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Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?

Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
by Paul McLellan on 08-24-2013 at 3:23 pm

I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More


Microsoft Signals the Return of "Expensive Hardware, Cheap Software"

Microsoft Signals the Return of "Expensive Hardware, Cheap Software"
by Ed McKernan on 08-23-2013 at 12:00 pm

The announcement that Steve Ballmer will step down from Microsoft within the next 12 months and just weeks after kicking off a vast re-org focused on mobile devices can only mean that the future is coming much faster than Bill Gates or Steve Ballmer had ever expected and that without a radical adoption of hardware everywhere, it will… Read More


No Mention of 14nm at the 2013 Intel Developer Forum?

No Mention of 14nm at the 2013 Intel Developer Forum?
by Daniel Nenni on 08-19-2013 at 5:00 pm

Yes, I will be going to IDF again this year, even though it is the same day as the Apple new product announcement. As a born again Apple Fan that is really saying something but Intel has done a great job of motivating the fabless semiconductor ecosystem and I thank them for that.

Unfortunately, noticeably missing from the IDF presentation… Read More


450mm Wafers are Coming!

450mm Wafers are Coming!
by Daniel Nenni on 08-14-2013 at 8:05 pm

The presentations from the 450mm sessions at SEMICON West are up now. After talking to equipment manufacturers and the foundries I’m fairly confident 450mm wafers will be under our Christmas trees in 2016, absolutely. TSMC just increased CAPEX again and you can be sure 450mm is part of it. SEMI has a 450mm Central landing page HERERead More


Intel Is Continuing to Scale While Others Pause

Intel Is Continuing to Scale While Others Pause
by Paul McLellan on 08-09-2013 at 11:52 am

Back in May, William Holt, EVP of technology and manufacturing at Intel gave a presentation to analysts entitled Advancing Moore’s Law, Imperatives and Opportunity. A pdf of the presentation is available here. I just saw it for the first time today and I’m not sure how to get my head around it. It starts off with a lot … Read More


Intel 14nm Delayed?

Intel 14nm Delayed?
by Daniel Nenni on 07-31-2013 at 10:45 pm

One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More


Intel Benchmark Hoax!

Intel Benchmark Hoax!
by Daniel Nenni on 07-14-2013 at 7:00 pm

To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More


The Semiconductor IDM Business Model is Dead!

The Semiconductor IDM Business Model is Dead!
by Daniel Nenni on 07-10-2013 at 7:00 pm


While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More


Intel Versus the Fabless Semiconductor Ecosystem!

Intel Versus the Fabless Semiconductor Ecosystem!
by Daniel Nenni on 07-07-2013 at 7:30 pm

In case you missed it, there is an interesting conversation on my blog, The Future of Mobile Devices and the Semiconductor Landscape!, between Ashraf Eassa and myself. Ashraf and I also converse privately, he’s a very respectful and intelligent young man. For the last year Ashraf has been writing financial articles for Seeking… Read More


Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China

Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
by Eric Esteve on 07-01-2013 at 9:21 am

Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More