Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


IEDM 2021 – Back to in Person

IEDM 2021 – Back to in Person
by Scotten Jones on 10-18-2021 at 6:00 am

IEDM 2021 SemiWIki

Anyone who has read my previous articles about IEDM knows I consider it the premier conference on process technology.

Last year due to COVID IEDM was virtual and although virtual offers some advantages the hallway conversations that can be such an important part of the conference are lost. This year IEDM is returning as a live event… Read More


Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences

Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences
by Kalar Rajendiran on 10-17-2021 at 10:00 am

Live Panel

The arrival of fall seems to typically raise the number of conferences hosted by semiconductor ecosystem companies. The conferences may go by different names. But whether called a forum, summit, conference, or by some other creative name, the purpose is the same. It is to bring together technologists and business people together… Read More


TSMC Arizona Fab Cost Revisited

TSMC Arizona Fab Cost Revisited
by Scotten Jones on 10-13-2021 at 8:00 am

TSMC North America Fabs

Back in May of 2020 I published some comparisons of the cost to run a TSMC fab in Arizona versus their fabs in Taiwan. I found the fab operating cost based on the country-to-country difference to only be 3.4% higher in the US and then I found an additional 3.8% because of the smaller fab scale. Since that time, I have continued to encounter… Read More


GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out

GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out
by Dylan Patel on 10-06-2021 at 7:00 am

Semiconductor Manufacturing has Shifted to Asia

In 2008, Mubadala, the Abu Dhabi government owned sovereign wealth fund assisted AMD in divesting their manufacturing assets and spinning them off. They were compensated with a combination of direct payments, investments in AMD, and shares in the new firm, GlobalFoundries. The divestiture was a multi-year journey, but by 2012,… Read More


The Semiconductor Shortage False Narrative!

The Semiconductor Shortage False Narrative!
by Daniel Nenni on 10-01-2021 at 6:00 am

Port of Oakland

The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.

First, let’s look at a bit of semiconductor… Read More


Podcast EP39: The History of TSMC with Dr. Walden Rhines

Podcast EP39: The History of TSMC with Dr. Walden Rhines
by Daniel Nenni on 09-24-2021 at 10:00 am

Dan is joined by Dr. Walden Rhines for a far-reaching discussion of the history of TSMC and the foundry business model. The past, present and potential future scenarios are all explored.

The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization,… Read More


WEBINAR: SkillCAD now supports advanced nodes!

WEBINAR: SkillCAD now supports advanced nodes!
by Daniel Nenni on 09-20-2021 at 10:00 am

SkillCAD SemiWiki Webinar

Originally containing a handful of commands to help with common layout tasks, SkillCAD has evolved into the industry standard for analog, RF and mixed signal design for customers using Cadence Virtuoso.  With over 85 customers worldwide and over 120 functions including the powerful, patented V-editor, metal routing and pin… Read More


Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business

Podcast EP38: Semianalysis on Intel GF TSMC and the Foundry Business
by Daniel Nenni on 09-17-2021 at 10:00 am

Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.

The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization,… Read More


ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel

ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel
by Robert Maire on 09-09-2021 at 6:00 am

TSMC INTEL ASML Hurricane 1

-Intel’s access to high-NA EUV tools may be their elixir of life
-TSMC’s EUV adoption helped it vault faltering Intel & Samsung
-Maybe ASML should invest in Intel like Intel invested in ASML
-Shoe is on the other foot- But cooperation helps chip industry

Intel is dependent upon ASML for its entire future
If Intel… Read More