Wallis, how many more posts do you need for a degree in Internet Trolling?
* 26547 posts Member since: Jan 21, 2008 *
I'm sure your family is proud! If you need a reference for bullying I would be happy to write one for you.
Hey Wallis, come over to IEDM in SF next week and meet the people behind the semiconductors that make modern life, well, modern. I'm moderating a panel of experts on process variation Tuesday night. See SemiWiki for details. Bring all of your aliases too.
Once again you are posting about things you know nothing about:
My book "Fabless: The Transformation of the Semiconductor Industry" chronicles the invention of the transistor through to where we are today. The book finishes with 300 word passages on what's next for the semiconductor industry from 20+ industry executives including CEO's of Xilinx, eSilicon, Synopsys, Cadence, Mentor, ARM, CEVA, and Imagination Technologies.
Have you spoken to Hendel Jones? I have and I do not agree, nor do my consulting clients which are the foundries and top fabless companies.
Wallis, you have no idea that you are talking about. You should mention that you are an unemployed accountant after all of your posts for clarity. At least I have a BSCS. My first job was at the Data General fab in Sunnyvale. Have you even walked by a fab?
90 million iPhones will ship this year and they are full of TSMC 20nm silicon. Samsung 14nm ARM based chips will ship in Q4 2014.
Intel is not two nodes ahead anymore. Intel 22nm versus TSMC 20nm. Intel 14nm versus Samsung 14nm. Look at Samsung's free cash flow and tell me Intel will outspend Samsung on 10nm.
You really need to read my book "Fabless: The Transformation of the Semiconductor Industry." Seriously, you need to better understand the fabless semiconductor ecosystem before all of your investments are lost.
It is so nice that you miss me. I'm in Asia, will have a 20nm update for you next week. One thing you should know is that some companies like Apple never talk about process technologies to the press. I know of 6 companies that are buying 20nm wafers but only two of those are talking about it thus far (QCOM and XLNX).
TSMC will beat Q1 expectations so I hope you are not short on TSM. 20nm will also beat.
The latest release of the SEMI World Fab Forecast reveals a 20-30% projected increase in fab equipment spending in 2014 and details that the uptick to 30 percent depends on specific fab projects in the Europe/Mideast and Asia regions.
The SEMI World Fab Forecast is an invaluable tool for understanding the semiconductor manufacturing market in 2014 and 2015, and to learn more about capex for construction projects, fab equipping, technology levels, and products. The report identifies over 190 fab projects spending on construction and/or equipment and over 250 projects in 2015 (including discrete, LED, analog and logic fabs.)
Trending on SemiWiki:
ARM, Cadence and the Internet of Things
by Paul McLellan
Published on 03-20-2014 04:30 PM
There is clearly a lot of hype about the Internet of Things (IoT) right now, but also it is clear that it will be a real market. In fact, it already is with various medical, fitness and home-appliance products already available. At CES in January, wearables was probably the biggest trend. That doesn't always pan out (3D TV was the biggest trend a couple of years ago and how's your 3D TV working out?) and in terms of acres of silicon it will not compete with smartphones for some time.........
Feedback is not the same as backlash. If all personal attacks stopped this group would be a lot more useful don't you think?
Did you read his paper? While I do not agree I certainly support his right to post his position on SemiWiki without backlash. The conversation in the comment section is very professional, detailed and informative.
Trending on SemiWiki the open forum for Semiconductor professionals
Handel Jones on FD-SOI vs FinFET
by Paul McLellan
Published on 03-19-2014 11:27 PM
Handel Jones has a new white-paper out titled Why Migration to FD-SOI is a Better Approach Than Bulk CMOS and FinFETs at 20nm and 14/16nm for Price-Sensitive Markets. Handel has done an in-depth analysis of the wafer and die costs of the various approaches, bulk planar (what we have been doing up to now), FD-SOI and FinFET. The analysis takes into account depreciation, equipment maintenance, direct/indirect labor, facilities, wafer cost, consumables, monitor wafers and line yield........
