The outlook for the semiconductor market for the remainder of 2015 is mixed. Intel’s 3Q 2015 revenues were up 10% from 2Q 2015 and guidance is for 2.3% growth in 4Q 2015. Most other companies which have announced 3Q 2015 results expect revenue declines in 4Q 2015. The most severe drops (based on the midpoint of company guidance) are… Read More
Tag: vlsi research
Foundry 2.0: Why It Is Different And Why You Should Care
If you have been to an Ajit Manocha keynote recently, he talks a lot about Foundry 2.0. I covered his keynote at Semicon West in July here. Dan Hutcheson of VLSI Research interviewed Ajit about this new business model to identify it, see how it was different and see how GlobalFoundries were executing the model differently from the … Read More
Equipment Down 16% in 2012, Flat to Down in 2013
Shipments of semiconductor manufacturing equipment have been trending downward since June 2012, based on combined data from SEMI for North American and European manufacturers and from SEAJ for Japanese manufacturers. The market bounced back strongly in late 2009 and in 2010 after the 2008 downturn to return to the $3 billion… Read More
Industry Standard FinFET versus Intel Tri-Gate!
Ever since the “Intel Reinvents Transistors Using New 3-D Structure” PR campaign I have been at odds with them. As technologists, I have nothing but respect for Intel. The Intel PR department, however, quite frankly, is evil. Correct me if I’m wrong here but Intel did not “reinvent” the transistor. Nor did they come up with the name… Read More
Intel is Selling Itself Short on Trigate!
Perhaps the most pertinent comment raised by an analyst at Intel’s Investor Forum last week came from Dan Hutcheson of VLSI Research to Brian Krzanich, the COO and head of global manufacturing and supply chain. He said: “I think you sold yourself short on Trigate, the benefit of fully depleted vs. planar and the impact on leakage.”… Read More
TSMC 28nm Beats Q1 2012 Expectations!
TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!
Per my … Read More
TSMC absolutely did NOT halt 28nm production!
Once again industry professionals get duped! Tabloid journalism runs amok inside the semiconductor ecosystem! As if our industry does not face enough challenges, why are we wasting time on drivel like this? This is a TSMC 28nm wafer by the way and thousands of them are being shipped around the world, believe it.
… Read More
Happy 40th birthday microprocessor
Intel has been making a little bit of a PR fuss about the 40th anniversary of the microprocessor. And they are entitled to. The Intel 4004 was the first customer-programmable chip. Of course if you look at it’s capabilities today they are laughably minimal, and even looking at the chip, a 16-pin DIP (dual-in-line-package … Read More