Breaking News
Newest First | Oldest First | Threaded View
Peter Clarke
User Rank
Re: Going for the leading edge is the most profitable pathway?
Peter Clarke   9/19/2013 7:28:34 AM

yeah-but, no-but, yeah-but

The implication of the IC Insights analysis is that aggregate for the industry working the trailing edge/specialist edge. or shall we call it More-than-Moore, as worked by Tower Semiconductor, X-Fab, Lfoundry, Silterra and others, will NOT work, because it is a declining market?

Obviously it can work for thoise gaining market shares while others drop out of the market.

But why is it declining in aggregate?

Well it may be that TSMC is dropping ASPs for More-than-Moore wafers as it grabs market share.

And there may be some protection if a specialist has a process that is in demand and not offered anywhere else. But again the implication is that eventually TSMC or Globalfoundries will offer it while expanding their business at the leading-edge.

There are, of course, long time constants on a market that rarely reaches dynamic equilibrium.


User Rank
Going for the leading edge is the most profitable pathway?
junko.yoshida   9/19/2013 6:43:28 AM
I don't see any surprises in the story's headline: Pure-Play Foundries Need the Leading Edge.

The question I would ask, though, is whether that's the most profitable path for pure-play foundries. When you look at profitabilities of foundries, I think we may come to a different conclusion with specialty foundries like Tower-Jazz are doing quite well.

User Rank
Very Deep Sub Micron
AnySilicon   9/19/2013 4:45:39 AM
The money is in the VDSM market, all the big foundries are therefore running in this direction. Thanks for sharing Peter!

rick merritt
User Rank
Beyond 28nm
rick merritt   9/18/2013 12:22:14 PM
28nm was a barn burner with Qualcomm's recenues actually limited by how many wafers it could get and how fast.

I'm not sure past performance will preduct future results. Will a potentially more expensive 16nm FinFET process be as big a seller if it is more complex and costly with double patterning? Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Like Us on Facebook
Special Video Section
Power can be a gating factor in success or failure of ...
Get to market faster and connect your next product to the ...
See how microQSFP is setting a new standard for tomorrow’s ...
The LTC3649 step-down regulator combines key features of a ...
Once the base layer of a design has been taped out, making ...
In this short video we show an LED light demo to ...
The LTC2380-24 is a versatile 24-bit SAR ADC that combines ...
In this short video we show an LED light demo to ...
Wireless Power enables applications where it is difficult ...
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
The LT8602 has two high voltage buck regulators with an ...
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...