- Huawei’s 7NM chip? This wasn’t supposed to happen
- Are Chips a weapon for U.S. or China? Role reversal?
- Will Taiwan turn from protected asset to unwanted liability?
- Are sanctions so porous that US has already lost to China?
While EUV is critical to advanced chips there are workarounds
Many people either thought or assumed… Read More
Up until last December I was president and owner of IC Knowledge LLC, at the end of November, I sold IC Knowledge LLC to TechInsights. It has been interesting to become an insider at the world’s leading semiconductor reverse engineering and knowledge company. The latest SMIC N+2 analysis is an excellent example of TechInsight’s… Read More
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
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
The Intel versus AMD rivalry is legendary amongst us Silicon Valley AARP members and is one of the reasons why the semiconductor industry is as competitive as it is today, absolutely.
AMD’s boisterous corporate culture started with AMD’s co-founder and long time CEO Jerry Sanders. Jerry was the ultimate showman but his credo “People… Read More
- 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 puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!
In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More
Reports of increasing TSMC 7NM lead times
There have been a number of increasing media reports about lengthening leads times for TSMC 7NM process. From what we have been able to determine its not due to TSMC having a yield bust or other production issues, it is simply one of stronger than expected demand.
There have been reports of … Read More
Since the beginning of May eSilicon has announced the tape-out of three TSMC 7nm test chips. The first of these, a 7nm 400G Ethernet Gearbox/Retimer design, caught my eye and I followed up with Hugh Durdan, their vice president of strategy and products, to learn more about it. Rather than just respin their 56G SerDes, they decided… Read More