It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
What’s not quite MCU, and not quite SoC?
There has been a lot of railing lately about how we don’t have quite the right chips for the upcoming wave of wearables. Chips one would drop in a smartphone are often overkill and overpowered, burning through electrons too quickly. Chips one would use for a simple control task generally lack peripherals and performance, offsetting… Read More
Can Intel be a Leading Semiconductor Foundry?
This is the third part of a series answering the most frequently asked questions I get from Wall Street. Please read the previous two articles on Intel’s Manufacturing Lead and Intel’s SoC Challenge before flaming me in the comment section. First let’s look at why there is a foundry business and go from there.
The big… Read More
Intel’s SoC Challenge!
Innovation is the cornerstone of the semiconductor industry and as history has shown, the majority of semiconductor innovation has come from fabless companies. Apple computer is my favorite example since they went from selling mother boards to computer hobbyists in the 1970’s to being one of the largest and most influential … Read More
Intel’s Manufacturing Lead Explained
The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More
A Paradigm Shift in the Foundry Supply Chain!
Samsung has plenty to talk about this year at DAC. The FD-SOI partnership with STMicroelectronics for example. Also the Samsung GLOBALFOUNDRIES 14nm partnership. Thus the “Paradigm Shift in the Foundry Supply Chain” theme. Samsung is also leading the pack with giveaways!
Quantom Dots and Semiconductors?
Imagine life without science and great minds that made life worth living! It is personalities like Newton, Thomas Alva Edison, Graham Bell, Alexander, Michael Faraday who have made us realized the true potential of science.
Imagine what would have happened if Newton had not discovered gravity? It is due to gravity that earth revolves… Read More
STM FD-SOI Manufacturing Double Source: Samsung
Let’s start with apologies: when guessing that SMIC would be the 2[SUP]nd[/SUP] source foundry for ST-Microelectronics 28nm FD-SOI, I was wrong. To be honest, if I had made the assumption that Samsung was this double source, I would have generated dozen of comments, calling me “crazy blogger”…for the best. Announcing Samsung… Read More
Atmel and the Arduino Zero
As I wrote about last month, this weekend is the Maker Faire in San Mateo. If you are interested in the cutting edge of what people are getting up to outside of the corporate world, this is the place to go. You will see stuff that you will not hear about for a year or two when it finally goes mainstream.
Increasingly, there is a lot of electronics… Read More
Samsung Endorses FD-SOI!
This is probably one of the biggest stories we will cover this month, if not this year, absolutely. In partnership with STMicroelectronics, Samsung will manufacture 28nm FD-SOI chips for the fabless semiconductor community starting now. This proves without a shadow of a doubt that Samsung is serious about the foundry business.… Read More
Bluetooth 6.0 Channel Sounding is Here