Brian Krzanich, CEO of Intel, announced a $7B investment in Fab 42 in Arizona in the oval office, next to Trump as evidence of a positive reaction to Trump’s new policies.
Alternative fact; Paul Otellini, then Intel’s CEO, made a similar promise about Fab 42 in the company of Obama in 2011, during a visit to Hillsboro,… Read More
AMD vs Intel Update!
Is it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.
Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the Paranoid Survive”… Read More
AAPl Vs QCOM Who wins?
Things just got interesting in the iPhone supply chain with the $1B AAPL Vs QCOM legal action filed this week. For the life of me I could not understand why Apple second sourced the normally QCOM modem in the iPhone 7. It caused quite a stir in the technical community but we could only surmise that it was a price issue on the business side.… Read More
Another Interesting Thing From TSMC!
As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More
The 2017 Leading Edge Semiconductor Landscape
In early September of 2016 I published an article “The 2016 Leading Edge Semiconductor Landscape” that proved to be very popular with many views, comments and reposting’s. Since I wrote that article a lot of new data has become available enabling some projections to be replaced by actual values and new analysis… Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
One line of macOS code could cap a 20-year pivot
When Steve Jobs made it clear at the 1997 Apple Worldwide Developer Conference he was taking back his company, he tossed the now famous line in his opening monologue: “Focusing is about saying no.” Approaching 20 years later, that decision still reverberates.… Read More
Intel Altera FPGA at the heart of an autonomous Audi A8
Audi announced its piloted driving technology at CES 2015. The Audi Prologue includes the Advanced Driver Assistance System Platform (zFAS), co-developed with TTTech. The zFAS board is based on four devices: an Nvidia k1 processor and Infineon Aurix processor, Mobileye’s EyeQ3 for vision processing, and an Altera Cyclone … Read More
Intel Foundry Rounds Out IP Lineup With ARM at IDF 2016
There are always debates on who does what best in the semiconductor industry, but most agree that Intel is the best in process and transistor technology. This leadership has served the company extremely well over the last few decades and allowed them to reach a position of dominance in the PC and server semiconductor markets. In … Read More
TSMC 16nm, 10nm, 7nm, and 5nm Update!
Word on the street is that TSMC is on schedule with 16FFC, 10nm and 7nm, which is a very big deal for the fabless semiconductor ecosystem. As Scotten Jones has illustrated in the graphic below, for the first time in the history of the semiconductor industry a pure-play foundry (TSMC) will have the process lead over Intel. And this is… Read More