@EdsonBellido

Semiconductor engineer with a Ph.D. in Materials Science, I leverage my technical and management expertise to drive innovation in semiconductor process analysis

 USA & Canada
ca.linkedin.com/in/edsonbellido
Joined April 2011
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Check out the latest article in my newsletter: Semiconductor Recap #21 linkedin.com/pulse/semicondu… via @LinkedIn

Semiconductor Recap #21

In this Recap: The industry is doubling down on AI infrastructure and advanced packaging, even as process node roadmaps get more complex and geopolitical tensions redefine supply chains. Nvidia...

linkedin.com
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Check out the latest article in my newsletter: Semiconductor Recap #20 linkedin.com/pulse/semicondu… via @LinkedIn

Semiconductor Recap #20

In this Recap: The industry is grappling with the staggering costs of the AI buildout, fueling intense competition and accelerating geopolitical fragmentation. TSMC raising capex and prices is...

linkedin.com
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Check out the latest article in my newsletter: Semiconductor Recap #19 linkedin.com/pulse/semicondu… via @LinkedIn

Semiconductor Recap #19

In this Recap: The semiconductor industry is grappling with a supply crisis of historic proportions, triggering massive long term capital commitments and a frantic search for architectural breakthr...

linkedin.com
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Check out the latest article in my newsletter: Semiconductor Recap #18 linkedin.com/pulse/semicondu… via @LinkedIn

Semiconductor Recap #18

In this Recap: China cutting off a critical semiconductor gas to Japan is highlighting the fragility of the global supply chain, triggering a production collapse that exposes major foundries....

linkedin.com
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Check out the latest article in my newsletter: Semiconductor Recap #17 linkedin.com/pulse/semicondu… via @LinkedIn

Semiconductor Recap #17

In this Recap: The AI buildout is comprehensively reshaping the semiconductor landscape, driving tectonic shifts in national strategy, supply chains, and technology roadmaps. Nvidia investing $150...

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Samsung narrowly averted an 18-day chip strike, preventing billions in potential losses. What does this last minute wage deal mean for global #chipsupplychain stability? 📉
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The dispute focused on performance bonuses: workers compared payouts to #SKHynix, while Samsung faced profit sharing complexity across booming memory and weaker logic/foundry divisions. Daily losses estimated at ₩1 trillion were on the line. #SemiconductorIndustry
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This tentative deal, pending a worker vote, highlights critical labor relations and retention challenges in a high demand market. Ensuring fair compensation across diverse business units is key for uninterrupted #AIchip production. #TechStrategy
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Beyond 3nm: imec IC-Link joins the TSMC 3DFabric Alliance, signaling a pivotal shift in semiconductor innovation. 💡 #Semiconductor #AdvancedPackaging
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This alliance directly connects imec's R&D with TSMC's production. The strategic implication: accelerated commercialization for next-gen AI solutions and vital early access to advanced packaging for fabless innovators. #TSMC #imec
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Thank you SemiWiki and Daniel Nenni for this analysis. semiwiki.com/semiconductor-m…

imec IC-Link and TSMC 3DFabric Alliance Expansion Signals New Era of System-Level Scaling

imec announced that IC-Link by imec has joined the TSMC 3DFabric Alliance, a strategically important move that reflects the semiconductor industry’s transition from traditional monolithic scaling...

semiwiki.com
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TSMC just approved $51.3B in new capital, signaling a major strategic shift. How will this impact advanced chip manufacturing & #AI growth? 📈 #TSMC #Semiconductors
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Driven by intense #AI and #HPC demand, this investment includes plans for 18 new fabs/packaging facilities. TSMC Arizona's total commitment now exceeds $165B, making it the largest greenfield FDI in US history. #SupplyChain #TechStrategy
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Thank you to Semiconductor Digest and Pete Singer. Read more: semiconductor-digest.com/tsm…

TSMC Board Approves US$31.3 Billion Capital Appropriation - Semiconductor Digest

TSMC said its Board of Directors has approved capital appropriations of approximately US$31.28 billion to fund advanced technology capacity, fab construction, and fab facility systems, in one of the...

semiconductor-digest.com
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Intel is reportedly compelling PC makers to adopt 18A CPUs. OEMs face a choice: redesign around newer, pricier silicon or risk losing supply. #Intel #Semiconductors 💡
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This 18A push, despite high costs and unproven market demand, appears strategic. Intel needs high volume production data to accelerate 18A yield improvement and drive down costs, targeting healthy margins by 2027. OEM redesigns take 3+ months. #TechStrategy #RND
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Thank you to Tom's Hardware and Luke James for this insight. tomshardware.com/tech-indust…

Intel tells PC makers to adopt 18A CPUs or lose their supply, report claims — Intel 7 supply dries...

Older Intel 7-based processors are locked up for servers and industrial use, leaving OEMs with little choice.

tomshardware.com
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