– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0
Intel not only wants to catch TSMC but beat them at their own … Read More
The new coronavirus outbreak or COVID-19 outbreak, as it is now officially called, continues to dominate the news again this week as currently there is no end forecast to the outbreak, and infection numbers continue to rise. This will have an impact on semiconductor supplies in the coming months and into Q2 as the necessary restrictions… Read More
In a week where the new coronavirus and it’s impact has dominated the news, here is my weekly summary of the key semiconductor and technology news from around the world that you should know but may have missed.
The new coronavirus in China and worldwide is already causing an impact for the electronics supply chain, potentially affecting… Read More
In a week that finally saw some good news in the trade war between US & China, here is a summary of all the key semiconductor and technical news from around the world that you may have missed.
On Friday, US and China announced agreement on the so called phase one agreement, as a result the extra tariffs due to be imposed on S180billion… Read More
Semiconductor industry evolution was largely a U.S. phenomenon. While there were important contributions made by persons all over the world, the basic technology grew from the invention of the transistor at Bell Labs which was licensed broadly in the U.S. That created a level playing field for all who wanted to become producers. … Read More
Is GloFo using the trade war as an excuse?
Does TSMC get lumped in with China on trade?
Does this alienate TSMC into China’s embrace?
Much like Vietnam and Korea before it, there have been a number of “surrogate” wars between the US and China as well as many other wars between the US and Russia using… Read More
The semiconductor foundry landscape changed in 2018 when GLOBALFOUNDRIES and Intel paused their leading edge foundry efforts. Intel quietly told partners they would no longer pursue the foundry business and GF publicly shut down their 7nm process development and pivoted towards existing process nodes while trimming headcount… Read More
The GLOBALFOUNDRIES story has been one of the more interesting ones inside the fabless semiconductor ecosystem. It started in 2008 when AMD announced a partnership with ATIC of Abu Dhabi to create a new joint venture company to become the world’s first truly global semiconductor foundry. On March 4[SUP]th[/SUP] of 2009 (happy… Read More
In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More
IEDM is a premier semiconductor conference so it was certainly appropriate for Samsung to do the keynote since they are the largest and one of the most innovative semiconductor companies in the world, absolutely.
Samsung is also one of the more interesting semiconductor companies since they do it all: chip design, semiconductor… Read More