It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
Tag: intel
Can Intel be a Leading Semiconductor Foundry?
This is the third part of a series answering the most frequently asked questions I get from Wall Street. Please read the previous two articles on Intel’s Manufacturing Lead and Intel’s SoC Challenge before flaming me in the comment section. First let’s look at why there is a foundry business and go from there.
The big… Read More
Intel’s SoC Challenge!
Innovation is the cornerstone of the semiconductor industry and as history has shown, the majority of semiconductor innovation has come from fabless companies. Apple computer is my favorite example since they went from selling mother boards to computer hobbyists in the 1970’s to being one of the largest and most influential … Read More
Intel’s Manufacturing Lead Explained
The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More
Do You Really Know RapidIO?
About 10 years ago, I was in charge of the product definition of our next IP to be released, the PCI Express gen-1 Controller. I was also involved in the decision process to select the new functions to develop, in respect with the market size, all of this being the definition of “marketing”. The reason why our company decided not to develop… Read More
Strong 2014 for Semiconductor Equipment and CapEx
Spending on semiconductor manufacturing equipment is headed for healthy growth in 2014. The latest data from SEMI and the Semiconductor Equipment Association of Japan (SEAJ) shows March 2014 three-month-average billings for semiconductor manufacturing equipment were up 16% from February 2014 and up 31% from a year ago. Bookings… Read More
Another Intel Slide Debunked!
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
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