Throughout the debate on fab incentives and the Chips Act I keep seeing comments like; TSMC makes >90% of all advanced silicon, or sometimes Taiwan make >90% of all advanced silicon. This kind of ill-defined and grossly inaccurate statement drives me crazy. I just saw someone make that same claim in the SemiWiki forums and… Read More
Tag: tsmc
Intel and TSMC IDM 2024 Discussions
In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.
The scenarios… Read More
International Women’s Day with Christelle Faucon VP Sales Agile Analog
Born in France, now living in the Netherlands, Christelle Faucon has over 25 years’ experience of working across the global semiconductor ecosystem. Currently she is VP of Sales at Agile Analog, the analog IP innovators. Following a Master’s Degree in Electronics Engineering, Christelle began her career as a Design Engineer.… Read More
TSMC Boston Technology Workshop
TSMC Boston Technology Workshop
TSMC Austin Technology Workshop
TSMC Austin Technology Workshop
TSMC North America Technology Symposium
TSMC North America Technology Symposium
Intel Direct Connect Event
On Wednesday, February 21st Intel held their first Foundry Direct Connect event. The event had both public and NDA sessions, and I was in both. In this article I will summarize what I learned (that is not covered by NDA) about Intel’s business, process, and wafer fab plans (my focus is process technology and wafer fabs).
Business
… Read MoreISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.
To understand logic, I believe it is useful to understand what makes… Read More
Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in
There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More
ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines
– ASML orders more than triple sequentially- Utilization increases
– Management remains conservative with flat revenues 2024 vs 2023
– Recovery will be slow, targeting 2025- Long & weak cyclical bottom
– Litho orders are leading indicator of future wider recovery