It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
Tag: intel
Look who is Leading the World Semiconductor Business
A couple of days ago I was reading a news article which said how long the world economy will be dependent on a single engine to drive it; obviously that single engine is USA. If we consider the overall economy, definitely USA is driving it, and semiconductor is a large part of it. The semiconductor is driving electronics and that is attracting… Read More
Bluetooth Smart Crashes IoT Party
When you hear the term Internet of Things the first image that comes to mind is, well, a lot of things talking over TCP/IP, maybe using WiFi or god forbid Ethernet. But upon closer examination it seems that Bluetooth is crashing the IoT party. This was driven home for me when my girlfriend gave me a FitBit Flex. For those unfamiliar, … Read More
Microprocessors: Will ARM Rule the World?
Last week was the Linley Microprocessor Conference. Not the mobile one, which I find the most interesting since smartphones are such a bit part of what drives process technology these days, this is the one focused on networking and servers. But increasingly both markets are being driven by the same thing, namely mobile data. In … Read More
ANSYS Electronics Simulation Expo – A View from Industry
As we are seeing more and more automation in most of our activities, not only through software but also smart electronics (at cutting-edge technologies) equipped with processors, micro-controllers, sensors and so on which make a whole system as an integrated entity on a small piece of semiconductor intertwined with other systems… Read More
How Lucio Lanza Got Into EDA
Lucio Lanza is this year’s recipient of the Kaufman award. Unlike most recipients, Lucio worked closely with Phil Kaufman earlier in his career. I met with him at his office in Palo Alto to hear the story.
Even if you have never met him, it would be a reasonable guess from his name that Lucio Lanza is Italian. And you’d be right. He grew… Read More
TSMC Breaks More Records in Q3 2014!
As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:
We have set a new record of revenue and profitability… Read More
Intel: Spectacular PC, Some Progress in Mobile
Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
Maker Movement Embraced by Major Semiconductor Companies
How the Arduino Changed Embedded System Development Forever
In 2005 with the development of the Arduino, everything changed for people building things that required a microcontroller. The Arduino brought with it a low price standard, and open, hardware platform and an easy to use open source development environment. It was … Read More
Intel Invades China Mobile Market!
As you may have heard, Intel is making some interesting moves into the China mobile market. At first it had me a bit puzzled but I had some lengthy discussions about it during ARM TechCon last week so I’m ready to start writing. Spoiler alert: This will be pro Intel so please sit down and take some deep breaths before reading.
The first… Read More