Intel 14nm Delayed?

Intel 14nm Delayed?
by Daniel Nenni on 07-31-2013 at 10:45 pm

One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More


Intel’s Haswell and the Tablet PC Dilemma

Intel’s Haswell and the Tablet PC Dilemma
by Ed McKernan on 09-07-2012 at 12:26 pm

Image RemovedPaul Otellini’s greatest fear in his chase to have Intel win the Smartphone and Tablet space is that he opens the door to significant ASP declines in his current PC business. This is the Innovator’s Dilemma writ large. In 2011, Intel’s PC business (excluding servers) was $36B at an average ASP of $100. Within that model… Read More


How the Apple-Samsung Duel Will Lead to Wintel 2.0

How the Apple-Samsung Duel Will Lead to Wintel 2.0
by Ed McKernan on 08-02-2012 at 11:00 am

Image RemovedThe High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will… Read More