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A Bloomberg article from early July caught my eye as it portends further changes in the competitive mobile market landscape. Intel is now in the business of paying Taiwanese panel suppliers to ensure the supply of touch-screen panels for PC ultrabooks. In essence it says that to win in the PC market, Intel has to mimic Apple and go … Read More
Thanks to SemiWiki readers for the feedback and comments on the previous “Introduction to FinFET Technology” posts – very much appreciated! The next installment on FinFET modeling will be uploaded soon.
In the interim, Dan forwarded the following link to me “ Intel’s FinFETs too complicated and difficult, says … Read More
Black Swan Events are not to be embraced, they are to be feared, if conventional wisdom holds true. And yet, the 2011 Black Swan that slammed the PC market (i.e. the Thailand Floods that wiped out a large part of the disk drive market) has turned out to be the key catalyst for reshaping the semiconductor industry in 2012 and 2013. Instead… Read More
Ever since the “Intel Reinvents Transistors Using New 3-D Structure” PR campaign I have been at odds with them. As technologists, I have nothing but respect for Intel. The Intel PR department, however, quite frankly, is evil. Correct me if I’m wrong here but Intel did not “reinvent” the transistor. Nor did they come up with the name… Read More
Clever title but it’s not mine. Piper Jaffray Analysts Auguste Richard and Jennifer Baxter released a report last week which echoed the concerns of others, including myself. The concerns reported are with the 22nm process and not the chipsets themselves. To me this is all part of ramping a leading edge process but the concerns are… Read More
Since the last Intel logo parody went over so well here is another one! Not so much a parody in light of the recent PR from Intel that the fabless semiconductor business model is doomed. As one of the doomed little people inside the fabless ecosystem I take exception to this but I digress….
The word around Silicon Valley is that Intel … Read More
Perhaps the most pertinent comment raised by an analyst at Intel’s Investor Forum last week came from Dan Hutcheson of VLSI Research to Brian Krzanich, the COO and head of global manufacturing and supply chain. He said: “I think you sold yourself short on Trigate, the benefit of fully depleted vs. planar and the impact on leakage.”… Read More
Talk about an unusual position. Intel finds themselves very much currently outside when it comes to mobile SoCs for phones and tablets. After several attempts at soul-searching and a true understanding of the term “low-power” (not meaning 3W, but instead < 1W), they finally have a part – in the form of “Medfield”, aka the Atom… Read More
This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:
The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (TSM) only two to three quarters after TSM introduced… Read More
While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it… Read More
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[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[populated:protected] => 1
)