This was one of the most memorable keynotes I have seen, absolutely. Probably because it supports my belief that the infamous Intel slide that “projected” Intel will continue a linear manufacturing cost per transistor improvement at 14nm and 10nm is pure marketing fluff. Even more interesting, according to Intel, other semiconductor… Read More
Tag: intel
Intel Lost $1B in Mobile Last Quarter
Intel announced their quarterly results today. Revenue was $12.8B, up 1% from a year ago with operating income of $2.5B also up 1% from last year.
Since the future of the world is mobile and not desktop/laptop, the mobile results are the most interesting. Mobile sales fell 61% to $156M. This includes mobile products and anything … Read More
What is Next for GLOBALFOUNDRIES?
In response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed to become… Read More
Bye-Bye DDRn Protocol?
In fact, this assertion is provocative, as the DDR4 protocol standard has just been released by JEDEC… after 10 years discussion around the protocol features. Yes, the first discussions about DDR4 have started ten years ago! Will DDR4 be used in the industry? The answer is certainly yes, and DDR4 will most probably be used for years.… Read More
Galileo, not a barber, but an Intel maker module
Words often have much deeper meaning than first meets the ear. The story behind a lyric, or a name, reveals origins, philosophical themes, and ideas beyond the obvious. A new effort from Intel conjures up just such an example – a deep reference to makers everywhere.
In a familiar refrain from Queen “Bohemian Rhapsody,” we hear two… Read More
The Infamous Intel FPGA Slide!
As I have mentioned before, I’m part of the Coleman Research Group so you can rent me by the hour to better understand the semiconductor industry. Most of the conversations are by phone but sometimes I do travel to the East Coast, Taiwan, Hong Kong, and China for face-to-face meetings. Generally the calls are the result of an event … Read More
Celebrating 50 Billion ARM Powered Chips!
In case you have not seen it yet there is a website named 50BillionChips where you can follow the journey of ARM. This goes quite well with the brief history of ARM we wrote last year in preparation for our bookFabless: The Transformation of the Semiconductor Industry. ARM was a big part of that transformation of course.… Read More
Skate to where the mobile puck is headed, Intel
Mobile World Congress 2014 has already showcased two very different mobile SoC machines in high gear. After watching one big US moment and Canada otherwise dominate everything involving ice and a stick at the Sochi Olympics, I’m reaching into the Wayne Gretzky pile of quotes for a metaphor to examine Intel’s move – and why they are… Read More
Brian Krzanich Does Reddit AMA
Do you know what an AMA is on Reddit? It stands for “ask me anything”. A person, often a famous person like Bill Gates (last week) but sometimes just someone who does an interesting job (like astronaut) or was in an interesting situation (like the hijack from Ethiopia last week).
Today, it is someone who argualble is all… Read More
ARM Announces A17
It is microprocessors all the time right now, with Linley last week. Today ARM announced the next generation Cortex-A17 core. It is a development built on the Cortex-A12 core, itself built on A7 (which is the current volume leader). ARM says that it is 60% faster than the A7 core, although I’m sure a lot of that gain is a process… Read More