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Has the Semiconductor Industry Gone Mad?

Has the Semiconductor Industry Gone Mad?
by Daniel Nenni on 02-07-2015 at 7:00 pm

The weather in Taiwan last week was very strange. It was so cold I tried to turn on the heat in my hotel room only to find out it was not possible. If you want more heat they bring a portable heater because who needs central heat in Hsinchu? Even stranger is all of the media hyperbole on the next process nodes:

Intel CFO: We’re so farRead More


Opto-Electronics to Take Care of Data Explosion

Opto-Electronics to Take Care of Data Explosion
by Pawan Fangaria on 01-28-2015 at 11:30 am

As we come nearer to an intelligent IoT world, one of the major concerns we talk every day is about data explosion, its storage, and access and so on. In the beginning of the year, I had blogged about some facts that indicated successful emergence of IoT in very near future. My faith gets further strengthened when I envision the semiconductor… Read More


Windows on a TV

Windows on a TV
by Daniel Payne on 01-23-2015 at 12:00 am

This month I upgraded my TV at home with a 40″ LED set from Samsung, Denon AV receiver and Samsung Blu-ray player. Also being a Google fan I bought a Chromecast device.




At CES there were multiple announcements from Intel, and one that caught my eye was the Intel Compute Stick because it reminded me of the Google Chromecast device… Read More


Intel Q4 and 2014 Results

Intel Q4 and 2014 Results
by Paul McLellan on 01-16-2015 at 5:03 pm

Intel announced their results yesterday for last quarter (and the year). And they were good financially. As Brian Krzanich said:The fourth quarter marked a strong finish to a great year. We began 2014 expecting roughly flat year-over-year revenue and operating income. Instead the company’s full year revenue grew 6% touchingRead More


Intel’s Diversity Goals Explained!

Intel’s Diversity Goals Explained!
by Daniel Nenni on 01-10-2015 at 9:00 pm

One of the more interesting announcements by Intel at CES was surprisingly not about technology, it was about a $300M Investing in Diversity and Inclusion initiative. According to Intel CEO Brian Krzanich “A fully diverse and inclusive workplace is fundamental to our ability to innovate and deliver business results.” After … Read More


Curie to Bring New Dimensions in Wearables!

Curie to Bring New Dimensions in Wearables!
by Pawan Fangaria on 01-10-2015 at 7:00 am

In the past year, seeing the kinds of wearables doing what Smartphones can do, I wasn’t much excited about wearables; however after looking at what Intelhas demonstrated in CES 2015, a button sized SoC called Curie, I get to believe that it will be a game changer in wearables and would let Intel do what it couldn’t do with Smartphone… Read More


Intel: 2015 and Beyond?

Intel: 2015 and Beyond?
by Daniel Nenni on 01-06-2015 at 7:00 am

Russ Fischer of Seeking Alpha fame just posted another article on Intel which, for a change, I agree wholeheartedly with except of course the part where he comments on the fabless semiconductor ecosystem, something he knows nothing about. But other than that it is definitely worth a read because as investments go Intel is certainly… Read More


Apples Versus Zebras

Apples Versus Zebras
by Scotten Jones on 01-06-2015 at 12:00 am

I have seen a couple of posts comparing the density of the Apple A8 to the Intel Core M and concluding that the TSMC 20nm process is denser than the Intel 14nm process. In one of the threads one of the posters likened this to comparing apples to oranges, I agree except I think it is even worse than that, I think it is more like comparing apples… Read More


IEDM Advanced CMOS Technology Platform Session

IEDM Advanced CMOS Technology Platform Session
by Scotten Jones on 01-01-2015 at 7:00 am

First I want recognize that IEDM once again provided all of the attendees with the proceedings as soon as we arrived at the conference, in fact the proceeding included every year of IEDM back to 1955. This is how a conference should be run! Anyone who read my blog about the SPIE Advanced Lithography Conference will know how frustrating… Read More


Fabless Semiconductor Milestones of 2014!

Fabless Semiconductor Milestones of 2014!
by Daniel Nenni on 12-28-2014 at 9:00 am

After working in the semiconductor industry for the past thirty years and writing about it for the past six I would say that 2014 was one of the more interesting years of late. Vindication is the word that pops into my mind now that many “predictions” the fabless detractors have made over the last three years were proven wrong.

As a student… Read More