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Intel’s IDM 2.0by Scotten Jones on 03-24-2021 at 4:00 amCategories: Foundries, Intel
In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.
With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More
– Micron shuts down once promising XPoint
– Lehi Utah fab to be sold off- Had been a $400M drain
– Unique memory couldn’t follow flash down cost/yield curve
– Savings helps Micron but its now just another memory maker
XPoint “Coulda been a contender”
XPoint should have amounted to more… Read More
Dan takes an in-depth look at Intel with Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors at Bernstein Research. Stacy is an unusual semiconductor analyst as he holds a Ph.D. in chemical engineering from MIT. His substantial technical knowledge allows for a deep dive on Intel that you will find refreshing… Read More
At the SPIE Advanced Lithography Conference held in February, ASML presented the latest information on their Deep Ultraviolet (DUV) and Extreme Ultraviolet (EUV) exposure systems. I recently got to interview Mike Lercel of ASML to discuss the presentations.
DUV
Despite all the attention EUV is getting, most layers are still… Read More
At the recent ISSCC conference, Mozhgan Mansuri from Intel gave an enlightening (extended) short course presentation on all thing related to clocking, for both wireline and wireless interface design. [1] The presentation was extremely thorough, ranging from a review of basic clocking principles to unique circuit design … Read More
Now that semiconductor conferences are virtual there are better speakers since they can prerecord and we have the extra time to do a better job of coverage. Even when conferences go live again I think they will also be virtual (hybrid) so our in depth coverage will continue.
ISSCC is one of the conferences we covered live since it’s… Read More
Intel is a semiconductor legend. Founded on July 18, 1968, the name Intel is short for Integrated Electronics. After leading Silicon Valley, the United Sates, and the world into the era of semiconductors through technical excellence, Intel has hit some challenging times. There has been quite a bit of CEO drama that we will look … Read More
There is a lot of interest right now in how Intel compares to the leading foundries and what the future may hold.
Several years ago, I published several extremely popular articles converting processes from various companies to “Equivalent Nodes” (EN). Nodes were at one time based on actual physical features of processes but had… Read More
When I think about servers and data centers, I think about multiple-core/high-power CPUs, Intel’s domination over the years and GPUs coming on strong in recent years. I think about very fast digital interfaces, such as PCI Express connections and the latest DDR memory interface. Precision analog isn’t something that first comes… Read More
-Intel good results had a little extra help to be great
-New CEO commits to remaining an IDM versus fabless
-Claims of strong progress on 7NM fuel optimism inside
-Outsourcing to TSMC will not go away but will increase
A good quarter but with some silicon enhancements from ICAP
Intel reported Revenues of $20B and EPS of $1.52, which… Read More