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Intel Bay Trail Fail

Intel Bay Trail Fail
by Daniel Nenni on 09-15-2013 at 5:00 pm

Now that the IDF 2013 euphoria is fading I would like to play devil’s advocate and make a case for why Intel is still not ready to compete in the mobile market. It was very clear from the keynotes that Intel is a chip company, always has been, always will be, and that will not get them the market share they need to be relevant in mobile electronics,… Read More


Intel Quark: Synthesizable Core?

Intel Quark: Synthesizable Core?
by Paul McLellan on 09-10-2013 at 1:43 pm

At IDF Brian Krzanich gave the keynote. I won’t summarize the whole thing here but just talk about one part that was something they had actually managed to keep secret ahead of time: Quark.

Quark is a synthesizable core. It uses 1/10th power of Atom and is 1/5 size. Now I am writing this, I don’t know if this is a fair comparison… Read More


Ecosystem: ARM versus Intel

Ecosystem: ARM versus Intel
by Daniel Nenni on 09-05-2013 at 2:45 pm

Ecosystem is everything when it comes to modern semiconductor design, especially if it is mobile. The fabless semiconductor industry has been all about ecosystem since the beginning and that is why we hold supercomputers in our hands today, believe it. After the invention of the transistor in 1947, and the invention of the integrated… Read More


Wall St. Takes the Wheel at Wintel

Wall St. Takes the Wheel at Wintel
by Ed McKernan on 08-26-2013 at 5:45 pm

It now appears that Steve Ballmer was suddenly given his walking papers at the urging of an activist investor (ValueAct) and with the concurrence of Bill Gates. Wall Street’s growing impatience tends to coincide when the Innovators Dilemma scenario has taken hold of a company that has been unable to overcome its challengers. Why… Read More


Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?

Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
by Paul McLellan on 08-24-2013 at 3:23 pm

I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More


No Mention of 14nm at the 2013 Intel Developer Forum?

No Mention of 14nm at the 2013 Intel Developer Forum?
by Daniel Nenni on 08-19-2013 at 5:00 pm

Yes, I will be going to IDF again this year, even though it is the same day as the Apple new product announcement. As a born again Apple Fan that is really saying something but Intel has done a great job of motivating the fabless semiconductor ecosystem and I thank them for that.

Unfortunately, noticeably missing from the IDF presentation… Read More


450mm Wafers are Coming!

450mm Wafers are Coming!
by Daniel Nenni on 08-14-2013 at 8:05 pm

The presentations from the 450mm sessions at SEMICON West are up now. After talking to equipment manufacturers and the foundries I’m fairly confident 450mm wafers will be under our Christmas trees in 2016, absolutely. TSMC just increased CAPEX again and you can be sure 450mm is part of it. SEMI has a 450mm Central landing page HERERead More


Intel Is Continuing to Scale While Others Pause

Intel Is Continuing to Scale While Others Pause
by Paul McLellan on 08-09-2013 at 11:52 am

Back in May, William Holt, EVP of technology and manufacturing at Intel gave a presentation to analysts entitled Advancing Moore’s Law, Imperatives and Opportunity. A pdf of the presentation is available here. I just saw it for the first time today and I’m not sure how to get my head around it. It starts off with a lot … Read More


Intel 14nm Delayed?

Intel 14nm Delayed?
by Daniel Nenni on 07-31-2013 at 10:45 pm

One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More


Intel Benchmark Hoax!

Intel Benchmark Hoax!
by Daniel Nenni on 07-14-2013 at 7:00 pm

To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More