Can Intel Compete in the IoT?

Can Intel Compete in the IoT?
by Daniel Nenni on 11-05-2013 at 5:00 pm

Kevin Ashton, a British technology pioneer, is credited for the term “The Internet of Things” to describe an ecosystem where the Internet is connected to the physical world via ubiquitous sensors. Simply stated: rather than humans creating content for the internet IoT devices create the content. To be clear, this… Read More


Intel is Killing the Environment!

Intel is Killing the Environment!
by Daniel Nenni on 10-31-2013 at 6:00 pm

If I had to sum up opening day at ARM TechCon 2013 in one word it would be “crowded”. More than twice as many people attended as last year with 6,500 preregistered. The opening keynote was “The New Style of IT” pimping the HP Moonshot systems, but it could have just as easily been called “Why Intel Stock is Dead Money”,… Read More


What do Intel and Congress Have in Common?

What do Intel and Congress Have in Common?
by Daniel Nenni on 10-09-2013 at 8:00 pm

The war of words continues, when will it end? I consider myself a reasonably educated and informed person, certainly above average by U.S. standards, yet I have no idea why the U.S. Government continues to write checks they cannot cash and I don’t know who to believe in the resulting media blasts. I truly miss the days of Ross… Read More


Another Negative Year for Semiconductor CapEx

Another Negative Year for Semiconductor CapEx
by Bill Jewell on 09-29-2013 at 11:00 pm

Global semiconductor capital spending is headed for another decline in 2013, following a 12% decline in 2012. Gartner’s September forecast called for a 7% decline in 2013. Most of the major spenders expect flat to declining expenditures in 2013. Intel in July estimated 2013 spending of $11 billion, flat with 2012 and down from … Read More


Intel 14nm versus Samsung 14nm

Intel 14nm versus Samsung 14nm
by Daniel Nenni on 09-25-2013 at 4:15 am

The legend of Intel being two process nodes ahead of the rest of the industry is quickly coming to an end. To come to terms with this you need to do an apple to apple comparison which is what I will do right here, right now.

First and foremost let’s compare SoC silicon delivery since SoCs are driving the semiconductor industry and will … Read More


Samsung 28nm Beats Intel 22nm!

Samsung 28nm Beats Intel 22nm!
by Daniel Nenni on 09-18-2013 at 6:00 pm

There was some serious backlash to the “Intel Bay Trail Fail” blog I posted last week, mostly personal attacks by the spoon fed Intel faithful, but there are however some very interesting points made amongst the 30+ comments so be sure and read them when you have a chance.

The Business insider article “The iPhoneRead More


Intel Bay Trail Fail

Intel Bay Trail Fail
by Daniel Nenni on 09-15-2013 at 5:00 pm

Now that the IDF 2013 euphoria is fading I would like to play devil’s advocate and make a case for why Intel is still not ready to compete in the mobile market. It was very clear from the keynotes that Intel is a chip company, always has been, always will be, and that will not get them the market share they need to be relevant in mobile electronics,… Read More


Ecosystem: ARM versus Intel

Ecosystem: ARM versus Intel
by Daniel Nenni on 09-05-2013 at 2:45 pm

Ecosystem is everything when it comes to modern semiconductor design, especially if it is mobile. The fabless semiconductor industry has been all about ecosystem since the beginning and that is why we hold supercomputers in our hands today, believe it. After the invention of the transistor in 1947, and the invention of the integrated… Read More


No Mention of 14nm at the 2013 Intel Developer Forum?

No Mention of 14nm at the 2013 Intel Developer Forum?
by Daniel Nenni on 08-19-2013 at 5:00 pm

Yes, I will be going to IDF again this year, even though it is the same day as the Apple new product announcement. As a born again Apple Fan that is really saying something but Intel has done a great job of motivating the fabless semiconductor ecosystem and I thank them for that.

Unfortunately, noticeably missing from the IDF presentation… Read More


TSMC is a more profitable semiconductor company than Intel

TSMC is a more profitable semiconductor company than Intel
by Daniel Nenni on 08-07-2013 at 9:00 pm

There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More