As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More
Intel Conveys Compute Card Capabilities at CES
Intel is once again adding a new computing form factor to the mix. At CES Intel announced its new Intel Compute Card. It combines CPU, GPU, DRAM, storage, WiFi, and communications inside a small modular housing slightly larger than a credit card and about 5mm thick. Intel already offers its Compute Stick, but it is limited in its interface… Read More
The 2017 Leading Edge Semiconductor Landscape
In early September of 2016 I published an article “The 2016 Leading Edge Semiconductor Landscape” that proved to be very popular with many views, comments and reposting’s. Since I wrote that article a lot of new data has become available enabling some projections to be replaced by actual values and new analysis… Read More
Intel Spreadtrum ARM SoCs
In June of 2013 Edward Snowden copied and leaked classified information from the National Security Agency (NSA). His actions exposed numerous surveillance programs that many governments around the world reacted to, including China. In September of 2013 China Vice Premier Ma Kai declared semiconductors a key sector for the … Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
One line of macOS code could cap a 20-year pivot
When Steve Jobs made it clear at the 1997 Apple Worldwide Developer Conference he was taking back his company, he tossed the now famous line in his opening monologue: “Focusing is about saying no.” Approaching 20 years later, that decision still reverberates.… Read More
Processors, Processors, Processors Everywhere
At first glance a processor conference might seem a bit arcane, however we live in an era where processors are ubiquitous. There is hardly any aspect of our lives that they do not touch in some way. Last week at the Linley Processor Conference the topics included deep learning, autonomous driving, energy, manufacturing, smart cities,… Read More
Intel Altera FPGA at the heart of an autonomous Audi A8
Audi announced its piloted driving technology at CES 2015. The Audi Prologue includes the Advanced Driver Assistance System Platform (zFAS), co-developed with TTTech. The zFAS board is based on four devices: an Nvidia k1 processor and Infineon Aurix processor, Mobileye’s EyeQ3 for vision processing, and an Altera Cyclone … Read More
Intel Foundry Rounds Out IP Lineup With ARM at IDF 2016
There are always debates on who does what best in the semiconductor industry, but most agree that Intel is the best in process and transistor technology. This leadership has served the company extremely well over the last few decades and allowed them to reach a position of dominance in the PC and server semiconductor markets. In … Read More
What Will Kill ROP Cyberattacks?
IBM recently announced a software-oriented solution to help eradicate Return Oriented Programming (ROP) malware attacks. ROP is a significant and growing problem in the industry. Crafty hackers will use snippets of code from other trusted programs and stitch it together to create their attacks. It has become a very popular… Read More