At TSMC’s OIP Symposium recently, Xilinx announced that they would not be building products at the 10nm node. I say “announced” since I was hearing it for the first time, but maybe I just missed it before. Xilinx would go straight from the 16FF+ arrays that they have announced but not started shipping, and to the… Read More
Tag: intel
The Future of Moore’s Law
I’ve lived in Silicon Valley then moved north to the Silicon Forest (aka Portland, Oregon) in 1995, and thankfully we have a lot of high-tech companies here like: Intel, Lam Research (Novellus), Lattice Semi, Qorvo, Synopsys, Mentor, Cadence, Northwest Logic, etc. There’s a global industry organization called… Read More
3D Xpoint and the Future of Memory
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
Semiconductor Usage Revolves Around Asia
I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More
My Experience with the Ultra Thin 2015 MacBook
Before we left for our 5 week trip to Europe I decided that I would need a real laptop computer on the road. I knew it would be a near necessity for booking hotels and making train reservations. Also, I would need to write emails and maybe even pay some online bills. I already have an iPad but really wanted to be able to run all my applications… Read More
Intel: Their Week in the Spotlight
Next week is the Intel Developer Forum (IDF) here in San Francisco at the Moscone Center. I’ll be there at least some of the time. But it is also the time that people who haven’t a clue about semiconductors and the market that it serves get to lap up press releases and try and sound intelligent.
For example:
Intel is about… Read More
Make American Semiconductor Great Again!
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
An Open Letter to Qualcomm CEO
Dear Steve,
Let me first clarify about myself that I am a humble blogger at Semiwiki and admire your company as the #1 Semiconductor Fabless Company and #4 in terms of overall semiconductor sales of the top10 semiconductor companies in the world as per 2014 data. Also, I must mention another point of admiration that your company is… Read More
A Key Aspect Missing for IoT to become NBT
The IoT (Internet of Things) is not one product, technology, segment, or market. It’s a combination of many things, many markets, and many technologies. However, it’s one thing that needs to connect everything together; edge device to gateway to cloud. That brings the complexity, how’s that possible amid large heaps of heterogeneous… Read More