This news in May 2014 that Samsung had licensed FD-SOI Technology from ST-Microelectronics was really amazing, as most of the industry was expecting this kind of agreement, but not with the #2 SC Company. But since May 2014 the news flow has been quite reduced, we can imagine that both SC companies had a lot work to do for transforming… Read More
Intel Q4 and 2014 Results
Intel announced their results yesterday for last quarter (and the year). And they were good financially. As Brian Krzanich said:The fourth quarter marked a strong finish to a great year. We began 2014 expecting roughly flat year-over-year revenue and operating income. Instead the company’s full year revenue grew 6% touching… Read More
TSMC Finishes 2014 with the Chairman on the Call!
I’m not a financial guy, as I have mentioned before, so let me just make some comments on the technology discussed on today’s conference call. Please note that the Chairman Dr. Morris Chang was on the call which is probably why the TSM stock went up more than 8% immediately after. Of course there was plenty of good news to go along with… Read More
The Dynamics of the China Semiconductor Industry
Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More
Intel’s Diversity Goals Explained!
One of the more interesting announcements by Intel at CES was surprisingly not about technology, it was about a $300M Investing in Diversity and Inclusion initiative. According to Intel CEO Brian Krzanich “A fully diverse and inclusive workplace is fundamental to our ability to innovate and deliver business results.” After … Read More
Curie to Bring New Dimensions in Wearables!
In the past year, seeing the kinds of wearables doing what Smartphones can do, I wasn’t much excited about wearables; however after looking at what Intelhas demonstrated in CES 2015, a button sized SoC called Curie, I get to believe that it will be a game changer in wearables and would let Intel do what it couldn’t do with Smartphone… Read More
Makers get access to Intel RealSense
One of the great devices in maker lore is the Polaroid 6500 Series Sonar Ranging Module. It was originally part of the autofocus system for their SX-70 cameras circa 1978, long before through-the-lens optical autofocus sensors were perfected. Back then, people couldn’t focus. Dr. Land thought he was teaching people to compose… Read More
Tizen to connect Samsung’s world – Can it set new equations?
The USA has very good culture of demonstrating new innovations in every industry by way of conferences, exhibitions, workshops, large meetings and so on. The Consumer Electronic Show (CES) is one of its kinds which exhibit new electronic products that tell about which way the industry is heading. Electronic products are final… Read More
Ion Implant – Its Not Just for Doping Anymore
At the heart of fabricating integrated circuits is the ability to selectively change the electrical properties of the semiconductor substrate. This key to fabrication is accomplished by doping – introducing atoms locally into the semiconductor substrate.
In the early days of the semiconductor industry doping was accomplished… Read More
Intel: 2015 and Beyond?
Russ Fischer of Seeking Alpha fame just posted another article on Intel which, for a change, I agree wholeheartedly with except of course the part where he comments on the fabless semiconductor ecosystem, something he knows nothing about. But other than that it is definitely worth a read because as investments go Intel is certainly… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot