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Search results

  1. hist78

    The thinking of Pat Gelsinger

    "The Path Forward: Digital Innovation with Intel CEO Pat Gelsinger - The Washington Post" https://www.washingtonpost.com/washington-post-live/2021/08/04/path-forward-digital-innovation-with-intel-ceo-pat-gelsinger/ Full interview video: My thoughts: 1. Mr. Gelsinger said when Covid-19...
  2. hist78

    How Intel Financialized and Lost Leadership in Semiconductor Fabrication

    This is good study on some Intel's self inflicted injuries and strategic mistakes. https://www.ineteconomics.org/perspectives/blog/how-intel-financialized-and-lost-leadership-in-semiconductor-fabrication
  3. hist78

    A major breakthrough in the process below 1 nanometer!

    So the future is back to 2D?! This MIT, TSMC, and National Taiwan University joint research is published on the upcoming Nature Magazine https://inf.news/en/tech/b74cee68c6978b792202b8738814ed9a.html
  4. hist78

    TSMC Q1 2021 Earnings Conference Call

    https://investor.tsmc.com/english/quarterly-results/2021/q1 Some highlights in my own words: 1. TSMC 2021 Capex has been raised from US$28 billion to $30 billion. 2. The $100 billion investment projection will focus on Capex. It will span across 2021, 2022, and 2023. 3. The huge Capex...
  5. hist78

    LG exits Smartphone Business

    The smartphone industry is going through another round of consolidation and transformation. https://www.theverge.com/2021/4/4/22346084/lg-exits-smartphone-business
  6. hist78

    Intel newest Rocket Lake CPUs performance issues

    It seems very strange to me that Intel doesn't use their most advanced 10nm to manufacture Rocket Lake line that's just released. Instead Intel went back to the old 14nm technology and got bad reviews all over the place.
  7. hist78

    Samsung's Chip Fabs in Texas Ordered to Shut Down Due to Power Shortage

    This is really bad. https://www.tomshardware.com/news/samsungs-chip-fabs-in-texas-ordered-to-shut-down-due-to-power-shortage https://www.statesman.com/story/news/2021/02/16/austin-energy-shuts-power-off-samsung-other-major-users/6771267002/
  8. hist78

    Intel is attacking Apple

    I think it's always dangerous and reckless to attack your own customers. You burned the bridge for no real benefit. Dump your Apple Mac and get a PC (says Intel) https://www.zdnet.com/article/dump-your-apple-mac-and-get-a-pc-says-intel/
  9. hist78

    Ang Lee's new film "Billy Lynn's Long Halftime Walk"

    This new film was shot using 3D 4K 120 frames per second technology. Most films today only play at 24 frames per second. It's interesting to know that today there is no any theater in America can play this film in its highest quality format. If it works, it will greatly challenge the thinking...
  10. hist78

    AMD to License X86 Technology to China Chip Venture

    AMD to License X86 Technology to China Chip Joint Venture AMD to License Chip Technology to China Chip Venture - WSJ China Calling: AMD Forms Joint Venture for x86 Server SoCs in China I'm wondering if it's in conflict with the cross licensing deal between Intel and AMD. Also, even Intel may...
  11. hist78

    PayPal Deploys ARM Servers in Data Centers

    PayPal Deploys ARM Servers in Data Centers | Data Center Knowledge This morning, I turned on a HP Proliant server with two Xeon processors. Right away the lady next office came to make fun at me, she said: Did an airplane just take off? The heat generated form the Intel Xeon processors...
  12. hist78

    TSMC Announced First Quarter 2015 Revenue

    The result announced yesterday is very good. TSMC achieved a YoY revenue growth almost 50% while maintaining a 38.5%-40.5% (forecast) operating margin. This is really a sharp contrast to Intel's almost flat first quarter YoY growth. Intel revised 1Q2015 revenue forecast is from US$12.5 billion...
  13. hist78

    New aluminium-ion battery from Stanford

    This type of battery can speed up IoT adoption, make electric cars more affordable, and offer a cost efficient way to store large amount of power during off-peak hours. The potential is unlimited. I'm wondering how soon this can be commercialized? New aluminium-ion battery from Stanford...
  14. hist78

    What would you do if you are the CEO of Intel?

    Intel is facing serious challenges in the recent years such as: · Staggering revenue · Diminishing PC/Laptops market · No strong mobile processor product offering · Losing huge amount of money from mobile product line. · Escalating costs of leading edge...
  15. hist78

    NXP Semiconductors is buying Freescale

    http://www.nytimes.com/2015/03/02/business/chip-makers-will-merge-in-deal-worth-11-8-billion.html?_r=0 "Together, NXP, which has its headquarters in the Netherlands, and Freescale, which is based in Austin, Tex., reported $10.6 billion in sales last year." and NXP and Freescale Announce $40...
  16. hist78

    TSMC Will Have The Lion’s Share Of Apple’s A9 Pie: Citi Analysis

    It's like watching TV series that every week has some new twist. TSMC Will Have The Lion "We believe that 14nm strategic collaboration between SEC and Globalfoundry (GF) is way too early to play out in 2015. The technology transfer across the companies and the product qualification period...
  17. hist78

    TSMC (TSM) January sales hit new high

    TSMC's January revenue is not only the highest in the single month history but also challenges the seaonal slowdown tradition. TSMC January sales hit new high | Economics | FOCUS TAIWAN - CNA ENGLISH NEWS "In January, TSMC posted NT$87.12 billion (US$2.77 billion) in consolidated sales, up...
  18. hist78

    Snapdragon 810 overheating issue (or not an issue!)

    I just read an UDN.COM report saying HTC will introduce their new HTC One M9 (Hima) at Mobile World Congress (MWC), March 2~5 in Barcelona. An interesting thing in that report is that this new phone will come with Qualcomm's Snapdragon 810 and the alleged overheat problem has been resolved. It...
  19. hist78

    GF Delays 14nm?

    Some new development of the GF's 14nm: http://blogs.barrons.com/techtraderdaily/2014/12/26/tech-today-amazon-mobile-commerce-surges-short-interest-moves-apple-chip-jockeying/ "Longtime semiconductor equipment observer Robert Maire of Semiwatch this morning warns that tool makers could be hurt...
  20. hist78

    Taiwan news media claimed Apple has decided to use TSMC to produce at least 80% of A9

    In the past several days I have read some interesting news articles from Taiwan and most of them are written in Chinese. Some of them have presented detail information. I must admit these reports might be based on rumors and I don't have a way to verify them. So please don't harsh on me or even...
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