Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More
Tag: intel
OCF shows there may be hope for IoT consortia yet
The recent launch of the Open Connectivity Foundation (OCF) was met first with a wave of “oh good, another IoT consortium”, then “phew, it’s just a rebrand of the OIC”, followed by a bit of confusion over why a few AllSeen Alliance players and some other names jumped in. Is it just a marketing ploy, or is there more to this?… Read More
The Age of Automotive Electronics
One of Intel’s most advanced fabrication sites is called Ronler Acres, located in Hillsboro, Oregon and I jumped at the opportunity to visit this site on April 26th when members from the SEMI Pacific Northwest Chapter are meeting to discuss a timely topic, “The Age of Automotive Electronics”. The previous … Read More
Five Reasons to be More Bullish on a 2016 Commercial PC Refresh
Last week’s IDC and Gartner Q4-2015 report on PC sales sent a shock-wave through the industry. The stock market responded with a sell-off of major PC-related names like Advanced Micro Devices, HP Inc. (fka Hewlett-Packard), Intel, Lenovo, and NVIDIA. While I was disappointed in the Q4 numbers, I also have a good grasp of what was… Read More
Sustainability, Semiconductor Companies and Software Companies
I certainly want to leave the Earth a better place to live for my children and generations to come, so sustainability is a value that resonates with me. How is a consumer like me to know which companies are the most sustainable in areas that matter, like:… Read More
TSMC and Intel on the Long Road to EUV
Today is the first day of the SPIE Advanced Lithography Conference and Extreme Ultraviolet (EUV) updates were a big focus.… Read More
Semiconductor, Oil, and GDP – Correlated? What’s Expected?
In last 3 decades of semiconductor market, the largest growth in IC sales was at 33% in 2010. At that time global recession had started due to financial crisis and in 2009 oil prices fell more than 30%. It appeared that oil prices were negatively correlated with semiconductor market growth. Today again there is another sharp decline… Read More
Qualcomm goes in Data Center thanks to Google
The Server SoC at the heart of Data Center almost don’t care about power consumption, at the opposite of Application Processors for smartphone. If you design a server multi-core SoC, you target the highest performance, in fact a combination of high frequency and lowest possible latency, and try to pack as many CPU core and embedded… Read More
5nm Chips? Yes, but When?
For any invention, technical proof of concept or prototyping happens years ahead of the invention being infused into actual products. When we talk about 5nm chip manufacturing, a test chip was already prototyped in last October, thanks to Cadence and Imec. Details about this chip can be found in a blog at Semiwiki (link is given … Read More
AMD’s GPUOpen Initiative Architected To Move The Industry In A Different Direction
GPUOpen is a new initiative started by Advanced Micro Devices’ Radeon Technologies Group (RTG) as a way for the company to continue to reach out to the needs to developers by giving them a better development environment. The idea behind GPUOpen is born out of the work that Advanced Micro Device’s did with Mantle, their own low-level… Read More