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Intel 22nm SoC Process Exposed!

Intel 22nm SoC Process Exposed!
by Daniel Nenni on 12-27-2012 at 9:00 pm

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


Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront

Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront
by Ed McKernan on 12-19-2012 at 11:00 pm

In an article published this week in microprocessor report and highlighted in Barron’s, Linley Gwennap makes the argument that Intel should stay the course and fix the PC instead of trying to offset its declines with sales into the Smartphone and Tablet space. He cites that lower PC sales growth was due to a dramatic slowdown in processor… Read More


Intel not interested by NVELO? Samsung was…

Intel not interested by NVELO? Samsung was…
by Eric Esteve on 12-19-2012 at 3:06 am

Short news came during last week-end and Linkedin was the most efficient media to learn that NVELO has been acquired. Probably very few people out of the SSD ecosystem knew about NVELO. Based in Santa Clara, the company was a spin off from Denali, privately owned and if you look at the top management, you will recognize a few name, like… Read More


TSMC 28nm and 20nm Update Q4 2012

TSMC 28nm and 20nm Update Q4 2012
by Daniel Nenni on 12-16-2012 at 7:00 pm

The big news in Taiwan last week was another increase in TSMC capital expenditures to $9B in 2013. That number could grow however. Last year TSMC CAPEX was set at $6B and ended up at $8.3B due to rapid 28nm capacity expansion and an accelerated 20nm program. 2013 will be all about FinFETs and manufacturing Apple SoCs so $9B may not cover… Read More


When ARM and CEVA team-up for “Designing a Multi-core LTE-A Modem”

When ARM and CEVA team-up for “Designing a Multi-core LTE-A Modem”
by Eric Esteve on 12-11-2012 at 4:25 am

ARM and CEVA have launched a white paper, addressing one of the hottest topics of the day: LTE-Advanced modem architecture. This very exhaustive paper, written by David Maidment (Mobile Segment Manager, ARM), Chris Turner (Senior Product Manager, ARM) and Eyal Bergman (VP Product Marketing, Baseband & Connectivity, CEVA… Read More


How Apple Plans to Leverage Intel’s Foundry

How Apple Plans to Leverage Intel’s Foundry
by Ed McKernan on 12-09-2012 at 4:00 pm

Tim Cook’s strategy to disengage from Samsung as a supplier of LCDs, memory and processors while simultaneously creating a worldwide supply chain from the remnants of former leaders like Sharp, Elpida, Toshiba and soon Intel is remarkable in its scope and breadth. By 2014, Apple should have in place a supply chain for 500M iOS devices… Read More


Intel Taps The Debt Market: Should They Go Private?

Intel Taps The Debt Market: Should They Go Private?
by Ed McKernan on 12-06-2012 at 9:25 am

Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More


Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?

Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?
by Ed McKernan on 11-26-2012 at 10:00 pm

Intel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors. A more dramatic… Read More


Andy Bryant Will Now Lead Intel Into The Foundry Era

Andy Bryant Will Now Lead Intel Into The Foundry Era
by Ed McKernan on 11-19-2012 at 12:30 pm

The announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive team and … Read More


Is The Fabless Semiconductor Ecosystem at Risk?

Is The Fabless Semiconductor Ecosystem at Risk?
by Daniel Nenni on 11-18-2012 at 6:00 pm

Ever since the failed Intel PR stunt where Mark Bohr suggested that the fabless semiconductor ecosystem was collapsing I have been researching and writing about it. The results will be a book co-authored by Paul McLellan. You may have noticed the “Brief History of” blogs on SemiWiki which basically outline the book. If not, start… Read More