Semiconductor manufacturing equipment has returned to growth after a falloff in the second half of 2011. Combined data from SEMI (U.S. andEuropean companies) and SEAJ (Japanese companies) show billings peaked at a three-month-average of $3.2 billion in May 2011. Bookings and billings began todrop in June 2011, with billings… Read More
Atrenta presented an update on the TSMC Soft IP Alliance Program at TSMC’s theater each day at DAC. Mike Gianfagna, Atrenta VP of Marketing, presented an introduction to SpyGlass, an overview of the program and a progress report. Dan Kochpatcharin, TSMC Deputy Director of IP Portfolio, was also there. Between Mike, Dan, and I there… Read More
I caught the Berkeley Design Automation presentation in the TSMC Theater, where Simon Young (BDA’s director of product marketing) described the Analog FastSPICE (AFS) nanometer circuit verification platform, built on their foundation of very fast, very accurate, high capacity circuit simulation.
BDA claims the AFS platform… Read More
Mark Twain remarked that everyone talks about the weather but nobody does anything about it. 3D ICs seems to be a bit like that. Over the last couple of years there have been lots of people talking about 3D but very little that has actually been manufactured. In addition to the weather, everyone talks about Xilinx’s 3D Virtex… Read More
What a great interview! Xilinx CEO Moshe Gavrielov is right on the money HERE where he credits the high 28nm yields to the “very intimate” linkage in process development with TSMC.… Read More
TSMC has had an interesting year thus far. 28nm is ramped and will dominate the mobile market for years to come. 20nm is in development with tape outs scheduled for the end of this year. FinFETS are coming making it a very exciting time in the semiconductor ecosystem. … Read More
Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…
First up was… Read More
This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:
The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (TSM) only two to three quarters after TSM introduced… Read More
While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it… Read More
You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones… Read More
