Apple will NEVER use Intel Custom Foundry!

Apple will NEVER use Intel Custom Foundry!
by Daniel Nenni on 08-27-2016 at 7:00 am

The media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.

“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run forRead More


MediaTek is on the Move with TSMC!

MediaTek is on the Move with TSMC!
by Daniel Nenni on 08-23-2016 at 4:00 pm

MediaTek (MTK) recently made the news for announcing their first leading edge SoC (Helio X30), a 32% increase in quarter over quarter sales, and an expected 30% increase for the year. Both of which deserve a closer look as we move into the second half of 2016 which should be very strong for MTK TSMC, and the fabless semiconductor ecosystem.… Read More


What is Inside the iPhone 7?

What is Inside the iPhone 7?
by Daniel Nenni on 08-20-2016 at 7:00 am

TSMC is the bellwether for not only the foundry business, since they are the dominant player, but also the semiconductor industry as a whole. You could also argue that TSMC is a sneak peek into the world economy since they build capacity based on their customer’s forecasts and the world now revolves around semiconductors.

The other… Read More


TSMC and ARM Serving up 7nm!

TSMC and ARM Serving up 7nm!
by Daniel Nenni on 03-15-2016 at 10:00 am

One thing I learned while writing the books about TSMC and ARM is that collaboration has always been at the core of both companies. They started with collaboration on day one and it is now a natural part of their business models. And the word collaboration in the fabless semiconductor ecosystem gets redefined at every process node,… Read More


TSMC 2016 Technology Symposium and Apple SoCs!

TSMC 2016 Technology Symposium and Apple SoCs!
by Daniel Nenni on 03-08-2016 at 4:00 pm

It is that time again, time for the originators of the pure-play foundry business to update their top customers and partners on the latest process technology developments and schedules. More specifically, all of the TSMC FinFET processes (16nm, 10nm, 7nm, and beyond), TSMC IP portfolio (CMOS image sensor, Embedded Flash, Power… Read More


Double Digit Growth and 10nm for TSMC in 2016!

Double Digit Growth and 10nm for TSMC in 2016!
by Daniel Nenni on 12-05-2015 at 12:00 pm

Exciting times in Taiwan last week… I met with people from the Taiwanese version of Wall Street. They mostly cover the local semiconductor scene but since that includes TSMC and Mediatek they are interested in the global semiconductor market as well. They also have an insider’s view of the China semiconductor industry which is … Read More


Is 7nm Coming to the TSMC OIP Ecosystem Forum?

Is 7nm Coming to the TSMC OIP Ecosystem Forum?
by Daniel Nenni on 08-07-2015 at 4:00 pm

This is the 5[SUP]th[/SUP] TSMC Open Innovation Platform Ecosystem Forum and it is not to be missed. Please note that the location has moved from the San Jose Convention Center to the Santa Clara Convention Center which is literally right across the street from the new Levi’s Stadium. If you haven’t been to the new stadium you really… Read More