The VLSI Symposium on Technology & Circuits will be held in Hawaii from June 12th to June 17th. You can register for the conference here.
The tip sheet for the conference has been released and one thing that caught my eye is some data from the Intel 4 paper that Intel will be presenting at the conference.
Intel’s old roadmap had 14nm,… Read More
Earlier this year semiconductor oracle Malcom Penn did his 2022 forecast which I covered here: Are We Headed for a Semiconductor Crash? The big difference with this update is the black economic clouds that are looming which may again highlight Malcolm’s forecasting prowess. I spent an hour with Malcolm and company on his Zoom cast… Read More
-ASML reported an “in line” Q1- Orders remain super strong
-Ongoing supply chain issues will limit growth and upside
-ASML targets 2025 for supply fixes- We are not so sure
-Intel, TSMC, Samsung won’t be able to build all fabs they plan
ASML reported… Read More
Application Specific Integrated Circuits were the foundation of the semiconductor industry up until the IDMs came to power in the 1980s and 90s. Computer companies all had their own fabs, I worked in one, until start up companies like SUN Microsystems started using off the shelf chips from Motorola. SUN moved to the fabless model… Read More
In my “The EUV Divide and Intel Foundry Services” article available here, I discussed the looming EUV shortage. Two days ago, Intel announced their first EUV tool installed at their new Fab 34 in Ireland is a tool they moved from Oregon. This is another indication of the scarcity of EUV tools.
I have been tracking EUV system production… Read More
At the ISS conference held from April 4th through 6th I presented on who I thought would have the leading logic technology in 2025. The following is a write up of that presentation.
ISS was a virtual conference in 2021 and I presented on who currently had logic leadership and declared TSMC the clear leader. Following that conference,… Read More
TSMC has established a leadership position among silicon foundries, based on three foundational principles:
Frequent SemiWiki readers have seen how these concepts have been applied to the fabrication and packaging technology… Read More
Much of the technology that goes into aerospace applications is some of the most advanced technology that exists. However, these same systems must also offer the highest level of reliability in what is arguably an extremely difficult environment. For semiconductors a major environmental risk in aerospace applications are … Read More
I was recently updating an analysis I did last year that looked at EUV system supply and demand, while doing this I started thinking about Intel and their Fab portfolio.
If you look at Intel’s history as a microprocessor manufacturer, they are typically ramping up their newest process node (n), in volume production… Read More
Now that Intel is back in the foundry business, and with the Tower Semiconductor acquisition they are definitely back in the foundry business, Samsung will be the biggest foundry loser here.
You can break the IDM foundry business into two parts: First, and foremost, the NOT TSMC Business. Second is the the Better PPA (Power/Performance,… Read More
