Semiconductor Roundup – Intel, Teradyne, Lam Research, Wolfspeed, Texas Instruments, UMC, Xilinx, Samsung, MediaTek – 1/27/2022
This will be our first of this type of post, but a flurry of semiconductor earnings releases and calls are
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Mobile
Advanced Packaging Part 1 – Pad Limited Designs, Breakdown Of Economic Semiconductor Scaling, Heterogeneous Compute, and Chiplets
In this multi-part series we will do a deep dive into the advanced packaging mega-trend. This will include a breakdown of the various types of advanced packaging, flows, tool types, and vendors. In part 1 we dive into what pad limited designs are, the slowdown of Moore’s Law and end of economic shrinks, heterogeneous compute, and the economic and design implications of chiplets.
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Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | >$8B Segment By 2025
Qualcomm continues to accelerate their RFFE business by filling more gaps in their product line and building out more capabilities for 5G. With ultraSAW, ultraBAW, and other innovations in filters, modules, envelope trackers, and switches, Qualcomm will likely grow RFFE to $8B in 2025.
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Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In
Apple’s leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the future doesn’t look so bright. Apple currently has the best client CPU cores, but can they hold this lead against stronger competition from Intel, AMD, and Qualcomm?
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No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar (GSAT) Explained
No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar Explained
Globalstar Sat’s useful life ends 2025-2028 and their future revenue is mostly from terrestrial spectrum licensing!
The stock shouldn’t be up 90%.
The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D
Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.
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MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC
MediaTek is targeting the flagship mobile world next year by shipping the highest density node, TSMC 4nm before anyone else. They will utilize the best standard Armv9 cores with X2, A710, and A510. It will also bring 5G GPP Release 16 support. MediaTek may snatch the Android CPU crown away from Qualcomm and Samsung!
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Qualcomm/MediaTek Will Beat Apple To Shipping TSMC 3nm Based Smartphone Chips
Apple has long been considered the primary TSMC partner as the first mover to new process technologies, but this is changing.
Based on comments from TSMC’s CEO, Qualcomm and/or MediaTek will be releasing a N3 smartphone SOC before Apple!
Qualcomm MWC 2021 – Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features
Qualcomm is changing the game in network infrastructure hardware with their 4nm FSM200 for small cells and the 5G Distributed Unit X100 Accelerator Card. Furthermore, their new features in 5G enable brand new use cases in automotive, factories, and supply chain!
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Semi Supply Chain Cutting Expectations as Phone Sales Plummet
SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.
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