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Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments

Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments
by Ed McKernan on 02-13-2012 at 3:43 pm

The Corporate PC may finally be on life supports and with it the purveyors of the hardware and software solutions as consumer adoption of new technology outpaces the carefully planned IT budgets that guarantee positive 3 year Returns on Investments (ROI). The Apple of the consumer’s eye will soon feast on the iPAD 3 with its retina… Read More


AMD and GlobalFoundries?

AMD and GlobalFoundries?
by Daniel Nenni on 02-05-2012 at 1:00 pm

One thing I do as an internationally recognized semiconductor blogger is listen to the quarterly conference calls of companies that drive our industry. TSMC is always interesting, I really like the honesty and vision of Dr. Morris Chang. Cadence is good, I always want to hear what Lip-Bu Tan has to say. Oracle and Larry Ellison, Read More


21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley

21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley
by Ed McKernan on 01-30-2012 at 10:00 pm

It has been a great conundrum to many of the 20[SUP]th[/SUP] century trained economists and Harvard’s Kennedy School of Government folks as to why a government led massive spending spree and Ben Bernanke’s non-stop printing presses can’t at least engender a mediocre economic recovery.

I blame 21st century Moore’s Law!

Today’s… Read More


Apple’s Blowout Earnings: Welcome to 2012!

Apple’s Blowout Earnings: Welcome to 2012!
by Ed McKernan on 01-24-2012 at 11:00 pm

Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More


Intel Aims for the Upper, Upper Decks

Intel Aims for the Upper, Upper Decks
by Ed McKernan on 01-20-2012 at 3:07 pm

Since the introduction of Apple’s iPhone and then the follow on iPAD, it has been Wall Streets frame of reference that Intel would be playing defense as the PC market slid into oblivion and therefore a Terminal Value should be placed on the company. Intel’s Q4 2011 earnings conference call provided a nice jolt to the analysts as Paul… Read More


The Qualcomm PUT and The FABulous Year Ahead

The Qualcomm PUT and The FABulous Year Ahead
by Ed McKernan on 01-19-2012 at 5:14 pm

Humor can arise in surprising ways and yet still be disguised to many. As I was researching Qualcomm the other day, I came upon the transcript of their last quarterly earnings and I had to laugh. In the midst of last summer’s European crises, when the Club Med (Greece, Italy, Spain and Portugal) Sovereign Debt was trying to be rolled… Read More


ARM vs Intel? Just look at ARM Top Customer in 2010!

ARM vs Intel? Just look at ARM Top Customer in 2010!
by Eric Esteve on 01-16-2012 at 3:47 am

Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More


The Innovator’s Dilemma Dagger Aimed at AMD and nVidia’s Heart

The Innovator’s Dilemma Dagger Aimed at AMD and nVidia’s Heart
by Ed McKernan on 01-13-2012 at 1:42 pm

There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More


Medfield: ARM twisting

Medfield: ARM twisting
by Paul McLellan on 01-11-2012 at 2:53 pm

One of the most significant announcements at the consumer electronics show (CES) this week was Intel’s Medfield, an Atom-based smartphone SoC. The SoC itself is unremarkable, perhaps a little better than ARM Cortex-based SoCs in some areas, worse in others. The reason it is significant is that Motorola (soon to be Google,… Read More


Economist on ARM vs Intel

Economist on ARM vs Intel
by Paul McLellan on 01-06-2012 at 7:16 pm

The Economist has a big article (may need a subscription, can’t tell because I have one, it’s in the print edition too) about ARM versus Intel. It is an interesting read since I think it misses so much of what really drives semiconductor. It tells the story about Intel trying to get into mobile (because it’s main… Read More