Cliff Hou had two major appearances at DAC this year. He gave the opening day keynote…and he wrote the forward to Dan and my bookFabless: the Transformation of the Semiconductor Industry which about 1500 lucky people got a copy of courtesy of several companies, most notably eSilicon who sponsored the Tuesday evening post-conference… Read More
Tag: tsmc
TSMC (TSM) is Having Another SoC Year!
TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More
GDS II Online for TSMC
I just watched an interesting video of a demonstration at DAC of the eSilicon GDS II online quote for TSMC. Actually, it wasn’t so much as a demonstration as an interactive use of the quote tool using data supplied by a member of the audience.
The quote system works for TSMC processes from 28nm up to 350nm. The design the audience… Read More
TSMC vs Intel vs Samsung FinFETs
By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class … Read More
Xilinx’s 16nm vs. Altera 14nm
You will not believe this, but the family was picking me up Friday evening from the airport and on the way home… Get this, for real, the wife asks me to cut her hair tomorrow. Now the three of you that read my stuff, know what happened before. I resisted, and firmly said ‘No’…The wife seeing my macho stance began appealing to my engineer’s… Read More
TSMC: Keynote, OIP, 20nm, 16nm, panels, and more #51DAC
What is TSMC doing at DAC?
The biggest event is presumably Cliff Hou’s DAC keynote on Monday at 3.25pm Industry Opportunities in the Sub-10nm Era. And he also wrote the foreword to Fabless, the book that Dan Nenni and I have written and where you can get a signed copy on Tuesday evening at the reception.
There is an IP workshop … Read More
RedHawk Excels – Customers Endorse
Since a few years, I have been following up Ansys Apachetools for semiconductor design, verification and sign-off. RedHawk is the most prominent platform of tools from Ansys, specifically for Power, Noise and Reliability Sign-off. It has witnessed many open endorsements from several of Ansyscustomers through open presentations,… Read More
IBM and GLOBALFOUNDRIES Deal!
An interesting deal was announced last week, another piece in the What is Next for GlobalFoundries? puzzle. IBM is sending up to 200 employees from their East Fishkill R&D facility to GF’s Malta R&D center in Saratoga County. The first thing that comes to my mind is 10nm! Considering GF is licensing Samsung 14nm, what else… Read More
EUV Will Never Happen
I had lunch today with a guy who has to remain nameless. But he is on the edge of the semiconductor lithography thing. He told me EUV will never happen. Of course lots of people have said that. Me for one. But he said everyone knows it. The investment community, the foundries, everyone. Intel put money into ASML in the hopes that it would… Read More
Motley Fools Intel Investors Again!
It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More