With Intel’s exit from smartphone processor market, the competitive zones are redefined with its rivalry with ARM. Is ARM’s domination the only reason for Intel’s exit? With no competing architecture, is ARM a monopoly in smartphone processor IP market? What are the new areas of competition between ARM and Intel? I will attempt… Read More
The iPhone 7 Intel Modem Controversy Explained!
The media is really having a field day on this one so I think it deserves further discussion. The rumor is that Intel has won the modem socket in the iPhone 7. The same rumor was circulating about Intel winning the modem socket for the iPhone 6 and the iPhone 5e so it really has reached urban legend status. The question I have is why does … Read More
Is the Intel Cash Cow in Danger?
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue… Read More
Intel’s New Strategy Is The Right One For The Company
Intel has been the focus of a lot of attention in the last week due to the company’s major restructuring announcement which came on the heels of Intel’s most recent earnings announcement. The majority of analyses that immediately followed the company’s announcement focused singularly on the layoffs, which amount to 11% of the … Read More
Why I’ll Always Be an Andy Grove Fan
Silicon Valley sadly lost a respected and revered leader with the death of Andrew Grove in March. The co-founder and former CEO of Intel was an inspiration to generations of technologists and business leaders, including me. Andy had a profound influence on me throughout my career. And while I only met him once, I feel as though I’ve… Read More
Intel Got Fit At CES 2016 And Even Reached Some New Heights At X-Games
You may have noticed this weekend that Intel was all over the X-Games. You couldn’t turn on the TV, web video or Twitter without seeing the company on and around the X-Games. Intel’s love affair with sports started when Brian Krzanich took the reigns as Intel’s CEO and has been amplified at nearly corporate event… Read More
Intel And Qualcomm Partner (Yes, Really)
For the longest time, the 802.11ad space, also known as WiGig by others, was a conglomeration of different 60 GHz Wi-Fi technologies. There have been many companies that have announced technologies utilizing 60 GHz Wi-Fi technologies including Intel, Nitero, Peraso, Qualcomm, Samsung Electronics and SiBEAM. Even though many… Read More
Intel Dinner Keynote – IOT Solutions: System scaling during the convergence of IT and OT
The Electronic Design Processes (EDP) 2016 Workshop and Symposium, in its 23rd year, has fostered the free exchange of ideas among the top thinkers, movers, and shakers who focus on how chips and systems are designed in the electronics industry. It has provided a forum for this cross-section of the design community to discuss state-of-the-art… Read More
EUV is coming but will we need it?
I have written multiple articles about this year’s SPIE Advanced Lithography Conference describing all of the progress EUV has made in the last year. Source power is improving, photoresists are getting faster, prototype pellicles are in testing, multiple sites around the world are exposing wafers by the thousands and more. … Read More
My morning with Andy Grove
I worked briefly at Intel in 1991-2. At the time, the corporate culture was based on the theory of ‘constructive confrontation.’ For most, that meant that in the clash of good ideas, the best one would prevail. For some at Intel, however, constructive confrontation was a blood sport. (I trust things have improved in the past quarter… Read More