TSMC Sets the Stage for a Great 2021!

TSMC Sets the Stage for a Great 2021!
by Daniel Nenni on 10-16-2020 at 10:00 am

TSMC Revenue Analysis 2020

TSMC is the bellwether for not just the semiconductor industry but the worldwide economy. TSMC makes semiconductors, semiconductors are where electronics begin and electronics are the foundation of modern life, absolutely.

Apple is also a key economic indicator and as we all know Apple is a strategic partner of TSMC. The Apple… Read More


Alchip moves from TSMC 7nm to 5nm!

Alchip moves from TSMC 7nm to 5nm!
by Daniel Nenni on 08-20-2020 at 10:00 am

Alchip 5nm TSMC

While Alchip is speeding its way down the TSMC process technology roadmap I am reminded how important services are to the semiconductor ecosystem. We can thank ASIC companies like Alchip for the heavy investment systems companies have made into semiconductors. We covered this in our book “Fabless: The Transformation of the SemiconductorRead More


TSMC COVID-19 and Double Digit Growth in 2020

TSMC COVID-19 and Double Digit Growth in 2020
by Daniel Nenni on 04-17-2020 at 10:00 am

Mark Liu CC Wei TSMC


TSMC has had an incredible run since its founding in 1987 which spans most of my 36 year semiconductor career. Even in these troubled times TSMC is a shining bellwether with double digit growth expectations while the semiconductor industry will be flat or slightly down. Let’s take a close look at the TSMC Q1 2020 conference call and… Read More


TSMC’s 5nm 0.021um2 SRAM Cell Using EUV and High Mobility Channel with Write Assist at ISSCC2020

TSMC’s 5nm 0.021um2 SRAM Cell Using EUV and High Mobility Channel with Write Assist at ISSCC2020
by Don Draper on 03-06-2020 at 6:00 am

Fig. 1 Semiconductor Technology Application Evolution

Technological leadership has long been key to TSMC’s success and they are following up their leadership development of 5nm with the world’s smallest SRAM cell at 0.021um 2 with circuit design details of their write assist techniques necessary to achieve the full potential of this revolutionary technology. In addition to their… Read More


TSMC Unveils Details of 5nm CMOS Production Technology Platform Featuring EUV and High Mobility Channel FinFETs at IEDM2019

TSMC Unveils Details of 5nm CMOS Production Technology Platform Featuring EUV and High Mobility Channel FinFETs at IEDM2019
by Don Draper on 02-05-2020 at 10:00 am

Diagram of BEOL metallization comparing EUV vs. immersion photolithography

Back in April, 2019, TSMC announced that they were introducing their 5 nm technology in risk production and now at IEDM 2019 they brought forth a detailed description of the process which has passed 1000 hour HTOL and will be in high volume production in 1H 2020.  This 5nm technology is a full node scaling from 7nm using smart scaling… Read More


TSMC Q4 2019 “2020 Bellwether” Conference Call Summary

TSMC Q4 2019 “2020 Bellwether” Conference Call Summary
by Daniel Nenni on 01-20-2020 at 6:00 am

TSMC Manufacturing Excellence

After returning from a week in Southern China I found the TSMC Q4 2019 conference call even more interesting. In China they are preparing for the New Year’s Celebration so everything is very festive but what struck me hardest was the massive investment in infrastructure and security. Semiconductors are of course a big part… Read More


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