The 2020 semiconductor revenue forecast is in, and pretty much everyone is a winner.
Source: Intel Tops Semiconductor Revenue, as TSMC, Nvidia, and AMD Vault Upwards – ExtremeTech
EETimes – GUC Die-to-Die (D2D) Total Solution Opening the New Era of Flagship SoC –
Global Unichip Corp. (GUC), the Advanced ASIC Leader, disclosed today that it has successfully demonstrated the silicon-proven GLink (GUC multi-die
Source: EETimes – GUC Die-to-Die (D2D) Total Solution Opening the New Era of Flagship SoC –
TSMC to Build first US Fab in Arizona! – Semiwiki
Well, it’s official, the TSMC Board of Directors approved an…
Why Apple’s M1 Chip Could be a Real Threat to Intel and AMD – ExtremeTech
Intel’s own history suggests it and AMD should take Apple’s new M1 SoC very seriously.
Source: Why Apple’s M1 Chip Could be a Real Threat to Intel and AMD – ExtremeTech
Are TSMC and Intel Partnering in Arizona? – SemiWiki
One rumor is that TSMC is working with the Federal and State Government to better secure the semiconductor supply chain in the United States. The US Government is finally putting up some money to offset costs of semiconductor manufacturing in the US.
Another rumor, which I may have started, is that TSMC and Intel are already working together in Arizona. Arizona is Intel’s home court so is it a coincidence that TSMC is landing there? Another coincidence, Intel is discussing outsourcing designs to a foundry, a decision to be made by the end of the year according to Intel CEO Bob Swan. I’m sorry but I really don’t believe in coincidence especially when it comes to TSMC. TSMC management is the best this industry has seen in decades so this storyline is all about TSMC.
Source: Are TSMC and Intel Partnering in Arizona? – SemiWiki
Apple Books TSMC’s Entire 5nm Production Capability – ExtremeTech
Apple alone will soak up TSMC’s 5nm capacity for the iPhone 12, iPad Air, and A14, leaving no room for anyone else.
Source: Apple Books TSMC’s Entire 5nm Production Capability – ExtremeTech
TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity
To further hit the message home, TSMC showcased a slide indicating where it stands in relation to others: by using a combination of public ASML statements and their own internal purchase sheets, TSMC predicts that they have ~50% of all the active EUV machines installed worldwide. Beyond that, the company also has a number of ~60% for cumulative EUV wafer production.
Source: TSMC: We have 50% of All EUV Installations, 60% Wafer Capacity
Intel Unveils 10nm ‘SuperFin’ Process Node, Tiger Lake Details – ExtremeTech
Intel unveiled new details about Tiger Lake and its new Willow Cove CPU architecture. Santa Clara is pouring on the clock speed.
Source: Intel Unveils 10nm ‘SuperFin’ Process Node, Tiger Lake Details – ExtremeTech
