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
- DSP-Based 112G SerDes
- XTAL oscillator in TSMC-7nm
- GPU
- V-by-One Verification IP
- AI model compression IP
Related Blogs
- iSuppli raises 2010 foundry forecast; interesting lessons to learn for India from China’s story!
- The era of superintegration: The Marvell and ARM story - more than one billion chips served
- Semiconductor and EDA Forecasts 2011 / 2012
- 65nm to 45nm SerDes IP Migration Success Story
Latest Blogs
- Embedded Security explained: Secure boot for embedded systems
- World's First Standards-Compliant 112G PHY IP for Linear Optics: A Turning Point for AI Interconnects
- One Key for Every Door: How Aliro Extends the UWB Digital Key Beyond the Car
- Reprogrammable Post-Quantum Security for SoCs: Why Crypto-Agility Matters
- Designing the Beam Steering Core for a C-Band AESA: A Look at VSI's VBF0644 GaAs Beamformer IC