The leading edge semiconductor logic landscape has in recent years collapsed to just four companies. The following is a summary of what is currently known about each company’s plans and how they compare. ASML has analyzed many logic nodes and developed a formula that normalizes processes to a “standard node”.… Read More
Tag: intel
AMD Zen and the Art of Microprocessor Maintenance
AMD is a fantastic company with highly talented people, but for some reason just hasn’t managed to put a winning streak of microprocessor architectures back-to-back. It’s frustrating to watch: they ride like mad to catch up to or even pull slightly ahead of Intel, then fall back in the pack when they have to make an extended pit stop,… Read More
Apple will NEVER use Intel Custom Foundry!
The media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.
“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run for… Read More
If an Intel 10nm transistor fell in the ARM forest
Intel’s news at IDF this week about partnering with ARM for foundry services on 10nm set off some wild speculation. It’s not a surprise that ARM would enable Intel – they’ve worked together before, ARM is an equal opportunity ecosystem partner, and ARM has publicly announced 10nm cores taped out at TSMC.… Read More
Score 1 for IDMs vs Fabless Intel King of the Photonics Hill in Data Centers
For those of you waiting with baited breath to see the Fabless community with the likes of Broadcom or Qualcomm challenge Intel in the data center space, you were just dealt a significant blow. Intel debuted their long awaited silicon photonics modules for what they called “lightning-fast” connectivity in data centers. Intel … Read More
Semiconductors negative in 2016, positive in 2017
Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.
Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More
Lam beats on EPS & Revs and good Q1 (Sept) guide
Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in … Read More
MIPI DevCon 2016: Opened to non-MIPI Members!
The MIPI Alliance was founded in 2003 by large IDM to standardize chip-to-chip interfaces in the wireless phone (mobile) segment. The various MIPI specifications (CSI, DSI, DigRF and many more) have been adopted by the application processor chip makers (usually large IDM or fabless, like Intel or Qualcomm initially and many … Read More
Who Really Needs Intel’s New 10 Core, 20 Thread Broadwell-E Core i7 Processor?
At Computex 2016 in Taipei last week, Intel announced their newest lineup of processors which included a brand new 10-core Extreme Edition processor. The focal point of Intel’s new line-up of Broadwell-E processors, the successor to Intel’s previous Haswell-E workstation/enthusiast lineup is the 10-core Core i7-6950X. Intel… Read More
LETI Day 2016 : Security in Lyon, Sensor at Semicon West on July 12th
It was the very first time I attended the LETI days, even if I know the research center for many years. LETI was created in the 60’s, as the subsidiary of the CEA (France agency in charge of Atomic Energy) in charge of Microelectronic. Now, for more than 50 years, 2000 research engineers are working to develop technologies, systems … Read More