For those of you waiting with baited breath to see the Fabless community with the likes of Broadcom or Qualcomm challenge Intel in the data center space, you were just dealt a significant blow. Intel debuted their long awaited silicon photonics modules for what they called “lightning-fast” connectivity in data centers. Intel … Read More
Burned again – can smartwatches recover?
With Intel’s Basis Peak smartwatch on intergalactic recall and Apple’s smartwatch sales falling faster than Skylab, designers now must face the real questions: 1) what is the right use case, and 2) what are the right chips to implement it?… Read More
Who Really Needs Intel’s New 10 Core, 20 Thread Broadwell-E Core i7 Processor?
At Computex 2016 in Taipei last week, Intel announced their newest lineup of processors which included a brand new 10-core Extreme Edition processor. The focal point of Intel’s new line-up of Broadwell-E processors, the successor to Intel’s previous Haswell-E workstation/enthusiast lineup is the 10-core Core i7-6950X. Intel… Read More
When will Intel strike back?
Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More
Xilinx is Killing Altera!
At a recent outing with FPGA friends from days gone by, the long running Xilinx vs Altera debate has come to an end. The bottom line is that Xilinx has used the FUD (fear, uncertainty, and doubt) of the Intel acquisition quite effectively against Altera and is racking up 20nm and 16nm design wins at an alarming rate. It will be a while … Read More
ARM vs Intel: The New War Frontiers
With Intel’s exit from smartphone processor market, the competitive zones are redefined with its rivalry with ARM. Is ARM’s domination the only reason for Intel’s exit? With no competing architecture, is ARM a monopoly in smartphone processor IP market? What are the new areas of competition between ARM and Intel? I will attempt… Read More
The iPhone 7 Intel Modem Controversy Explained!
The media is really having a field day on this one so I think it deserves further discussion. The rumor is that Intel has won the modem socket in the iPhone 7. The same rumor was circulating about Intel winning the modem socket for the iPhone 6 and the iPhone 5e so it really has reached urban legend status. The question I have is why does … Read More
Is the Intel Cash Cow in Danger?
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue… Read More
Intel’s New Strategy Is The Right One For The Company
Intel has been the focus of a lot of attention in the last week due to the company’s major restructuring announcement which came on the heels of Intel’s most recent earnings announcement. The majority of analyses that immediately followed the company’s announcement focused singularly on the layoffs, which amount to 11% of the … Read More
Why I’ll Always Be an Andy Grove Fan
Silicon Valley sadly lost a respected and revered leader with the death of Andrew Grove in March. The co-founder and former CEO of Intel was an inspiration to generations of technologists and business leaders, including me. Andy had a profound influence on me throughout my career. And while I only met him once, I feel as though I’ve… Read More