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 Benchmark Hoax!
To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More
The Semiconductor IDM Business Model is Dead!
While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More
Intel Taps The Debt Market: Should They Go Private?
Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More