tag: Apple

More Consolidation Ahead
By Ed Sperling - 28 Jul, 2016 - Comments: 0

Consolidation fueled by low interest rates is nearing the end, at least for this round. The U.S. Federal Reserve is looking at another rate increase based upon healthy reports on the economy, possibly as early as September. If all goes well, there will be multiple interest rate hikes over the next few years, allowing investors to build more balanced portfolios that are not entirely reliant on t... » read more

Looking Beyond Technology
By Ed Sperling - 30 Jun, 2016 - Comments: 0

The semiconductor industry is beginning to make real progress in deep learning and artificial intelligence, opening up bigger opportunities across more markets than have ever existed in the history of technology. But before this revolution goes much further, the industry also needs to step back and establish a set of guidelines about how this technology will be used. This is an entirely dif... » read more

Interconnect Challenges Rising
By Mark LaPedus - 27 Jun, 2016 - Comments: 1

Chipmakers are ramping up their 14nm finFET processes, with 10nm and 7nm slated to ship possibly later this year or next. At 10nm and beyond, IC vendors are determined to scale the two main parts of the [getkc id="185" kc_name="finFET"] structure—the transistor and interconnects. Generally, transistor scaling will remain challenging at advanced nodes. And on top of that, the interconnects ... » read more

The Road To 5nm
By Ed Sperling - 23 Jun, 2016 - Comments: 1

There is strong likelihood that enough companies will move to 7nm to warrant the investment. How many will move forward to 5nm is far less certain. Part of the reason for this uncertainty is big-company consolidation. There are simply fewer customers left who can afford to build chips at the most advanced nodes. Intel bought Altera. Avago bought Broadcom. NXP bought Freescale. GlobalFoundrie... » read more

Next Challenge: Contact Resistance
By Mark LaPedus - 23 Jun, 2016 - Comments: 0

In chip scaling, there is no shortage of challenges. Scaling the finFET transistor and the interconnects are the biggest challenges for current and future devices. But now, there is another part of the device that’s becoming an issue—the contact. Typically, the contact doesn’t get that much attention, but the industry is beginning to worry about the resistance in the contacts, or conta... » read more

Plotting The Next Semiconductor Road Map
By Ed Sperling - 13 Jun, 2016 - Comments: 0

The semiconductor industry is retrenching around new technologies and markets as Moore's Law becomes harder to sustain and growth rates in smart phones continue to flatten. In the past, it was a sure bet that pushing to the next process node would provide improvements in power, performance and cost. But after 22nm, the economics change due to the need for multi-patterning and finFETs, and th... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 20 May, 2016 - Comments: 0

Chipmakers IC Insights released its top chip makers in terms of sales for the first quarter of 2016. The top-20 ranking includes three pure-play foundries (TSMC, GlobalFoundries, and UMC) and six fabless companies. Intel remained in the top spot, followed in order by Samsung and TSMC. The biggest movers in the ranking were made by the new Broadcom (Avago/Broadcom) and Nvidia. Broadcom jumped f... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 13 May, 2016 - Comments: 0

Chipmakers Samsung Electronics has unveiled its newest memory card globally–the EVO Plus 256GB microSD card. Based on Samsung’s 3D NAND technology, the EVO Plus 256-GB offers the highest capacity for a microSD card in its class. Consumers can now record up to 12 hours of 4K UHD video or 33 hours of Full HD video on their mobile device or action camera without needing to change or replace t... » read more

Automating System Design
By Ann Mutschler - 02 May, 2016 - Comments: 1

Change is underway in the chip design world, creating opportunities and challenges that reach far beyond questions about whether Moore’s Law is slowing or stopping. Never before in the history of semiconductors has design been so complex and sophisticated, and never has it touched so many lives in so many interesting ways. This is all happening as a result of the chip’s enabling role in ... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 29 Apr, 2016 - Comments: 0

Chipmakers IC Insights released its foundry rankings in terms of sales in 2015. TSMC was the leader with $26.4 billion in sales last year. Second ranked GlobalFoundries, which took over IBM’s IC business in 2015, made some gains. With IBM’s chip unit, GlobalFoundries’ quarterly sales in 4Q ‘15 were about $1.4 billion, an annual run-rate of $5.6 billion, about 12% greater than the compa... » read more

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