WP_Term Object
(
    [term_id] => 18
    [name] => Intel
    [slug] => intel
    [term_group] => 0
    [term_taxonomy_id] => 18
    [taxonomy] => category
    [description] => 
    [parent] => 158
    [count] => 416
    [filter] => raw
    [cat_ID] => 18
    [category_count] => 416
    [category_description] => 
    [cat_name] => Intel
    [category_nicename] => intel
    [category_parent] => 158
    [is_post] => 
)

Intel Taps The Debt Market: Should They Go Private?

Intel Taps The Debt Market: Should They Go Private?
by Ed McKernan on 12-06-2012 at 9:25 am

Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More


Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?

Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?
by Ed McKernan on 11-26-2012 at 10:00 pm

Intel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors. A more dramatic… Read More


Andy Bryant Will Now Lead Intel Into The Foundry Era

Andy Bryant Will Now Lead Intel Into The Foundry Era
by Ed McKernan on 11-19-2012 at 12:30 pm

The announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive team and … Read More


Is The Fabless Semiconductor Ecosystem at Risk?

Is The Fabless Semiconductor Ecosystem at Risk?
by Daniel Nenni on 11-18-2012 at 6:00 pm

Ever since the failed Intel PR stunt where Mark Bohr suggested that the fabless semiconductor ecosystem was collapsing I have been researching and writing about it. The results will be a book co-authored by Paul McLellan. You may have noticed the “Brief History of” blogs on SemiWiki which basically outline the book. If not, start… Read More


Intel Quarterly Report: Needs to Do Better

Intel Quarterly Report: Needs to Do Better
by Paul McLellan on 10-19-2012 at 11:51 am

Intel announced its quarterly results a couple of days ago. They had previously downgraded 3rd quarter sales estimates but they managed to beat the downgraded numbers. If you look at the transcript of the call (I didn’t listen live) you’ll see very little mention of mobile and Atom. This is bad news for Intel. Its core… Read More


Apple and The Road Ahead to Building an x86 Processor

Apple and The Road Ahead to Building an x86 Processor
by Ed McKernan on 10-15-2012 at 9:00 am


A small blurb last week announced that Apple had hired Jim Mergard away from Samsung after just 15 months on the job. Previously to that he was a 16-year AMD veteran who headed up their low power x86 Brazos processor team. In near synchronicity, AMD hired Famed Apple Designer Jim Keller to be its chief microprocessor architect. When… Read More


Will Paul Otellini Convince Tim Cook to Fill Intel’s Fabs?

Will Paul Otellini Convince Tim Cook to Fill Intel’s Fabs?
by Ed McKernan on 09-27-2012 at 8:30 pm

An empty Fab is a terrible thing to waste, especially when it is leading edge. By the end of the year Intel will, by my back of the envelope calculation, be sitting with the equivalent of one idle 22nm Fab (cost $5B). What would you do if you were Paul Otellini?

Across the valley, in Cupertino, you have Tim Cook, whose modus operandi is … Read More


Intel Finally Comes Clean on 22nm SoCs!

Intel Finally Comes Clean on 22nm SoCs!
by Daniel Nenni on 09-12-2012 at 7:00 pm

Ever since Intel announced that they will leverage their advanced process technology leadership into the mobile SoC market I have expressed my doubts. I know how Intel designs their microprocessors, having worked for many of their vendors over the years and having friends at Intel who are actually doing the work. Disclaimer: … Read More


Intel’s Haswell and the Tablet PC Dilemma

Intel’s Haswell and the Tablet PC Dilemma
by Ed McKernan on 09-07-2012 at 12:26 pm

Paul Otellini’s greatest fear in his chase to have Intel win the Smartphone and Tablet space is that he opens the door to significant ASP declines in his current PC business. This is the Innovator’s Dilemma writ large. In 2011, Intel’s PC business (excluding servers) was $36B at an average ASP of $100. Within that model is an Ultra … Read More


Qualcomm Acquires Intel’s Playbook

Qualcomm Acquires Intel’s Playbook
by Ed McKernan on 08-10-2012 at 12:00 pm

The Mobile Tsunami wave has yet to crest and the surfers strong enough to mount it are dwindling fast to the dismay of market watchers and experienced analysts. The distraction of these past few days is the courtroom drama being played out between the sumo wrestlers, Apple and Samsung, which in the end will not result in a cessation… Read More