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Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.
Coincidentally, one of my Intel friends insists that Intel is number one … Read More
Like other semi stocks we could see a relief rally as the analyst day is likely to be better than previous news flow- Not much new to tell. Most all of the bad news has been wrung out of the stock- 10nm delays, slowing PCs, tablet losses- the bar has been reset on most issues to “beatable levels”.… Read More
An indecision is actually a very bad decision. It is an implicit decision for the status quo. It is worse than an explicit decision regardless of how bad that decision turns out to be. In my experience, our indecisiveness is caused by various reasons involving trade-offs.… Read More
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report: … Read More
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
The latest Intel rumor that the pro Intel media are flogging is that Intel modems will be in some of the new iPhones. The deal is estimated at around $1B. An “estimated” value of a “rumor” deal is quite funny in itself but let’s take a deeper look at what we are gossiping about here.
Intel got into the 3G/LTE business after acquiring the… Read More
Next week is the Intel Developer Forum (IDF) here in San Francisco at the Moscone Center. I’ll be there at least some of the time. But it is also the time that people who haven’t a clue about semiconductors and the market that it serves get to lap up press releases and try and sound intelligent.
For example:
Intel is about… Read More
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
Quarterly earning calls are a great source of information but they can also be a source of confusion and generally it is an unhealthy combination of the two. On one hand these earning calls are to appease the financial community. On the other hand, in my opinion, these calls are also used to generate fear, uncertainty, and doubt amongst… Read More
Podcast EP284: Current Capabilities and Future Focus at Intel Foundry Services with Kevin O’Buckley
Podcast EP265: The History of Moore’s Law and What Lies Ahead with Intel’s Mr. Transistor
Podcast EP186: The History and Design Impact of Glass Substrates with Intel’s Dr. Rahul Manepalli
Podcast EP153: Suk Lee’s Journey to Intel Foundry Services, with a Look to the Future
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