Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More
Intel and Samsung in Barcelona
This week it was Mobile World Congress in Barcelona. Everyone who is anyone in mobile is there. Unfortunately I’m not since Barcelona is one of my favorite cities to visit. Two companies that set high expectations before the show were Samsung and Intel.
Samsung announced the new Galaxy S6 and S6 Edge smartphones on Sunday.… Read More
Intel NOT Inside Sematech?
Rumor that Intel has quit Sematech confirmed by website?
Potential industry impact-
Is this a consolidation by-product?
Do we need a trade group?
Does it benefit Intel?
We have heard from several sources over the last few days that Intel has quit Sematech, the semiconductor industry trade group focused on technology development… Read More
ASML ASyMptotic progress- When will we get to EUV?
- ASML making progress – but is it fast enough?
- ASML has missed 10nm , can it catch 7nm? An economic question
- Day one at SPIE- Better tone than last year but still cautious
1000 simulated wafers versus 700 simulated
At the opening of the SPIE conference ASML announced that TSMC had reached 1000 wafers a day “exposed”… Read More
Has the Semiconductor Industry Gone Mad?
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 far… Read More
Opto-Electronics to Take Care of Data Explosion
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
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 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% touching… Read More
Intel’s Diversity Goals Explained!
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!
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