All the money goes to manufacturing
There has been much talk about the latest CHIPS and Science Act, through which the US is attempting to advance an industrial strategy to revitalize domestic manufacturing jobs and secure semiconductor supply chains. This legislation is spectacular and well-timed, given recent de-globalization events and China's constant threat to Taiwan. And just days ago, TSMC had an event including POTUS in Arizona fab.
Analysis: Intel 7, Intel 4 Intel 3, and Intel A20 angstrom
The nanometer branding has been quite an inaccurate way to describe the transition size and the performance. After maintaining desktop and especially mobile leadership for the most part with 14nm, Intel is happy to report that the second-generation 10 nm is in heavy volume. 10nm is now represented more than 14nm volume, but Intel decided to change the way it calls its manufacturing processes.
Analysis: Rejoins as a CEO after 12 years of absence
Back in mid-September 2009, we were sad to report that Kicking Pat Gelsinger was leaving Intel to take the CEO chair at EMC, later VMware. Now one of the key minds behind Pentium is coming back to the place that he still calls home, Intel.
Analysis: Interesting marketing that works
I have been around to vividly remember 350 nm and the first Pentium and AMD K5/K6 processors, and since that time, I have tracked the microprocessors and GPU market. It went swiftly from 350 to 250nm and later to 180, 130, 90, 65, 45, 32nm, and 14nm. It took some ten significant geometry shrinking and power reductions to get to 10nm and even to get to 7nm. Apple, in collaboration with TSMC, is just months away from announcing 5nm chips, but the real question is, do nanometers matter?
2500 mm2 interposer and 5nm N5P EUV to the rescue
Usually, it is Intel which talks about Moore’s Law, but this time our long-time industry friend Godfrey Cheng at TSMC talked about potential and the future of the world’s finest manufacturing facility.
Industry contacts shared
The mobile industry is definitely outpacing the manufacturing progress of both GPUs and CPUs and this is not going to change anytime soon. Apple lead the industry with millions of 7nm A12 SoCs, Huawei and Qualcomm are joining in, while the PC industry will get them slightly later with much smaller volumes and with the help of small AMD.
Financial community got it wrong
After Intel announced that it had to delay its 10nm production to 2019, financial analysts around the world reacted with negative stock comments and valuation. Most of them got things wrong. Intel with its $17 billion highest ever revenue showed magnificent growth in the data center and it made that $17 billion without 10nm.
Ford trolls with 7K cars in 4 hours
Elon Musk is very proud that after spending billons and missing every single projection he ever made, Tesla has finally managed to make 7000 cars in seven days. Ford’s CEO Steven Armstrong is trolling that it can make 7000 cars in four hours.
Doing a lot of work in Quantum Computing
We had a chance to chat with the Tom Sonderman, the president of SkyWater - a new/old US owned and operated semiconductor Fab. These guys can make a lot of interesting IoT, automotive and even quantum processing units and what makes it unique is that it is US owned and operated.
If you believe Trump
Donald (Prince of Orange) Trump claims that Apple CEO Tim Cook has promised him that Apple will build three big new plants in the US.