The earthquake and subsequent tsunami that devastated Japan on March 11[SUP]th[/SUP], 2011 will have far reaching ramifications around the world for years to come. People have asked me how this disaster will affect the semiconductor industry so I will try and summarize it in this blog.
First the foundries:
According to TSMC: … Read More
The semiconductor design and manufacturing challenges at 40nm and 28nm are a direct result ofMoore’s Law, the climbing transistor count and shrinking geometries. It’s a process AND design issue and the interaction is at the transistor level. Transistors may be shrinking, but atoms aren’t. So now it actually matters when even… Read More
The 17[SUP]th[/SUP] Annual TSMC Technology Symposium will be held in San Jose California on April 5[SUP]th[/SUP], 2011. Dr. Morris Chang will again be the keynote speaker. The theme this year is “Trusted Technology and Capacity Provider”and I think it’s important to not only hear what people are saying but also understand why… Read More
For IC designers creating full-custom or AMS designs there are plenty of challenges to getting designs done right on the first spin of silicon. Let me give you a sneak peek into what’s being discussed at the EDA Tech Forum in Santa Clara, CA on March 10th that will be of special interest to you:
3D TSV (Through Silicon Vias) are… Read More
During the most recent conference call (transcript), TSMC not only beat revised estimates and announced record spending levels for 2011, Morris Chang also officially announced that a 450mm fab (Fab 12 Phase VI) is currently in the planning stages with target production @ 20nm in 2015. This is HUGE!
According to Morris Chang:
“For… Read More
The Common Platform Technology Forum last week was not well attended, less than half than the GlobalFoundries Conference. It was deja vu of previous CP forums but there were a couple of surprises to go with the disappointment. The lunch line was long, but fortunately I was escorted to the press lunch featuring VIP’s from Samsung,… Read More
GlobalFoundries has brought the Common Platform Alliance back from the dead!?!?!?! Good thing too as it is probably their most comprehensive weapon against TSMC and answers the single biggest question customers have at 28nm and that is; Will there be enough CAPACITY?
The Common Platform technology alliance hosted its first-ever… Read More
In case you didn’t notice, TSMC’s communications revenue jumped 22% last quarter for a total revenue share of 42%, and that is just the tip of the iceberg for mobile internet. According to the global marketing research company Nielsen, double digit mobile internet adoption rates are the new normal and will continue to be so in the… Read More
First of all it was not a rant, it was a clearly scripted rebuttal to the competitive pressures Apple is feeling from Android (here). As I blogged before, Apple is the Open Standards Antichrist and is trying to monopolize the trillion dollar mobile internet ecosystem with a CLOSED platform. According to Steve Jobs, “Open systems… Read More
When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More