There were two big announcements last week right in my backyard and I missed them both! Instead, I was in Taiwan investigating yet another big development and all three of these events will intersect next year, absolutely.
At IDF in San Francisco Intel outlined the new 14nm Core M. This is an impressive CPU, one that will fill the now… Read More
Just to review: The brain inside the current Apple iPhone 5s is the A7 SoC manufactured by Samsung using a 28nm process. The A6 (iPhone 5) and A5 (iPhone 4s) are based on Samsung 32nm. The rest of the Apple SoCs also used Samsung processes. I think we can all now agree that the coming Apple A8 SoC (iPhone 6) will use the TSMC 20nm process.… Read More
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
While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More
We have entered the Summer lull, the quiet period before what is likely to be Apple’s largest volume launch of smartphones ever. While the launches are coming in like clockwork, it is the magnitude of the ramp that is likely to surprise many and it will be due not just to the features of iOS7, but also to the adoption of a well-worn Microsoft… Read More
It seems only appropriate that at the beginning of the year we should look at who is going to be the next significant threat to Apple’s profitability machine. During Apple’s meteoric rise over the past 9 years (APPL share price: Jan-2004 @ $11 vs. Jan-2013 @ $550) different companies have been put up as Apple’s next significant threat… Read More