cadence fan, I mean really, they gave birth to modern EDA. Unfortunately, Cadence really lost me during the Avant! legal action, the Mike Fister years, and EDA360. Recently, however, Cadence has made some big changes that will definitely get them back on my good side.… Read More
TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!
Per my … Read More
This is common knowledge in Taiwan but apparently the guys over at SemiAccurate.com did not get the memo. I hear a name change is in the works: www.RarelyAccurate.com. Remember, these are the same clairvoyants who said TSMC shut down 28nm which as we now know is absolutely false. The QCOM elite stay at the Hsinchu Royal Hotel which… Read More
Once again industry professionals get duped! Tabloid journalism runs amok inside the semiconductor ecosystem! As if our industry does not face enough challenges, why are we wasting time on drivel like this? This is a TSMC 28nm wafer by the way and thousands of them are being shipped around the world, believe it.
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