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    TSMC 20nm Challenges! 

    by
    Daniel Nenni
    Published on 05-06-2012 05:00 PM
    content/attachments/3649-tsmc-apple-logo.jpg.html

    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 ...
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    TSMC 28nm Beats Q1 2012 Expectations! 

    by
    Daniel Nenni
    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!:
    ...
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    TSMC versus Intel at 20nm! 

    by
    Daniel Nenni
    Published on 04-24-2012 05:00 PM
    content/attachments/3470-tsmc-intel-logo.jpg.html

    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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    The Truth of TSMC 28nm Yield! 

    by
    Daniel Nenni
    Published on 04-15-2012 05:00 PM
    content/attachments/3401-tsmc_wafer_shipments_spread_q4_2011.png.html

    As I write this I sit heavyhearted in the EVA executive lounge returning from my 69th trip to Taiwan. I go every month or so, you do the math. This trip was very disappointing as I can now confirm that just about everything you have read about TSMC 28nm yield is absolutely MANURE!
    ...
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    NVIDIA Claims TSMC 20nm will not Scale? 

    by
    Daniel Nenni
    Published on 03-25-2012 04:00 PM  Number of Views: 5320 
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    Interesting article from Joel Hruska on ExtremeTech: Nvidia deeply unhappy with TSMC, claims 22nm essentially worthless . The title is a bit dramatic (poetic license) but the charts are accurate to the degree that 20nm costs will be significantly higher from the start and will continue to be higher throughout production and maturity.

    One reason is double patterning, which is required at 20nm (double patterning splits a design into separate masks when devices ...
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    TSMC absolutely did NOT halt 28nm production! 

    by
    Daniel Nenni
    Published on 03-07-2012 04:18 PM  Number of Views: 8505 
    content/attachments/3091-tsmc-28nm-wafer.jpg.html

    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.
     ...
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    TSMC 28nm Yield Explained! 

    by
    Daniel Nenni
    Published on 03-04-2012 02:00 PM  Number of Views: 7685 
    content/attachments/2962-yield-image.jpg.html


    Yield, no topic is more important to the semiconductor ecosystem. After spending a significant part of my career on Design for Manufacturability (DFM) and Design for Yield (DFY), I'm seriously offended when semiconductor professionals make false and misleading statements that negatively affects the industry that supports us.
     ...
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