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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
IBM recently disclosed a working 7nm test chip generating a lot of excitement in the semiconductor industry and also in the mainstream media. In this article I wanted to explore the 14nm, 10nm and 7nm nodes, the status of the key competitors at each node and what it may mean for the companies.
Our 6/15 report of more 10nm Intel delays confirmed by leaked info…
The delay appears to have interrupted Intel’s Tick Tock cadence…
Kabylake replaces Skylake – Cannonlake pushed out over horizon?
The news we broke is now confirmed…
On 6/15 we put out a report that broke the news of further delays… Read More
While I was at the imec Technology Forum someone asked me “Why did Intel pay $15B for Altera?” (the actual reported number is $16.7B).
The received wisdom is that Intel decided that it needs FPGA technology to remain competitive in the datacenter. There is a belief among some people that without FPGA acceleration available for vision… Read More
Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
You should be happy to listen that Intel will buy Altera FPGA challenger, if you expect always more power to be consumed in datacenter! In 2013 the power consumption linked with the Servers and Storage IC activity, plus the electricity consumed in the systems cooling these high performance chips has reached 91 BILLION KWh (or the… Read More
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
The Apple and Samsung relationship is an interesting one. On one hand they have co-developed some of the most innovative products on the market today (iPod, iPhone, iPad, iWatch) yet they are fierce competitors in the mobile market. Some call this type of business relationship “frenemies” others refer to the old Italian proverb… Read More
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