Now that the dust has settled and I’m out of cronovirus quarantine let’s talk about the Intel and AMD conference calls. Unfortunately, the Intel and AMD marketing teams are still outpacing engineering so it is difficult to write something serious but I will do my best.
Spoiler Alert: Both CEOs disappoint.
First an Intel 10nm update:… Read More
The Intel versus AMD rivalry is legendary amongst us Silicon Valley AARP members and is one of the reasons why the semiconductor industry is as competitive as it is today, absolutely.
AMD’s boisterous corporate culture started with AMD’s co-founder and long time CEO Jerry Sanders. Jerry was the ultimate showman but his credo “People… Read More
Intel is again apologizing to customers for 14nm chip shortages. As a result PC makers are revising down revenue expectations for 2020. Something does not smell right here. I have also read that due to the continued shortages Intel will be second sourcing CPU chips to Samsung 14nm. This smells even worse, absolutely.
First and foremost,… Read More
Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More
The 3 way relationship is more complex than it seems
On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making them for AMD. But… Read More
TSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!
In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More
The foundry problem continued to plague us at Actel. We had a really complex process! But —- we needed state of the art feature sizes if we were to compete with Xilinx. TI and Matsushita had been doing a good job for us, but not in fabs with state of the art technology. We were two process generations behind! At two generations… Read More
TSMC was founded in 1987 by Morris Chang. At about the same time, I was wrestling with the question of whether or not to join Actel. Morris had been a top executive at Texas Instruments during the period when TI took ownership of the TTL market. (See my week #8. Texas Instruments and the TTL Wars) I have to admit that when I first … Read More
Me.
In the early stories of this series (Weeks three though six), I talked about what I believe were the three seminal events in the history of the semiconductor: Shockley’s invention of the transistor, Noyce’s invention of the integrated circuit, and Intel’s 1971 — the introductions of the first commercially successful… Read More
It was inevitable that EDA applications would meet the cloud. EDA has a long history of creating some of the most daunting compute challenges. This arises from employing current generation chips to design the next generation chips. Despite growing design complexity, many tools have kept pace and even reduced runtimes from generation… Read More
