It’s just a matter of time – perhaps just a few months – before the greatest mystery of the semiconductor industry is revealed and the peaceful co-existence of the Fab vs Fabless world is blown apart. An arms race was started by Intel to challenge TSMC and Samsung on who would control not only the high valued processor but soon… Read More
Immediately following Intel’s announcement that they expected Q4 revenue to come up short by $1B, Rory Read the new CEO of AMD, countered that they were on track to meet their original guidance (see article). Furthermore, “In 1Q and 2Q, maybe you see some manifestations, but I wouldn’t bet against the supply chain,”… Read More
Analog has always been difficult, a bit of a black art persuading a digital process to create well-behaved analog circuits, capacitors, resistors and all the rest. In the distant past, we would solve this by putting the analog on a separate chip, often in a non-leading-edge process. But modern SoCs integrate large amounts of digital… Read More
Let’s face it, the ships are burning in the harbor and there is only one way out of here for AMD. It needs to crash Intel’s exclusive $300M Ultrabook Party in order to grab a slice of the future, more profitable PC market.
Intel Capital Creates $300 Million Ultrabook Fund… Read More
Sorry to disappoint but my 2 hours at the Intel RNB was a very positive experience. It is much more fun writing negative things about industry leaders because I enjoy the resulting hate mail and personal attacks, but the candor and transparency of the Intel guys won me over. They even asked ME questions which was a bit telling. I also… Read More
Intel had a big press event yesterday at which they announced details of their 22nm process. In a change from their current processes, it goes with a vertical gate. In fact 3 gates which gives them much better control of leakage through transistors that are switched off, along with more transmission through the on transistors. They… Read More
