“Cars Suck up Data about You. Where Does It All Go?” This was the ill-informed headline in the NYTimes last month. The headline echoes the thoughts of Intel’s CEO Brian Krzanich (“Just one autonomous car will use 4,000 GB of data/day” – NetworkWorld) and Barclay’s Brian Johnson (“An… Read More
I truly miss the Xilinx versus Altera war of words (competition at its finest) and competition is what makes the fabless semiconductor ecosystem truly great, absolutely. So with great disappointment I read the Intel Analyst Day transcript published by Bloomberg last week. It is attached at the bottom in case you are interested… Read More
Brian Krzanich, CEO of Intel, announced a $7B investment in Fab 42 in Arizona in the oval office, next to Trump as evidence of a positive reaction to Trump’s new policies.
Alternative fact; Paul Otellini, then Intel’s CEO, made a similar promise about Fab 42 in the company of Obama in 2011, during a visit to Hillsboro,… Read More
Huawei Technologies is a large, $60B China-based company that, while many in the U.S. may not be familiar with, is a very big name in the carrier and telco equipment and consumer smartphone space—especially in China and EMEA (Europe, Middle East, Africa). The company is making serious moves to expand their reach into the carrier… Read More
There are always debates on who does what best in the semiconductor industry, but most agree that Intel is the best in process and transistor technology. This leadership has served the company extremely well over the last few decades and allowed them to reach a position of dominance in the PC and server semiconductor markets. In … Read More
Intel has been the focus of a lot of attention in the last week due to the company’s major restructuring announcement which came on the heels of Intel’s most recent earnings announcement. The majority of analyses that immediately followed the company’s announcement focused singularly on the layoffs, which amount to 11% of the … Read More
You may have noticed this weekend that Intel was all over the X-Games. You couldn’t turn on the TV, web video or Twitter without seeing the company on and around the X-Games. Intel’s love affair with sports started when Brian Krzanich took the reigns as Intel’s CEO and has been amplified at nearly corporate event… Read More
The Intel Q4 investor call was last week and as Brian Krzanich approaches his 3[SUP]rd[/SUP] year as Intel CEO a new synergistic corporate strategy is emerging:
That strategy is also resulting in the evolution of our business model to focus on three key areas of growth: The Data Center, the Internet of Things, and Memory.
DCG, IoTG… Read More
The battle between Xilinx and Altera continues to be one of the more interesting stories to cover. It really is the semiconductor version of a reality TV show. In the beginning it was two fabless companies partnered with rival foundries going head-to-head controlling a single market that touches a variety of industries.
Then things… Read More
Like other semi stocks we could see a relief rally as the analyst day is likely to be better than previous news flow- Not much new to tell. Most all of the bad news has been wrung out of the stock- 10nm delays, slowing PCs, tablet losses- the bar has been reset on most issues to “beatable levels”.… Read More