Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


TSMC: Semiconductors in the next ten years!

TSMC: Semiconductors in the next ten years!
by Daniel Nenni on 10-23-2017 at 6:00 am

The TSMC 30th Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.

Here is the replay

The… Read More