Look at TSMC's CAPEX spending. Nada on 450mm. According to Seeking Alpha today:
Intel, others slow migration to 450mm chip wafers
Lithography equipment giant ASML has "paused" the development of hardware meant to
work with next-gen 450mm wafers, which offer 125% more wafer space (and
thus better economies of scale) than current-gen 300mm wafers. Likewise,
Applied Materials (AMAT) CEO Gary Dickerson says the 450mm migration "has
definitely been pushed out from a timing standpoint."Due to ASML's move,
Intel (INTC), which agreed in 2012 to pour $4.1B into the company to help
finance investments in 450mm wafers and EUV lithography, has "adjusted"
the pace of its payments to ASML.Last year, Intel began constructing a $2B
Oregon development fab meant to be its first 450mm facility. But it's
reevaluating its timetable amid soft PC demand and concerns about its
share of the bill. Spokesman Chuck Mulloy: "We still believe 450 is the
right thing to do ... But we have been clear: we will not do it
450mm Delayed and Other SPIE News
by Scotten Jones
Published on 03-04-2014 09:00 PM
The first interesting information from the conference floor was that 450mm is being pushed out. What I heard is that with low fab utilization and the empty fab 42 shell, Intel has pulled all of their resources off of 450mm. Intel was one of the key players pushing 450mm and the comments I heard were 450mm won’t be this decade with 2023 as the new introduction date for high volume manufacturing. Some equipment companies appear to be putting 450mm equipment development on hold.......
Trending on SemiWiki:
The Infamous Intel FPGA Slide!
by Daniel Nenni
Published on 03-11-2014 08:30 AM
The Intel analyst meeting last November was full of surprises and resulted in a series of phone consultations. The Intel 14nm superior density claim slides were the most talked about and were absolutely crushed by TSMC, which I wrote about in “TSMC Responds to Intel 14nm Density Claims”. The other slide that caused a flurry of calls is the one above comparing Altera and Xilinx planar to FinFET. After talking to dozens of people (including current and former Altera, Intel, and Xilinx employees) I have concluded that this slide is an absolute fabrication. Get it? Fabrication? Hahahahaaaa….
I have a college degree Wallis and for you to imply otherwise is defamation. You are a cyber stalker, a criminal, and at some point in time you will be held accountable for your actions.
Your understanding of the FPGA market is laughable. From the time FPGA samples ship (Q4 2013) to customer production is 2-3 years in some markets and 4-5 years in others like medical and military. And that is when 20nm revenue will hit Xilinx financials, they do not charge for samples. This has nothing to do with the TSMC 20nm ramp.
Did you listen to the Xilinx analyst meeting? Do you have the presentation materials? Do you have the research reports on Xilinx? Did you write a book on the history of semiconductors which includes a chapter on FPGAs? And a sub chapter on Xilinx? Did you get a quote for your book from the Xilinx CEO?
I'm truly honored that you give me rent free space in your head but your infatuation with me is ridiculous.
And if you want my bio you will have to buy my book:
Fabless: The Transformation of the Semiconductor Industry.
Micro-controllers and sensors, mostly sensors. And yes the IP licensing model fits this market since it is very fragmented.
Wile I appreciate you giving me credit for something, however this rumor came from JP Morgan. I have the report:
J.P. Morgan Asia team reports Altera re-engaging TSMC. Our J.P. Morgan
Foundry analyst, Gokul Hariharan wrote today that Altera has re-engaged
TSMC (please see the note titled “Chances of Altera Coming Back at 16nm
Strong...).” Our checks indicate potential Intel foundry customers have become
wary due to the issues. As a result, we believe Intel needs to make progress this
year in fixing these issues or its foundry efforts could be dealt a serious blow.
I have talked to people at Altera and TSMC and have found this to be false.
Intel Has Become an Embarrassment
BY Rocco Pendola | 03/05/14 - 09:00 AM EST
NEW YORK (TheStreet) -- I had to chuckle at a line from a story we published Tuesday here at TheStreet about the apparent coup Intel (INTC) scored when it acquired smart watch maker Basis Science:
At this year's Consumer Electronics Show, Intel was touting wearable computing devices as the next big thing.
That might be true and all, but how can anybody far enough away from the turnip truck take anything Intel says about "the next big thing" seriously?
2% of Q1 revenue is not "initial batches". If you are talking about risk lots that was Q4 2013. (6) companies that I know of will ship TSMC 20nm based products this year. And let me tell you the iPhone6 is amazing! I will buy one off plan, absolutely.
From what I'm told Samsung will ship 14nm wafers this year and the yield is good thus far. This could be a real game changer for the foundry business.