Samsung spend is up but can it offest TSMC slowing?

Samsung spend is up but can it offest TSMC slowing?
by Robert Maire on 01-17-2020 at 6:00 am

TSMC Wafer

Samsung is warming up and spending again
Samsung gave its preliminary report for Q4 and it was well better than prior muted expectations. It doesn’t take long for Samsung’s business units to respond to business trends in either direction and we have already heard of increased spending plans on the part of Samsung.… Read More


Bob Swan says Intel 7nm equals TSMC 5nm!

Bob Swan says Intel 7nm equals TSMC 5nm!
by Daniel Nenni on 12-09-2019 at 6:00 am

Bob Swan is really starting to grow on me. Admittedly, I am generally not a fan of CFOs taking CEO roles at semiconductor companies but thus far Bob is doing a great job. This comes from my outside-looking-in observations and from the people I know inside Intel, absolutely.

Bob did a fireside chat with Credit Suisse at their 23rd annual… Read More


KLAC- Very Strong Sept & Guide-Foundry up 50%- 5NM & EUV drivers- Outperforming

KLAC- Very Strong Sept & Guide-Foundry up 50%- 5NM & EUV drivers- Outperforming
by Robert Maire on 11-05-2019 at 6:00 am

  • KLAC Strong Beat on Both Sept Q & Dec Guide
  • Foundry/logic (TSMC) up 50% H2 vs H1
  • Gen 5 acceptance and 5NM rollout drive future

Strong beat in Sept results and Dec Guide
KLAC reported revenue of $1.41B and EPS of $2.48 handily beating street estimates of $1.5B and $2.20 in EPS. More importantly the company guided December to be revenues… Read More


TSMC and Samsung 5nm Comparison

TSMC and Samsung 5nm Comparison
by Scotten Jones on 05-03-2019 at 7:00 am

Samsung and TSMC have both made recent disclosures about their 5nm process and I though it would be a good time to look at what we know about them and compare the two processes.

A lot of what has been announced about 5nm is in comparison to 7nm so we will first review 7nm.

7nm
Figure 1 compares Samsung’s 7LPP process to TSMC’s 7FF and 7FFP… Read More


A Collaborative Driven Solution

A Collaborative Driven Solution
by Alex Tan on 04-11-2019 at 7:00 am

Last week TSMC announced the availability of its complete 5nm design infrastructure that enables SoC designers to implement advanced mobile and high-performance computing applications for the emerging 5G and AI driven markets. This fifth generation 3D FinFET design infrastructure includes technology files, PDKs (Process… Read More


TSMC and Semiconductors 2019 and Beyond

TSMC and Semiconductors 2019 and Beyond
by Daniel Nenni on 01-22-2019 at 7:00 am

TSMC has always been my bellwether and for 2019 I think we need to pay careful attention. Bad economic news has been spreading inside the fabless semiconductor ecosystem (tool and IP budgets have been tightening) but I think it is a bit premature. Let’s take a look at the TSMC 2018 Q4 earnings call and talk more about it in the comments… Read More


The Shape of Semiconductor Things to Come

The Shape of Semiconductor Things to Come
by Robert Maire on 10-15-2018 at 7:00 am

Given that the semiconductor industry is clearly in the midst of a down cycle (even though there are cycle deniers, also members of the flat earth society…), most investors and industry participants want to know the timing of the down cycle and the shape of the recovery as we want to know when its safe to buy the stocks again. … Read More


Live from the TSMC Earnings Call!

Live from the TSMC Earnings Call!
by Daniel Nenni on 04-17-2017 at 7:00 am

Last week I was invited to attend the TSMC earnings call at the Shangri-la Hotel in Taipei which was QUITE the experience. I generally listen in on the calls and/or read the transcripts but this was the first one I attended live. I didn’t really know what to expect but I certainly did NOT expect something out of Hollywood. Seriously,… Read More


Xilinx vs Altera Update 2017

Xilinx vs Altera Update 2017
by Daniel Nenni on 02-15-2017 at 7:00 am

I truly miss the Xilinx versus Altera war of words (competition at its finest) and competition is what makes the fabless semiconductor ecosystem truly great, absolutely. So with great disappointment I read the Intel Analyst Day transcript published by Bloomberg last week. It is attached at the bottom in case you are interested… Read More