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The Intel analyst meeting last week reads like an absolute train wreck with INTC stock dropping 5%+ the very next day. Since I work in the fabless semiconductor ecosystem during the day I was not able to listen to it live like the other pundits. Nor am I as easily fooled by Power Point slides. I did however review the materials and would… Read More
QCOM is now sampling the TSMC 20nm version of its market dominating Gobi LTE modem. The announcement also included a new turbo charged version of their 28nm Snapdragon 800 SoC with a Krait 450 quad core CPU and Adrino 420 GPU. Given the comparable benchmarks between the Intel 22nm SoC and the 28nm SoCs from Apple and QCOM, the new 20nm… Read More
Over the course of the last fifty years there have been two significant books that have delivered emotional and operational clarity on the rise and fall of high tech companies and industries: The Innovator’s Dilemma and Only the Paranoid Survive. Amazingly, these two books were released within a year of each other (1996, 1997) … Read More
As a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission. I didn’t actually… Read More
Kevin Ashton, a British technology pioneer, is credited for the term “The Internet of Things” to describe an ecosystem where the Internet is connected to the physical world via ubiquitous sensors. Simply stated: rather than humans creating content for the internet IoT devices create the content. To be clear, this… Read More
If I had to sum up opening day at ARM TechCon 2013 in one word it would be “crowded”. More than twice as many people attended as last year with 6,500 preregistered. The opening keynote was “The New Style of IT” pimping the HP Moonshot systems, but it could have just as easily been called “Why Intel Stock is Dead Money”,… Read More
Altera announced in February that they would be using Intel as a foundry at 14nm. Historically they have used TSMC. Then in June they announced the Stratix 10 family of FPGAs that they would build on the Intel process. At the Globalpress summit in May I asked Vince Hu about their processor strategy. Here is what I wrote about itat the… Read More
Intel server profits are growing, which isn’t a big suprise. But mobile losses are high. Although the amount lost by the Other Intel Architecture Group had a loss of $606M, that is actually down slightly from Q2 but up a lot from last year when they lost “only” $235M. This group includes Atom, the Infineon Wireless… Read More
The war of words continues, when will it end? I consider myself a reasonably educated and informed person, certainly above average by U.S. standards, yet I have no idea why the U.S. Government continues to write checks they cannot cash and I don’t know who to believe in the resulting media blasts. I truly miss the days of Ross… Read More
The legend of Intel being two process nodes ahead of the rest of the industry is quickly coming to an end. To come to terms with this you need to do an apple to apple comparison which is what I will do right here, right now.
First and foremost let’s compare SoC silicon delivery since SoCs are driving the semiconductor industry and will … Read More
Podcast EP284: Current Capabilities and Future Focus at Intel Foundry Services with Kevin O’Buckley
Podcast EP265: The History of Moore’s Law and What Lies Ahead with Intel’s Mr. Transistor
Podcast EP186: The History and Design Impact of Glass Substrates with Intel’s Dr. Rahul Manepalli
Podcast EP153: Suk Lee’s Journey to Intel Foundry Services, with a Look to the Future
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