3nm - TSMC vs Samsung
The Chip Insider®
January 29, 2021 — Strategy and Tactics: 3nm - The different development strategies of TSMC and Samsung.
WildPhotons: To finish first you must ...
G. Dan Hutcheson
Summaries:
3nm - The different development strategies of TSMC and Samsung: Many have noted that the biggest difference between these two 3nm processes is TSMC is pushing finFET down another node, while Samsung is jumping to GAA. While it would be easy to jump to conclusions about who's in the lead, more interesting is the strategic decision-making going on and what the differing risk profiles say about each. In other words, has TSMC really fallen behind or is their market position such that they want to minimize risk? Has Samsung jumped ahead or are they more willing to take on more risk to gain a strategic advantage?
What's Happening and What's the Meaning:
Betting all the Chips: ... an interesting timestamp for how long it takes for strategic knowledge to migrate from industry insiders to ...
Getting the Band Back Together: Intel announced that Sunil Shenoy is returning to run Design Engineering and ...
Maxim: R&D Productivity in Semiconductors is a Sport, not a Process: It's a strategic error to approach managing semiconductor research and develop like it's a manufacturing line. Running a fab line requires a firm hand, while getting consistent productivity out of R&D requires a very light touch. Great leaders of R&D teams are more like coaches than managers...
ChipChirpsTM — VLSI's Semiconductor Analytics report: Focusing on NAND this week. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.
weVISION Videos: NEW: VLSIinsiders' cloudside chat from 13 Jan Silicon Lifecycle Management with Steve Pateras of Synopsys Making the new normal a better normal with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus with Tom Sonderman of Skywater.
NOW available as downloadable podcasts on VLSI's Smartphone app.
VLSIinsiders' cloudside chat videos: New: Jan 27:Deals slowing, China, Equipment Shortages, Auto IC Jan 13: Whisper WFE growth, Intel's CEO. Jan 6: First look at 2021.
— Click on The Chip Insider® button in VLSI's App for Android and iOS to download or Click here for the website.
3nm - The different development strategies of TSMC and Samsung: Many have noted that the biggest difference between these two 3nm processes is TSMC is pushing finFET down another node, while Samsung is jumping to GAA. While it would be easy to jump to conclusions about who's in the lead, more interesting is the strategic decision-making going on and what the differing risk profiles say about each. In other words, has TSMC really fallen behind or is their market position such that they want to minimize risk? Has Samsung jumped ahead or are they more willing to take on more risk to gain a strategic advantage?
What's Happening and What's the Meaning:
Betting all the Chips: ... an interesting timestamp for how long it takes for strategic knowledge to migrate from industry insiders to ...
Getting the Band Back Together: Intel announced that Sunil Shenoy is returning to run Design Engineering and ...
Maxim: R&D Productivity in Semiconductors is a Sport, not a Process: It's a strategic error to approach managing semiconductor research and develop like it's a manufacturing line. Running a fab line requires a firm hand, while getting consistent productivity out of R&D requires a very light touch. Great leaders of R&D teams are more like coaches than managers...
ChipChirpsTM — VLSI's Semiconductor Analytics report: Focusing on NAND this week. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.
weVISION Videos: NEW: VLSIinsiders' cloudside chat from 13 Jan Silicon Lifecycle Management with Steve Pateras of Synopsys Making the new normal a better normal with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus with Tom Sonderman of Skywater.
NOW available as downloadable podcasts on VLSI's Smartphone app.
VLSIinsiders' cloudside chat videos: New: Jan 27:Deals slowing, China, Equipment Shortages, Auto IC Jan 13: Whisper WFE growth, Intel's CEO. Jan 6: First look at 2021.
— Click on The Chip Insider® button in VLSI's App for Android and iOS to download or Click here for the website.
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