Daniel Nenni recently blogged about Intel’s claims of industry leading process density that were made at their analysts meeting. It isn’t clear to me why Intel makes this such a big focus at the analysts meetings, they really don’t compete with the foundries much but this seems to be a big deal to them. I thought it would be interesting… Read More
Intel 2015 Analyst Meeting Debunked!
Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.
Coincidentally, one of my Intel friends insists that Intel is number one … Read More
Intel Analyst Day – More Capex-Less Losses- PCs Slow/Stabilizing- More M&A?
Like other semi stocks we could see a relief rally as the analyst day is likely to be better than previous news flow- Not much new to tell. Most all of the bad news has been wrung out of the stock- 10nm delays, slowing PCs, tablet losses- the bar has been reset on most issues to “beatable levels”.… Read More
What Makes Us Indecisive?
An indecision is actually a very bad decision. It is an implicit decision for the status quo. It is worse than an explicit decision regardless of how bad that decision turns out to be. In my experience, our indecisiveness is caused by various reasons involving trade-offs.… Read More
Who Will Get the Next Bite of Apple Chip Business?
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report: … Read More
Xilinx Skips 10nm
At TSMC’s OIP Symposium recently, Xilinx announced that they would not be building products at the 10nm node. I say “announced” since I was hearing it for the first time, but maybe I just missed it before. Xilinx would go straight from the 16FF+ arrays that they have announced but not started shipping, and to the… Read More
3D Xpoint and the Future of Memory
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
My Experience with the Ultra Thin 2015 MacBook
Before we left for our 5 week trip to Europe I decided that I would need a real laptop computer on the road. I knew it would be a near necessity for booking hotels and making train reservations. Also, I would need to write emails and maybe even pay some online bills. I already have an iPad but really wanted to be able to run all my applications… Read More
The Intel Apple Deal is a Nothingburger!
The latest Intel rumor that the pro Intel media are flogging is that Intel modems will be in some of the new iPhones. The deal is estimated at around $1B. An “estimated” value of a “rumor” deal is quite funny in itself but let’s take a deeper look at what we are gossiping about here.
Intel got into the 3G/LTE business after acquiring the… Read More