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Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
The Albuquerque Journal had an article about a local company sending silicon carbide wafers into suborbital space to improve their quality. ACME Advanced Materials plans to buy low quality $250 wafers, send them into space using their process, and sell the higher quality wafers for about $750. They are working to add gallium nitride… Read More
One of the questions I routinely ask amongst the fabless semiconductor ecosystem is, “How are the EDA vendors doing?” There are always complaints because, let’s face it, we all like to complain. On occasion however I do hear about a vendor who goes above and beyond the call of duty and it really brightens my day.
Of late,… Read More
In 2005 with the development of the Arduino, everything changed for people building things that required a microcontroller. The Arduino brought with it a low price standard, and open, hardware platform and an easy to use open source development environment. It was … Read More
In fact, this is the title of a presentation given by Pete Foley during FD-SOI Forum 2014 held in Shanghai, a couple of weeks ago. What is nice with clever people like Pete Foley is that they get the point, and get it quickly. Getting the point is to insert AND in capital in the title, as using FD-SOI technology allows to benefit from low-power… Read More
As you may have heard, Intel is making some interesting moves into the China mobile market. At first it had me a bit puzzled but I had some lengthy discussions about it during ARM TechCon last week so I’m ready to start writing. Spoiler alert: This will be pro Intel so please sit down and take some deep breaths before reading.
The first… Read More
One of the strengths of the fabless semiconductor ecosystem is competition since it keeps innovation high and prices low. One of the challenges of fostering competition is that you have to make good on a threat of using a competing product during a pricing negotiation. Well, in my opinion, for the next version of the iPhone, Apple… Read More
In the semiconductor ecosystem, several partners (or better to say stakeholders) join together in the overall value chain to finally output the most coveted chip, err I should say SoC these days. It becomes really interesting when we start analyzing the real value added by each of them, none appears to be less. Well, then to whom … Read More
It was back in April that GlobalFoundries and Samsung announced that GF would license Samsung’s 14nm process to run in their Fab8 in upstate New York. Since then there has not really been any news and of course those of us that follow the foundry industry wondered to what extent there was real substance to the agreement or if … Read More
It was CES 2011 when Steve Ballmer sweatered up and pitched the coming universe according to Microsoft, where the same Windows base would run on everything – PC, phone, tablet, and game console. Getting from that visionary statement to Windows 10 hasn’t been a smooth ride.… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet