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
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
In my submission about TSMC making some DFM analysis steps mandatory at 45nm (see “TSMC’s DFM Announcement”), I ended with a question about why the foundries can’t just write better design rules (and rule decks) to make sure all designs yield well. Here’s my take on this complicated question.… Read More
If you are a TSMC customer, no doubt you have heard TSMC is requiring lithography and planarity analysis for all 45nm designs. Their website says customers can either run it themselves, or contract TSMC services to do it. The most cost-effective way would be for the customers to run it themselves, but some might not have the resources… Read More
In my submission about TSMC making some DFM analysis steps mandatory at 45nm (see “TSMC’s DFM Announcement”), I ended with a question about why the foundries can’t just write better design rules (and rule decks) to make sure all designs yield well. Here’s my take on this complicated question.… Read More
If you are a TSMC customer, no doubt you have heard TSMC is requiring lithography and planarity analysis for all 45nm designs. Their website says customers can either run it themselves, or contract TSMC services to do it. The most cost-effective way would be for the customers to run it themselves, but some might not have the resources… Read More
In celebrating the 10th anniversary of SMIC, CEO David Wang ushers in a new era of China semiconductor manufacturing with triumphs versus promises. By triumphs David means profits, which SMIC saw for the first time in Q2 2010. The future looks even brighter for SMIC as the China semiconductor demand versus supply gap is an estimated… Read More
