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At a different time, but certainly within the past 12 months, Paul Otellini was asked if Intel would be a Foundry for Qualcomm. His reply was that it did not leave a good taste in his mouth. Nevertheless it was not rejected and the door that remained open just a crack is likely to swing open for Qualcomm, the premier mobile silicon supplier… Read More
Tech aficionados love roadmaps. The confidence a roadmap instills – whether using tangible evidence or just a good story – can be priceless. Decisions on “the next big thing”, sometimes years and a lot of uncertain advancements away, hinge on the ability of a technology marketing team to define and communicate a roadmap.
Any roadmap… Read More
Usually I sleep on long flights, if not, I watch movies and read. The Lincoln movie was playing on EVA Air this week which reminded me that Abraham Lincoln was one of the greatest U.S. Presidents. If I was asked to pick a U.S. President as a spokesperson for TSMC it would be Honest Abe Lincoln. Chairman Morris Chang said it best during … Read More
The announcement today that Intel will be a Foundry for Altera at 14nm is a significant turning point for the Semiconductor Industry and Intel’s Foundry fortunes of which the full ramifications are not likely to be understood by analysts. As a long time follower of Intel and a former co-founder of an FPGA startup (Cswitch), it has… Read More
Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on … Read More
The announcement by Intel during their January earnings call that they were going to hike Capex in 2013 over 2012 left many folks scrambling as to the reasons and the what-the hecks? Here was a company that was exiting 2012 with 50% utilization of their advanced 22nm process and yet signaling more building was to come. Furthermore,… Read More
The most interesting session at the Linley Tech Data Center Conference last week was the last one, on Designing Power Efficient Servers. What this was really about was whether ARM would have any success in the server market and what Intel’s response might be.
Datacenters are now very focused on power efficiency and many track… Read More
Time to pack up for the 2013 Consumer Electronics Show in Las Vegas, I will be driving down with my beautiful wife Shushana because she does not like to fly. The drive takes the better part of a day so we will leave early and see the sunrise over the desert. She is great company, the time will fly by. We will be 2 of the more than 150,000 people… Read More
I didn’t attend the International Electronic Device Meeting (IEDM) earlier this month, but there have been a lot of reports on the inter webs especially about 20nm and 14nm processes. Some of this is really geeky stuff but I think that perhaps the most interesting thing I’ve read about is summarized in this chart:
This… Read More
The biggest surprise embedded in the Intel 22nm SoC disclosure is that they still do NOT use Double Patterning which is a big fat hairy deal if you are serious about the SoC foundry business. The other NOT so surprising thing I noticed in reviewing the blogosphere response is that the industry term FinFET was dominant while the Intel… Read More
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