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The weather in Taiwan last week was very strange. It was so cold I tried to turn on the heat in my hotel room only to find out it was not possible. If you want more heat they bring a portable heater because who needs central heat in Hsinchu? Even stranger is all of the media hyperbole on the next process nodes:
Intel CFO: We’re so far… Read More
As I have mentioned before, Intel and the foundries approach process development from different starting points. Intel is committed to Moore’s law in reducing the transistor cost by increasing the process density in a near linear fashion. The foundries on the other hand work closely with partners and customers to determine the… Read More
There is an interesting reality show playing in the media featuring Qualcomm and Samsung with supporting actors TSMC, LG, Xaomi, and Apple. As I’m sure we all have read, Samsung is losing massive amounts of money on mobile which was once a very profitable business unit. Let’s take a look at the current landscape and some of the recent… Read More
There are four big technology companies that I grew up with: Intel, Apple, Microsoft, and IBM. I still follow all four but it is sometimes hard to watch. Last week there was talk of a massive layoff at IBM and I have just confirmed it with my Upstate sources. According to an article in Forbes it will be 25% of the more than 400,000 workforce.… Read More
The origin of ARM’s success in mobile phone space is largely traced to Symbian’s decision to exclusively support the ARM Instruction Set Architecture (ISA). This in turn was the consequence of a mid-1990s decision by Texas Instruments to use ARM in its mobile phone ASICs for Nokia, the driving force behind the inception of the Symbian… Read More
I’m not a financial guy, as I have mentioned before, so let me just make some comments on the technology discussed on today’s conference call. Please note that the Chairman Dr. Morris Chang was on the call which is probably why the TSM stock went up more than 8% immediately after. Of course there was plenty of good news to go along with… Read More
The final session of the SEMI Industry Strategy Symposium (The CxO Panel) was the most interesting for me because executives from three of the four most influential semiconductor companies were on the panel: Dr. Goeff Yeap of Qualcomm, Dr. Jack Sun from TSMC, and Mr. Mark Bohr of Intel. Who is fourth you ask? That would be Apple of … Read More
Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More
This is the 20[SUP]th[/SUP] year of DesignCon and I’m really looking forward to it. While I haven’t attended all 20 I certainly have attended the majority of them. Now it is like a college reunion for me seeing all sorts of friends and former coworkers. One of them is even a keynote but more on that later. This year there are 14 conference… Read More
One of the more interesting announcements by Intel at CES was surprisingly not about technology, it was about a $300M Investing in Diversity and Inclusion initiative. According to Intel CEO Brian Krzanich “A fully diverse and inclusive workplace is fundamental to our ability to innovate and deliver business results.” After … Read More
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Intel: Pushing EMIB Forward: Design Methodology Insights with Synopsys Tools