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  • Daniel Nenni

    by Published on 05-15-2012 05:30 PM
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    This just in from Tech Trader Daily, quoting Piper Jaffray chip analyst Gus Richard:

    The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (
    TSM) only two to three quarters after TSM introduced its new “28-nanometer” chip-making technology. That’s faster than the five to six quarters Qualcomm waited ...
    by Published on 05-14-2012 07:00 PM
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    What’s new at Cadence? Quite a bit actually. I have always been a Cadence fan, I mean really, they gave birth to modern EDA. Unfortunately, Cadence really lost me during the Avant! legal action, the Mike Fister years, and EDA360. Recently, however, Cadence has made some big changes that will definitely get them back on my good side. The most recent change being the hiring of Martin Lund, SVP of the SoC Realization Business Unit.

    SoC Realization is a strategic growth area for Cadence,” ...
    by Published on 05-13-2012 05:00 PM  Number of Views: 2461 
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    While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it but I know quite a few people who didn’t and they were quite impressed.

    Y.P. ...
    by Published on 05-11-2012 10:19 PM
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    If you look real close at the #49 DAC floor plan you will see the tiny Intel booth dwarfed by those of TSMC, GlobalFoundries, Samsung, and ARM. The number one semiconductor company in the world does not have the budget for the cornerstone conference of the semiconductor ecosystem? Oh my…... Intel has a big foundry hat and no cattle this year.

    Now in its 49th year (this will be my 29th), the Design Automation Conference features a wide array of technical presentations, tutorials, and ...
    by Published on 05-08-2012 05:00 PM
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    Adding sophisticated 2D dynamic compaction technology to address 20nm and 14nm challenges. Santa Clara, California – May 3 ,2012 – Sagantec today announced that it has acquired Dutch startup NP-Komplete Technologies BV (Eindhoven, The Netherlands) for its physical design compaction and migration solutions based on a sophisticated 2D dynamic ...
    by Published on 05-06-2012 05:00 PM
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    Now that the 28nm challenges are dead
    It is time to look ahead
    The tabloid pundits may not agree
    But Moore’s law again you will see
    The semiconductor ecosystem is humming
    (2X gate density -20%+ performance-20%+ power savings)
    The 20nm design starts are coming!


    Okay, I’m really bad at poetry. Gambling however, I do pretty well. Las Vegas is my favorite destination, a mere 6 hour Porsche drive from Danville. It’s not just the math of ...
    by Published on 05-04-2012 06:55 PM
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    What's new with Glofo? Quite a bit actually. It was interesting to see a Made in America: Global Companies Expand in U.S. Towns segment on semiconductors! Give it a look, I enjoyed it. It's an election year, jobs are key to any election, so it did not surprise me to see President Obama making the rounds:
    ...
    by Published on 04-29-2012 05:00 PM  Number of Views: 1677 
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    There is an interesting discussion in the SemiWiki forum in response to the EETimes article: Intel exec says fabless model 'collapsing'. Definitely an interesting debate, one worth our time since the advertising click hungry industry pundits will certainly jump all over it. Clearly I’m biased since I helped build the semiconductor ecosystem. I will certainly try and be open minded here, but ...
    by Published on 04-26-2012 07:00 AM
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    TSMC just finished the Q1 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 blog The Truth of TSMC 28nm Yield!:
    ...
    by Published on 04-24-2012 05:00 PM
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    The biggest news out of the TSMC Symposium last week was the 20nm update. Lots of debate and speculation, just why is TSMC releasing one version of 20nm (20nm SoC) versus multiple versions like in 40nm (LP, G, LPG) and 28nm (HP, HPM, HPL, LP)? Here are my thoughts, I would also be interested in your feedback in the comment section. This really is a big change for both TSMC and the foundry business so it is certainly worth discussing.

    Morris Chang did a candid ...
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