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
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
Let’s start with yesterday evening, so technically yesterday. It was July 14th, which is the equivalent of Independence Day in France. So the perfect day for Leti, based in Grenoble, to present a lot of the work that they are doing on 3D “more than Moore” type technologies, including photonics. Also, wafer-scale… Read More
IBM recently disclosed a working 7nm test chip generating a lot of excitement in the semiconductor industry and also in the mainstream media. In this article I wanted to explore the 14nm, 10nm and 7nm nodes, the status of the key competitors at each node and what it may mean for the companies.
Our 6/15 report of more 10nm Intel delays confirmed by leaked info…
The delay appears to have interrupted Intel’s Tick Tock cadence…
Kabylake replaces Skylake – Cannonlake pushed out over horizon?
The news we broke is now confirmed…
On 6/15 we put out a report that broke the news of further delays… Read More
While I was at the imec Technology Forum someone asked me “Why did Intel pay $15B for Altera?” (the actual reported number is $16.7B).
The received wisdom is that Intel decided that it needs FPGA technology to remain competitive in the datacenter. There is a belief among some people that without FPGA acceleration available for vision… Read More
When the news broke about the on, off, and on-again Intel-Altera merger a few weeks ago, I checked off another box on my Six Degrees of Kevin Bacon scorecard. That plus a $5 bill gets me a Happy Meal at McDonalds, but in a post-Altera world, it might be worth more.
On January 16, 2008, I’m sitting in a meeting with some Intel strategic marketing… Read More
Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
There were two keynotes at DAC this morning. I think the official designation of the first one was a “visionary talk” and the main difference was that it was only 15 minutes long. Vivek Singh, an Intel fellow, talked about Moore’s Law at 50: No End in Sight.
He started with a graph showing transistor speed versus… Read More
You should be happy to listen that Intel will buy Altera FPGA challenger, if you expect always more power to be consumed in datacenter! In 2013 the power consumption linked with the Servers and Storage IC activity, plus the electricity consumed in the systems cooling these high performance chips has reached 91 BILLION KWh (or the… Read More
