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Confidential
1
2024-07-29
CoAsia Electronics Foundry BD Report
Promotion challenges in Taiwan - TSMC strong competition from it’s IP and the whole ecosystem readiness.
Case 1: Wolley Inc.
➢ Background info. – strong connection with TSMC due to
(1) One of the board members Jim Lai is GUC ex-GM.
(2) Customer R&D team all familiar with TSMC.
➢ Funding round: the most recent funding round was a Series B on Dec. 6, 2021, where US$6M secured.
Latest funding gap is US$20M for next new chip t/o.
➢ WHY CoAsia Semi?
(1) Venture Capital introduced to Wolley.
(2) Taiwan team is capable of finding end customers for Wolley to make it one-stop services.
➢ Support needs:
(1) PPA benchmark or any data to prove S.F. whatever the tech. node has better power consumption
than TSMC N7.
(2) PCIe Gen 6 PHY IP readiness check at S.F.: other than SNPS@5nm, need to check both CNDS and
Alphawave’s IP readiness at S.F.
(3) Taiwan local OSAT strategic partner together with wafer price.
(TSMC N7 ref. wafer price is $10k-$12k/wf).
➢ Action items:
(1) Arrange SR to meet Wolley CTO on Aug. 1
st
. in Zhubei Semi office in order to
① Walk Wolley CTO CoAsia Semi design services and our offerings.
② Discuss RFQ.
③ Other tech. discussions.
(2) Sign 2P NDA with Wolley.
Case 2&3: WHALECHIP and Sunplus
Support needs:
① For all those T-camp preferred customers, can we re-direct to Faraday and have referral agreement to
ensure our profitability?
[END]
TAM(USD)
Current/Preferred
FDRY
Samsung Yearle Demand
瓦雷科技
Wolley Inc.
TSMC N12
5nm
or more advanced tech.
node
CXL Ctrl $70M / $7kwfs
1. PCIe Gen. 6 PHY
2. LPDDR5x 8,533Mbps or
higher(9,600Mbps)
- 1
st
visit on Jul. 12, 2024
- Requested to have PPA benchmark data
between TSMC N7 v.s. S.F. 5nm
TSMC N7 preferred due to
1. PCIe Gen 6 PHY IP readiness.
(SNPS Rev. 3 v.s. S.F. 5nm Rev. 1)
2. Power consumption
3. OSAT partner in Taiwan
鯨鏈科技
WHALECHIP
TSMC N3
N/A Crypto TBC N/A
- 1
st
visit on Jul. 19, 2024
- APR R&D task outsourcing, fabrication
has to be at TSMC.
APR task outsourcing.
(WHALECHIP is TSMC direct DCA,
can download PDK directly.)
凌陽科技
Sunplus
TSMC N22
N/A AI accelerator TBC LPDDR4@4266MHz
- 1
st
visit on May 13, 2024
- APR R&D task outsourcing, TSMC
fabrication preferred.
APR task outsourcing.
(TSMC 22nm preferred due to
LPDDR4@4266MHz IP silicon
proven.)
Key factors to win the biz
Company
Name
End Product
Contact status with CoAsia
Process Node
Critical IPs
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