As an investor, one has to always be aware when Jim Cramer informs the world of the investment scenario you have been playing comes out of the shadows and sees the light of day. Soon the herd will follow which is positive, but now one has to figure how long to ride the roller coaster. In an article posted on thestreet.com entitled “Tech… Read More
Today GlobalFoundries announced a 14nm process that will be available for volume production in 2014. They are explicitly trying to match Intel’s timeline for the introduction of 14nm. The process is called 14XM for eXtreme Mobility since it is especially focused on mobile. The process will be introduced just one year after… Read More
Ever since Intel announced that they will leverage their advanced process technology leadership into the mobile SoC market I have expressed my doubts. I know how Intel designs their microprocessors, having worked for many of their vendors over the years and having friends at Intel who are actually doing the work. Disclaimer: … Read More
Just a reminder, the semiconductor industry is doing quite well thanks to the fabless semiconductor ecosystem. TSMC, my economic bellwether, reported another great month with a 32% increase over August 2011 and a 16% increase over January-August 2011. TSMC is forecasting Q3 at a 7% increase over Q2, which was an amazing 21% increase… Read More
A modern fab can cost as much as $10B dollars. That’s billion with a B. Since it has a lifetime of perhaps 5 years, owning a fab costs around $50 per second and that’s before you buy any silicon or chemicals or design any chips. Obviously anyone owning a fab had better be planning on making and selling a lot of chips if they are going to make… Read More
It’s amazing how these rumors start and go viral. People are literally laughing here in Taiwan. I remember I wrote something that I thought was obviously satire and less than a week later someone repeated it back to me as fact since they “read it on the internet somewhere.”
According to Bloomberg: Apple Inc. (AAPL) and Qualcomm Inc.… Read More
The worldwide semiconductor market in 2Q 2012 was $73.1 billion, according to WSTS data released by the SIA. 2Q 2012 was up 4.7% from 1Q 2012 but down 2.0% from 2Q 2011. Major semiconductor companies are generally expecting slower revenue growth in 3Q 2012 versus 2Q 2012. The table below shows revenue estimates for calendar 3Q 2012… Read More
At Semicon a few weeks ago the big news was that Intel was making a big investment in ASML as a way of funding two development programs: extreme ultra-violet (EUV) and 450mm wafers. This week TSMC announced that they would join the program too, committing 275M Euros over a five year period. They are also taking a 5% stake in ASML. ASML… Read More
As a fitting postscript to my “Brief History of the Fabless Semiconductor Industry”, semiconductor research company IC Insights compiled a list of the top semiconductor companies for the first half of 2012. As the traditional IDMs go fabless and sink in the ratings, the foundries post record gains led by TSMC at 22%, GlobalFoundries… Read More
In 1985 Morris Chang was recruited by the Taiwanese government to help develop the emerging semiconductor industry. In 1986 Morris joined the Hsinchu based non profit research institute ITRI as Chairman and President and launched what would be TSMC’s first semiconductor wafer fabrication plant on the ITRI campus. Taiwan… Read More
