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We have been here before… and when I say “we” I do include myself. Back in 1997, I joined a secretive company called Transmeta. The company was two years old and working on a new x86 microprocessor to challenge Intel. The original focus of the company was not to build a lower power processor, but one that was faster. As with… Read More
Every Semiconductor Analyst has given Intel the once over a hundred times about their slowing PC unit volume. They are looking in the wrong place because the true secret of the Q2 earnings – in my humble opinion – is that Intel’s factories are full and parts are on allocation. What???
Check it out, high-end, 8 and 10 core XEON processors… Read More
Analysts tend to make judgments regarding Intel based on an existing conventional wisdom (CW) and projecting straight line into the future. As a former Intel, Cyrix, and Transmeta processor marketing guy I would like to offer a different perspective as I have been both inside the tent looking out and outside looking in.
The current… Read More
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Semiconductors Slowing in 2025