Qualcomm goes in Data Center thanks to Google

Qualcomm goes in Data Center thanks to Google
by Eric Esteve on 02-05-2016 at 12:00 pm

The Server SoC at the heart of Data Center almost don’t care about power consumption, at the opposite of Application Processors for smartphone. If you design a server multi-core SoC, you target the highest performance, in fact a combination of high frequency and lowest possible latency, and try to pack as many CPU core and embedded… Read More


Intel 2015 Analyst Meeting Debunked!

Intel 2015 Analyst Meeting Debunked!
by Daniel Nenni on 11-22-2015 at 7:00 am

Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.

Coincidentally, one of my Intel friends insists that Intel is number one … Read More


Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics

Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
by Robert Maire on 09-11-2015 at 2:00 am

Intel’s lack of exposure to handsets/China is now a positive rather than a negative

Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets

Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance

The shoe is on the otherRead More


Intel 10nm delay confirmed by Tick Tock arrhythmia leak-"The Missing Tick"

Intel 10nm delay confirmed by Tick Tock arrhythmia leak-"The Missing Tick"
by Robert Maire on 07-06-2015 at 7:00 am

Our 6/15 report of more 10nm Intel delays confirmed by leaked info…
The delay appears to have interrupted Intel’s Tick Tock cadence…
Kabylake replaces Skylake – Cannonlake pushed out over horizon?

The news we broke is now confirmed…
On 6/15 we put out a report that broke the news of further delays… Read More


"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel

"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
by Robert Maire on 05-29-2015 at 7:00 am

Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?

Chips marching to an Apple cadence…

In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending
Read More


Intel Inline with reduced expectations-2015 flat to down-Slashing Capex

Intel Inline with reduced expectations-2015 flat to down-Slashing Capex
by Robert Maire on 04-16-2015 at 4:00 pm

Intel Inline with lowered numbers- 2015 Revs to be Flat…
Capex Slashed by 13% to $8.7B- 10nm at risk???
Mortgaging the future???
Is the foundry business dead???
Desperately seeking growth!!!

Intel Inline…

Intel reported revenues of $12.8B and EPS of $0.41 in line with downward revised estimates after chopping $1B
Read More


Moore’s Law is dead, long live Moore’s Law – part 1

Moore’s Law is dead, long live Moore’s Law – part 1
by Scotten Jones on 04-15-2015 at 10:00 pm

April 19th is the fiftieth anniversary of Moore’s law! We thought it would be a good opportunity to reflect back on fifty years of Moore’s law, what it is, what it has meant to the industry, what the current status of the law is and what we may see in the future.

Moore’s law
Moore’s law is so well known that you wouldn’t think we would… Read More


Intel Goes After Broadcom

Intel Goes After Broadcom
by Robert Maire on 04-01-2015 at 1:00 pm

Intel continues shopping spree with Broadcom
AMAT drops TEL merger due to high remedy cost
Global Foundries wins Apple A9 business at 20nm for 6S & “6C”

Intel follows Altera with Broadcom chaser…..
Sources in the industry have confirmed that Intel is advanced discussions to acquire Broadcom, following… Read More