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On August 27, 2018, GLOBALFOUNDRIES (GF) announced that they were no longer going to compete in the race to the next smaller semiconductor node, at that time, the 7nm node. While surprising to some, on further analysis this move made sense. TSMC had announced its plan to invest around $25B in the 5nm technology node. GF revenue is … Read More
Intel Corp. is gaining discernible market share in the LTE chips business, and Qualcomm, the 800-pound gorilla in the mobile baseband market, suddenly looks in Intel’s crosshairs. A closer look at Intel’s journey from a mobile silicon underdog to the owner of a swelling LTE footprint shows that design ingredients… Read More
