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We have been here before… and when I say “we” I do include myself. Back in 1997, I joined a secretive company called Transmeta. The company was two years old and working on a new x86 microprocessor to challenge Intel. The original focus of the company was not to build a lower power processor, but one that was faster. As with… Read More
Every Semiconductor Analyst has given Intel the once over a hundred times about their slowing PC unit volume. They are looking in the wrong place because the true secret of the Q2 earnings – in my humble opinion – is that Intel’s factories are full and parts are on allocation. What???
Check it out, high-end, 8 and 10 core XEON processors… Read More
Analysts tend to make judgments regarding Intel based on an existing conventional wisdom (CW) and projecting straight line into the future. As a former Intel, Cyrix, and Transmeta processor marketing guy I would like to offer a different perspective as I have been both inside the tent looking out and outside looking in.
The current… Read More
Sorry to disappoint but my 2 hours at the Intel RNB was a very positive experience. It is much more fun writing negative things about industry leaders because I enjoy the resulting hate mail and personal attacks, but the candor and transparency of the Intel guys won me over. They even asked ME questions which was a bit telling. I also… Read More
Another announcement of interest, given all the discussion of Intel’s 22nm process around here, is that Samsung (along with ARM, Cadence and Synopsys) announced that they have taped out a 20nm ARM test-chip (using a Synopsys/Cadence flow).
An interesting wrinkle is that at 32nm and 28nm they used a gate-first process but… Read More
Intel’s new Tri-Gate technology is causing quite a stir on the stock chat groups. Some have even said if Intel uses its Tri-Gate technology on only Intel processors ARM will be in deep deep trouble. These guys are “Intel Longs” of course and they are battling “Intel Shorts” with cut and paste news clips.
“ARM is in trouble & this… Read More
Intel had a big press event yesterday at which they announced details of their 22nm process. In a change from their current processes, it goes with a vertical gate. In fact 3 gates which gives them much better control of leakage through transistors that are switched off, along with more transmission through the on transistors. They… Read More
Is Intel in trouble? Since it is the #1 semiconductor company and, shipping 22nm in Q4 this year with 14nm in 2013, it is two process generations ahead of everyone else it is hard to see why it would be. Intel, of course, continues to dominate the market for chips for notebooks, desktops and servers. But therein lies the problem. Pads… Read More
I purchased two Toyotas last year and both have since been recalled. Why has Toyota spent $1B+ on recalls in recent years? Same reason why it will cost Intel $700M (which does not include reputation damage) to recall Sandy Bridge chip sets, because someone did not do their job! The WHAT has been discussed, lets talk about HOW it happened.… Read More
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[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[populated:protected] => 1
)