Chapter Eleven – International Semiconductor Competition

Chapter Eleven – International Semiconductor Competition
by Wally Rhines on 09-20-2019 at 6:00 am

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


GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?

GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?
by Robert Maire on 08-29-2019 at 10:00 am

Image RemovedSurrogate Wars
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… Read More


Semiconductor Foundry Landscape Update 2019

Semiconductor Foundry Landscape Update 2019
by Daniel Nenni on 03-29-2019 at 5:00 am

Image RemovedThe 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 … Read More


GLOBALFOUNDRIES UPDATE 2019

GLOBALFOUNDRIES UPDATE 2019
by Daniel Nenni on 03-04-2019 at 12:00 pm

Image RemovedThe 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]… Read More


Could China Conflict Curtail Chip Comeback? Part 2

Could China Conflict Curtail Chip Comeback? Part 2
by Robert Maire on 12-07-2018 at 12:00 pm

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


Samsung IEDM 2018 Keynote and the Foundry Business

Samsung IEDM 2018 Keynote and the Foundry Business
by Daniel Nenni on 12-06-2018 at 12:00 pm

Image RemovedIEDM 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,… Read More


UMC the Next China Chip Embargo?

UMC the Next China Chip Embargo?
by Robert Maire on 11-03-2018 at 7:00 am

Image RemovedThe DOJ last week released a previously sealed indictment against UMC, Jinhua and three individuals for stealing Micron trade secrets. The indictment is very damning of UMC with very specific semiconductor technology files that were stolen by UMC related people then passed on to Jinhua through its joint development… Read More


UMC and GF or Samsung and GF?

UMC and GF or Samsung and GF?
by Daniel Nenni on 09-17-2018 at 7:00 am

Image RemovedOne of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event… Read More


SEMICON Southeast Asia reflects strong equipment market

SEMICON Southeast Asia reflects strong equipment market
by Bill Jewell on 04-28-2017 at 4:00 pm

SEMICON Southeast Asia was held this week in Penang, Malaysia. Over 6500 people attended the conference to learn about the latest trends and equipment in semiconductor manufacturing.

Image Removed
Dr. Dan Tracy, Senior Director Industry Research and Statistics at SEMI, presented an optimistic outlook for the semiconductor… Read More


Analog Bits and TSMC!

Analog Bits and TSMC!
by Daniel Nenni on 01-10-2017 at 12:00 pm

Image RemovedAs a long time semiconductor IP professional I can tell you for a fact that it is one of the most challenging segments of semiconductor design. Given the growing criticality of semiconductor IP, the challenges of being a leading edge IP provider are increasing and may be at a breaking point. The question now is: What … Read More