Tracking the Big Semiconductor Story of 2012
It’s just a matter of time – perhaps just a few months - before the greatest mystery of the semiconductor industry is revealed and the peaceful co-existence of the Fab vs Fabless world is blown apart. An arms race was started by Intel to challenge TSMC and Samsung on who would control not only the high valued processor but soon to be much higher valued NAND Flash and SRAM that define mobility and data center peak performance efficiency. It is not, as many may claim, a battle between x86 and ARM architectures, it is rather an SRAM – NAND dominant memory based platform battle. The shift in our understanding will help explain the mystery as to why Intel is doubling Fab capacity starting in 2012 with the 22nm process even though the PC and server markets are expected to grow in low double digits.
To read the full article, click here
Related Semiconductor IP
- Flash Memory LDPC Decoder IP Core
- SLM Signal Integrity Monitor
- All Digital Fractional-N RF Frequency Synthesizer PLL in GlobalFoundries 22FDX
- USB 4.0 V2 PHY - 4TX/2RX, TSMC N3P , North/South Poly Orientation
- TSMC CLN5FF GUCIe LP Die-to-Die PHY
Related Blogs
- Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?
- Novocell Semiconductor Update 2012!
- 2012 semiconductor market decline likely
- Fabless Semiconductor Ecosystem Update 2012
Latest Blogs
- MIPI: Powering the Future of Connected Devices
- ESD Protection for an High Voltage Tolerant Driver Circuit in 4nm FinFET Technology
- Designing the AI Factories: Unlocking Innovation with Intelligent IP
- Smarter SoC Design for Agile Teams and Tight Deadlines
- Automotive Reckoning: Industry Leaders Discuss the Race to Redefine Car Development