This is common knowledge in Taiwan but apparently the guys over at SemiAccurate.com did not get the memo. I hear a name change is in the works: www.RarelyAccurate.com. Remember, these are the same clairvoyants who said TSMC shut down 28nm which as we now know is absolutely false. The QCOM elite stay at the Hsinchu Royal Hotel which… Read More
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More
SICAS (Semiconductor Industry Capacity Statistics) has released its 3Q 2011 data, available through the SIA at: SICAS data . Beginning with 2Q 2011 the SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United Microelectronics Corporation… Read More
When AMD sought to shed its costly manufacturing operations, Ibrahim Ajami saw an interesting opportunity, one that promised to bring semiconductor manufacturing to Abu Dhabi. Let’s start with the January 2010 interview with Ajami, the 35 year old Chief Executive Officer of Advanced Technology Investment Company (ATIC), … Read More
SICAS (Semiconductor Industry Capacity Statistics) has released its 2Q 2011 data with significant changes in membership. The data is available through the SIA at: SICASdata The SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United… Read More
Being an internationally recognized industry blogger (IRIB) does have its benefits, one of which is free invites to all of the cool industry conferences! The presentations are canned for the most part but you can learn a lot at the breaks and exhibits if you know the right questions to ask, which I certainly do.
The GSA Semiconductor… Read More
The earthquake and subsequent tsunami that devastated Japan on March 11[SUP]th[/SUP], 2011 will have far reaching ramifications around the world for years to come. People have asked me how this disaster will affect the semiconductor industry so I will try and summarize it in this blog.
First the foundries:
According to TSMC: … 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
It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.
TSMC and… Read More
TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?
UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered’s… Read More
