Will they or won’t they convert the MAC Air to the A6 processor this year? That is the question that intrigues many analysts and prognosticators who want to see if a competitive ARM ecosystem… Read More
Apple’s MAC Air at the Eye of the Storm
Semiconductors: A Decade of Invention… A World of Solutions
Please join IBM, Samsung Electronics, Co., Ltd., and GLOBALFOUNDRIES at the 2012 Common Platform Technology Forum. The forum will showcase the alliance’s technological progress and how joint collaboration and innovation is setting the direction for industry-leading solutions to enable next-generation products. … Read More
Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments
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?
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
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 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
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
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!
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
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
MediaTek Develops Chip Utilizing TSMC’s 2nm Process, Achieving Milestones in Performance and Power Efficiency