The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More
Another Intel Slide Debunked!
This was one of the most memorable keynotes I have seen, absolutely. Probably because it supports my belief that the infamous Intel slide that “projected” Intel will continue a linear manufacturing cost per transistor improvement at 14nm and 10nm is pure marketing fluff. Even more interesting, according to Intel, other semiconductor… Read More
Intel Lost $1B in Mobile Last Quarter
Intel announced their quarterly results today. Revenue was $12.8B, up 1% from a year ago with operating income of $2.5B also up 1% from last year.
Since the future of the world is mobile and not desktop/laptop, the mobile results are the most interesting. Mobile sales fell 61% to $156M. This includes mobile products and anything … Read More
What, SD doesn’t have enough pins?
I was in a Twitter conversation over the weekend with some very smart people, and one of the discussion points was how slow and painful the formal standardization process can be. One suggestion was that IoT companies should “just do it”, creating specification-by-implementation. … Read More
What is Next for GLOBALFOUNDRIES?
In response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed to become… Read More
Galileo, not a barber, but an Intel maker module
Words often have much deeper meaning than first meets the ear. The story behind a lyric, or a name, reveals origins, philosophical themes, and ideas beyond the obvious. A new effort from Intel conjures up just such an example – a deep reference to makers everywhere.
In a familiar refrain from Queen “Bohemian Rhapsody,” we hear two… Read More
The Infamous Intel FPGA Slide!
As I have mentioned before, I’m part of the Coleman Research Group so you can rent me by the hour to better understand the semiconductor industry. Most of the conversations are by phone but sometimes I do travel to the East Coast, Taiwan, Hong Kong, and China for face-to-face meetings. Generally the calls are the result of an event … Read More
Skate to where the mobile puck is headed, Intel
Mobile World Congress 2014 has already showcased two very different mobile SoC machines in high gear. After watching one big US moment and Canada otherwise dominate everything involving ice and a stick at the Sochi Olympics, I’m reaching into the Wayne Gretzky pile of quotes for a metaphor to examine Intel’s move – and why they are… Read More
Brian Krzanich Does Reddit AMA
Do you know what an AMA is on Reddit? It stands for “ask me anything”. A person, often a famous person like Bill Gates (last week) but sometimes just someone who does an interesting job (like astronaut) or was in an interesting situation (like the hijack from Ethiopia last week).
Today, it is someone who argualble is all… Read More
Intel 14nm Delayed Again?
From the sources in which I confirmed the last Intel 14nm delay, I just confirmed another. Intel 14nm is STILL having yield problems. Remember Intel bragging about 14nm being a full node and deriding TSMC because 16nm is “just” 20nm with FinFETs added? Judging by the graph, clearly FinFETs are not the problem here. … Read More