On one hand the Motley Fool is saying, “Intel 14nm could change the game” and on the other hand the Wall Street Cheat Sheet is saying, “Intel should shut down mobile”. SemiWiki says Intel missed mobile and should look to the future and focus on wearables and in this blog I will argue why.
Let’s look back to 2009 when Intel and TSMC signed… Read More
This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:
The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (TSM) only two to three quarters after TSM introduced… Read More
The Economist has a big article (may need a subscription, can’t tell because I have one, it’s in the print edition too) about ARM versus Intel. It is an interesting read since I think it misses so much of what really drives semiconductor. It tells the story about Intel trying to get into mobile (because it’s main… Read More
We have been here before… and when I say “we” I do include myself. Back in 1997, I joined a secretive company called Transmeta. The company was two years old and working on a new x86 microprocessor to challenge Intel. The original focus of the company was not to build a lower power processor, but one that was faster. As with… Read More
Sorry to disappoint but my 2 hours at the Intel RNB was a very positive experience. It is much more fun writing negative things about industry leaders because I enjoy the resulting hate mail and personal attacks, but the candor and transparency of the Intel guys won me over. They even asked ME questions which was a bit telling. I also… Read More