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The Intel Q4 investor call was last week and as Brian Krzanich approaches his 3[SUP]rd[/SUP] year as Intel CEO a new synergistic corporate strategy is emerging:
That strategy is also resulting in the evolution of our business model to focus on three key areas of growth: The Data Center, the Internet of Things, and Memory.
DCG, IoTG… Read More
When Gary Shapiro introduced Brian Krzanich for Intel’s keynote at #CES2016, he just possibly may have been the last person to say “Moore’s Law” outside of a museum ever again. Krzanich was about to take Intel into new territory, where “Copy Exactly” and tick-tock also don’t matter.… Read More
At IEDM Intel and Micron presented “A Floating Gate Based 3D NAND Technology With CMOS Under Array” authored by Krishna Parat and Chuck Dennison.
As I previously discussed in my blog on the IEDM memory short course and blog on IMEC’s work on high mobility 3D NAND channels, continuing to scale 2D Flash has become extremely difficult… Read More
Daniel Nenni recently blogged about Intel’s claims of industry leading process density that were made at their analysts meeting. It isn’t clear to me why Intel makes this such a big focus at the analysts meetings, they really don’t compete with the foundries much but this seems to be a big deal to them. I thought it would be interesting… Read More
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
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