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Intel announced their quarterly results earlier this week. Their mainline microprocessor business is doing well, especially the highest performance segments for servers, datacenters and cloud computing. Broken down by segment the numbers come out like this:
How to synthesize a pretty good article Is SOI Really Less Expensive, and even more important the impressive amount of comments (56) generated? Let’s start with the initial article. Pretty good, but slightly biased, when you carefully dissect it, like I did in one of the comments (you can find it in-extenso at the end of this post).… Read More
TSMC 20nm is one of the most talked about nodes on SemiWiki with lots of speculation and debate surrounding it. It’s interesting to look back at what we thought would happen to see if it actually did happen so let’s do that now. According to Google there are 411 articles referencing 20nm on SemiWiki, let’s visit a couple of the… Read More
GlobalFoundries is running a series of technical seminars in the US and Europe, following on from the successful versions run last month in Shanghai and Hsinchu. Among the topics that will be discussed are Foundry 2.0 and Collaborative Device Manufacturing for both Leading Edge and Mainstream technologies. The European events… Read More
This week I’m at SEMICON West with 27,000 of my closest friends. Good information, good networking, and some great rumors this year. Yesterday I heard a juicy rumor in the halls that Intel is still having 14nm yield problems. Remember, we heard a similar rumor last year and it turned out to be true. I Googled around this morning and … Read More
Maybe it’s my competitive analysis gene, or too many years spent hanging out with consortium types, but I’m always both curious and skeptical when a new consortium arises – especially in a crowded field of interest. The dynamics of who aligns with a new initiative, and how they plan to go to market compared to other entities, prompts… Read More
What platform has become the most sophisticated and intimate personal electronic environment ever? The car. To paraphrase a famous automotive company’s top executive, car companies are transforming the car into a powerful smartphone that allows drivers to carry around, customize, and interact with their digital world. Automotive… Read More
The exciting news is that Intel landed their first big SoC customer with Panasonic’s System LSI Business Division. These 14nm SoCs will be targeted to audio visual equipment markets. The significance here to me is that Intel not only has a big SoC customer, Intel now has a non-Silicon Valley based foundry customer. It is critical… Read More
At the beginning of the year, New Delhi’s outgoing government launched an initiative purported to drive the nation’s technology independence and reduce the current account deficit on electronics imports. The initiative describes a partnership between New Delhi and two industrial consortiums for the building of semiconductor… Read More
Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot