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Intel Manufacturing Day: Nodes must die, but Moore’s Law lives!

Intel Manufacturing Day: Nodes must die, but Moore’s Law lives!
by Scotten Jones on 03-29-2017 at 4:00 pm

Yesterday I attended Intel’s manufacturing day. This was the first manufacturing day Intel has held in three years and according to Intel their most in depth ever.

Nodes must die
I have written several articles comparing process technologies across the leading-edge logic producers – GLOBALFOUNDRIES, Intel, Samsung… Read More


EUV is NOT Ready for 7nm!

EUV is NOT Ready for 7nm!
by Daniel Nenni on 02-27-2017 at 8:00 am

The annual SPIE Advanced Lithography Conference kicked off last night with vendor sponsored networking events and such. SPIE is the international society for optics and photonics but this year SPIE Advanced Lithography is all about the highly anticipated EUV technology. Scotten Jones and I are at SPIE so expect more detailedRead More


Intel Alternative Facts!

Intel Alternative Facts!
by Robert Maire on 02-09-2017 at 12:00 pm

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!

AMD vs Intel Update!
by Daniel Nenni on 02-04-2017 at 10:00 am

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?

AAPl Vs QCOM Who wins?
by Daniel Nenni on 01-26-2017 at 7:00 am

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!

Another Interesting Thing From TSMC!
by Daniel Nenni on 01-21-2017 at 7:00 am

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

The 2017 Leading Edge Semiconductor Landscape
by Scotten Jones on 12-27-2016 at 6:00 pm

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?

What’s the Intel Capex Outlook?
by Robert Maire on 10-23-2016 at 7:00 am

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

One line of macOS code could cap a 20-year pivot
by Don Dingee on 10-07-2016 at 4:00 pm

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

Intel Altera FPGA at the heart of an autonomous Audi A8
by Claudio Avi Chami on 10-02-2016 at 4:00 pm

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