As if Samsung didn’t have enough to worry about with their new neighbor to the North (Korea) declaring war, Samsung 28nm is still NOT yielding. In my previous blog “Can Samsung Deliver as Promised?” I wondered what will power the new Galaxy S4 phones that Samsung has been aggressively marketing. You would think it would be a 28nm version… Read More
TSMC will host their annual technology symposium at several locations in the U.S. on April 9th in San Jose, April 16th in Austin, and April 23rd in Boston. TSMC will discuss the market outlook, design enablement, and technology for high-speed computing, mobile communications, connectivity and storage, CIS, embedded flash, … Read More
Cliff Hou of TSMC gave the keynote today at SNUG on Collaborate to Innovate: a Foundry’s Perspective. Starting around 45nm the way that a foundry has to work with its ecosystem fundamentally changed. Up until then, each process generation was similar enough to the previous one, apart obviously from size, that it could be … Read More
There are a couple of new analyst reports out that are interesting enough to blog about. I talk to the financial types on the phone every week or so explaining the semiconductor business and answering questions about the foundries and the top fabless companies. We don’t always agree on the outlook but there is always something to … Read More
EDA vendors, IP suppliers and Foundries provide an eco-system for SoC designers to use in getting their new electronic products to market quicker and at a lower cost. An example of this eco-system are three companies (TSMC, Atrenta, Sonics) that teamed up to produce a webinar earlier in March called: Unlocking the Full Potential… Read More
Dr. Paul McLellan and I will be covering the Silicon Valley SNUG live again this year. Unfortunately we are only allowed to see the keynotes (same thing with CDNLive) but they look very good:
Keynote Address: Massive Innovation and Collaboration into the “GigaScale” Age!
Aart de Geus, Chairman and co-CEO, Synopsys,… Read More
Part 1 here.
The line between fabless semiconductor companies and IDMs has blurred over the last decade. Back in the 1990s, most IDMs manufactured most of their own product, perhaps using a foundry for a small percentage of additional capacity when required. But their own manufacturing was competitive, both in terms of the capacity… Read More
At a different time, but certainly within the past 12 months, Paul Otellini was asked if Intel would be a Foundry for Qualcomm. His reply was that it did not leave a good taste in his mouth. Nevertheless it was not rejected and the door that remained open just a crack is likely to swing open for Qualcomm, the premier mobile silicon supplier… Read More
The fundamental economics of the semiconductor industry are summed up in the phrase “fill the fab.” Building a fab is a major investment. With a lifetime of just a few years, the costs of owning a fab are dominated by depreciation of the fixed capital assets (the building, the air and water purification equipment, the manufacturing… Read More
Back in 2011, TSMC announced it was extending its IP Alliance Program to include soft, or synthesizable IP. Around that time it was also announced that Atrenta’s SpyGlass platform would be used as the sole analysis tool to verify the completeness and quality of soft IP before being admitted to the program. Since then, the … Read More
