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

One 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 which means it… 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.


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


Analog Bits and TSMC!

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

TSMC Wafer

As 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 does it take to … Read More


GlobalFoundries Visit – Part 1 – It’s All About Execution

GlobalFoundries Visit – Part 1 – It’s All About Execution
by Scotten Jones on 11-06-2015 at 12:00 pm

Fabless companies and the need for foundries
The success of fabless semiconductor companies is well documented with companies such as Qualcomm, Broadcom, MediaTek, AMD, Avago and others selling semiconductors made using the fabless model (see Fabless: The Transformation of the Semiconductor Industry by Daniel Nenni and … Read More


Xilinx Beats Altera to the First FinFET FPGA!

Xilinx Beats Altera to the First FinFET FPGA!
by Daniel Nenni on 09-30-2015 at 10:00 pm

Why do I stalk the FPGA industry? Well, FPGAs are an important part of the fabless semiconductor ecosystem for two reasons: 1.) They enable very cost effective design starts which are the life’s blood of the semiconductor industry and 2.) FPGA prototyping allows designers to verify their designs before committing to silicon and… Read More


TSMC is the Top Dog in Pure-Play Foundry Business

TSMC is the Top Dog in Pure-Play Foundry Business
by Pawan Fangaria on 09-01-2015 at 12:00 pm

We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More


Meeting Demand as Fab Capacity is Stretched Again

Meeting Demand as Fab Capacity is Stretched Again
by Tom Simon on 08-11-2015 at 8:00 pm

Global semiconductor production capacity and its utilization level are key elements of the technology economy. During a panel at DAC in June Mentor Graphics posited that we are entering into a period where leading edge processes will be in high demand and also older nodes are seeing increasing demand due to Internet of Things designs… Read More


A Closer Look at Fab Closures Around the World

A Closer Look at Fab Closures Around the World
by Pawan Fangaria on 06-24-2015 at 12:00 pm

Electronics is unusually an evergreen industry where companies make profit, yet end-product prices go down significantly after a brief period of price skimming. A product phases out quite fast (in case of smartphones every 1.5 to 2 years), but still yields big bucks for successful companies in its value-chain. How does this happen?… Read More


Changing Trends at the Top of Semicon Space

Changing Trends at the Top of Semicon Space
by Pawan Fangaria on 05-31-2015 at 5:00 am

As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More


Breakfast was Fab: West Coast Wafers to Wall Street

Breakfast was Fab: West Coast Wafers to Wall Street
by Paul McLellan on 04-07-2015 at 7:00 am

SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More