Seeking Alpha just published an article about Intel and Samsung passing TSMC for process leadership. The Intel part seems to be a theme with them, they have talked in the past about how Intel does bigger density improvements with each generation than the foundries but forget that the foundries are doing 5 nodes in the time it takes… Read More
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More
On June 1, 2015 Intel and Altera announced , that they had entered into a definitive agreement under which Intel would acquire Altera for $16.7 billions. That was a major milestone for the FPGA community as Xilinx and Altera were the main FPGA vendors.
After the official announcement of AMD to acquire Xilinx, there is a huge… Read More
A group of security vulnerability researchers, after many months of work, were able to figure out the update process and secret key used to decrypt Intel microcode updates for the Goldmont architecture product lines.
This is an important finding as it peels back yet another layer of the onion that protects the core CPU from malicious
The AMD acquisition of Xilinx is certainly big news but as an insider looking at the media coverage I think there are a few more points to consider. While most of the coverage has been positive there will always be negatives and we can look at that as well.
Intel acquired Altera in 2015 for $16.7B at a 50% premium which was a major disruption… Read More
After months of back and forth TSMC finally announced plans to build a fab in Arizona. The announcement was not made in the press or on the most recent investor call but on LinkedIn. A sign of the times I guess but since they need to hire a bunch of semiconductor people it was more than appropriate.
“We’re delighted to catch up with you … Read More
Based on the Intel investor call yesterday here are some interesting comments Bob Swan made related to Intel outsourcing manufacturing and 7nm progress. Let’s start with the prepared statement:
Bob Swan: “Over the last couple of years, we have been focused on three critical priorities; improving our execution to strengthen … Read More
Getting out of NAND makes sense
The memory market is very tough, competitive and worst of all, very cyclical. Unless you have an iron… Read More
First let me tell you that I have nothing but respect for Intel. I grew up with them in Silicon Valley and have experienced firsthand their brilliance and the many contributions they have made to the semiconductor industry. In fact, I can easily say the semiconductor ecosystem would not be what it is today without Intel.
But no company… Read More
