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Let me start with a quote:
“Competition is always a good thing. It forces us to do our best. A monopoly renders people complacent and satisfied with mediocrity.”– Nancy Pearcy
By the end of post, it will be quite evident that it was the competition that led to one of the classiest campaign “Intel Inside” for its processors. As I mentioned… Read More
I’ve spent my entire career in the tech space, being exposed to some of the world’s biggest and most innovative companies. But these days, the thing that excites me a most is how Makers are using technology to make the world a better place.
Consider this: The recent Hackaday prize challenged Makers to build something that matters … Read More
Japanese stood to be the world leaders during 1980-1990 regime in semiconductor manufacturing[SUP] [2][/SUP]. During my research, I found that Japanese semiconductor firms are very strong leaders in process which gave them a competitive advantage over others. Situation is bit different today, as we have fabless firms taking… Read More
The Intel Q4 investor call was last week and as Brian Krzanich approaches his 3[SUP]rd[/SUP] year as Intel CEO a new synergistic corporate strategy is emerging:
That strategy is also resulting in the evolution of our business model to focus on three key areas of growth: The Data Center, the Internet of Things, and Memory.
DCG, IoTG… Read More
In a consolidating semiconductor business environment and innovation in semiconductor fabrication already scaling new heights with existing strong players, where do you think the wafer capacity should concentrate? It’s pure-play foundries or pure-play-like foundries, and those who supply high-volume common components… Read More
The overwhelming theme of the SEMI Industry Strategy Symposium in Half Moon Bay this week was China. On day number two Sunny Hui, SVP of SMIC, did one of the best overviews of the China market I have seen, absolutely. While I’m not allowed to post the presentation in its entirety I can post up to three slides (the prettiest ones) and summarize… Read More
It used to be that GPU chips moved to new process nodes pretty frequently, previously as often as annually. That is up until 2011. That was the year that 28nm GPU’s were unveiled. Since then there has been a long pause. Now in the wake of the 2016 CES both Nvidia, with its previously announced Pascal, and AMD, with the just announced Polaris,… Read More
There is a famous story about Bill Gates’ mother, Mary Maxwell Gates, asking guests on a dinner table about the single biggest factor that contributed to their success. The answer of Bill Gates and Warren Buffet was the same: Focus.… Read More
The Consumer Electronic Show is about to close, some of the gadgets unveiled during the show will find a market and go to production and some won’t (I am skeptic about the Smartshoe offering self-fastening mechanism…) and during the week, IoT revolution has silently progressed in industrial automation. You will be surprised if… Read More
2016 will be another defining year for semiconductors and it all starts with the Industry Strategy Symposium in Half Moon Bay next week. If you have not attended one of these you should definitely put it on your bucket list. Not only do you get to hang out in a five star cliff side resort, you get to mingle with semiconductor royalty and… Read More
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Quantum Computing Technologies and Challenges