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Intel Corporation Message Board

dnenni 260 posts  |  Last Activity: Mar 29, 2014 9:53 PM Member since: May 30, 2012
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  • Reply to

    Nenni's book is about 20 years late

    by semi_equip_junkie Mar 29, 2014 3:04 PM
    dnenni@ymail.com dnenni Mar 29, 2014 9:53 PM Flag

    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.

  • dnenni@ymail.com dnenni Mar 27, 2014 11:58 AM Flag

    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.

  • dnenni@ymail.com dnenni Mar 27, 2014 11:06 AM Flag

    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.

  • dnenni@ymail.com dnenni Mar 26, 2014 11:14 AM Flag

    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.........

  • Reply to

    Handel Jones on Why FinFETs Are Not the Answer

    by dnenni Mar 20, 2014 9:16 AM
    dnenni@ymail.com dnenni Mar 20, 2014 6:40 PM Flag

    Feedback is not the same as backlash. If all personal attacks stopped this group would be a lot more useful don't you think?

  • Reply to

    Handel Jones on Why FinFETs Are Not the Answer

    by dnenni Mar 20, 2014 9:16 AM
    dnenni@ymail.com dnenni Mar 20, 2014 2:05 PM Flag

    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........

  • Reply to

    The Infamous Intel FPGA Slide!

    by dnenni Mar 13, 2014 7:31 PM
    dnenni@ymail.com dnenni Mar 13, 2014 11:48 PM Flag

    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
    ourselves.

    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.......

  • Reply to

    The Infamous Intel FPGA Slide!

    by dnenni Mar 13, 2014 7:31 PM
    dnenni@ymail.com dnenni Mar 13, 2014 10:56 PM Flag

    Back to stalking? Stick with what you are good at I guess.

  • 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….

  • Reply to

    Where'd Weaver go?

    by smokinghotblitch Mar 13, 2014 5:24 PM
    dnenni@ymail.com dnenni Mar 13, 2014 7:24 PM Flag

    Maybe Yahoo banned him for using multiple aliases? Or for just being rude and childish?

  • Trending on SemiWiki:

    Galileo, not a barber, but an Intel maker module
    by Don Dingee
    Published on 03-13-2014 01:00 PM

    Intel is taking its Quark processor straight to makers, trying to capture hearts and minds with its powerful brand and broad software support. The first Intel maker module with Quark onboard, Galileo draws on the Arduino (Italian for “brave friend”) open source hardware/software project. The board footprint is 4.2” x 2.8”, with the connectors projecting slightly over the edges....

  • As you may have read on SemiWiki last week:

    450mm Delayed and Other SPIE News
    by Scotten Jones
    Published on 03-04-2014 09:00 PM

    Seeking Alpha: 3/13/ 6:37 PM
    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."

  • dnenni@ymail.com dnenni Mar 7, 2014 6:16 PM Flag

    ideal_invst

    I do not work for TSMC. 40+ companies sponsor SemiWiki. Read the ABOUT if you want to know what a sponsorship gets and who the sponsors are. All registered members can post on SemiWiki. The official SemiWiki bloggers are also in the ABOUT with links to their professional profiles. That is transparency that you will not see on other sites.

    I have never claimed to be unbiased. As a blogger we share our experience, opinions, and observations. We are not analysts, journalists, or editors so different rules apply. We all have day jobs inside the semiconductor industry and write on the side.

    I take exception to Intel and anybody else who spreads disinformation about the fabless semiconductor ecosystem. That is my bias. And for the record there are both pro and con Intel articles on SemiWiki.

  • dnenni@ymail.com dnenni Mar 7, 2014 9:34 AM Flag

    When reading stuff on the internet you have to understand both WHAT people write and WHY they write it. Getting clicks for your ads is one thing but JP Morgan and other financial types manipulating a stock is quite another. I missed the conference call on this one but I know one of the guys who participated and I will talk to him next week. I think there is more to this than getting clicks so stay tuned.

  • Reply to

    TSMC delays 20 nm until Q3 2014

    by sujit_98 Mar 5, 2014 3:36 PM
    dnenni@ymail.com dnenni Mar 6, 2014 7:56 PM Flag

    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.

  • Reply to

    TSMC delays 20 nm until Q3 2014

    by sujit_98 Mar 5, 2014 3:36 PM
    dnenni@ymail.com dnenni Mar 6, 2014 3:30 PM Flag

    Mr Stalker,

    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.

  • Reply to

    Intel Has Become an Embarrassment

    by dnenni Mar 6, 2014 12:06 AM
    dnenni@ymail.com dnenni Mar 6, 2014 10:17 AM Flag

    Micro-controllers and sensors, mostly sensors. And yes the IP licensing model fits this market since it is very fragmented.

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