Intel’s Back to the Future Buy of Micron

Intel’s Back to the Future Buy of Micron
by Ed McKernan on 08-19-2011 at 5:14 am


In an interview that Gordon Moore gave in early 2000, the former co-founder of Intel recounted how they abandoned the DRAM market in the early 1980s in order to exit the increasingly unprofitable business and focus on the promising, yet still young x86 processor market. Intel was also home to EEPROM and NOR Flash, two memory technologies… Read More


Mr. TTL’s Future is Analog: Time to Sell OMAP to Broadcom

Mr. TTL’s Future is Analog: Time to Sell OMAP to Broadcom
by Ed McKernan on 08-17-2011 at 1:00 am

Mr. TTL (otherwise known as Texas Instruments or TI) has had a great run in the cellular market but it is time to decamp. The future is Analog and OMAP must depart to one of the remaining players looking to win the Smartphone and Tablet market. TI is exiting the market so it can focus on the high volume analog market.

On first sight, the … Read More


Captain Ahab Calls Out for the Merger of nVidia and AMD

Captain Ahab Calls Out for the Merger of nVidia and AMD
by Ed McKernan on 08-16-2011 at 8:00 pm

Call me Ishmael. Some years ago –in the mid 1990s – having little or no money in my purse and nothing particular to interest me on shore, I thought I would sail the startup ship Cyrix and see the watery part of the PC world. Whenever I find myself grim about the mouth or pause before coffin warehouses, and bring up the rear of every funeral… Read More


Will AMD Crash Intel’s $300M Ultrabook Party?

Will AMD Crash Intel’s $300M Ultrabook Party?
by Ed McKernan on 08-14-2011 at 7:00 am

Let’s face it, the ships are burning in the harbor and there is only one way out of here for AMD. It needs to crash Intel’s exclusive $300M Ultrabook Party in order to grab a slice of the future, more profitable PC market.

Intel Capital Creates $300 Million Ultrabook FundRead More


nVidia: "30 Days From Going Out of Business"

nVidia: "30 Days From Going Out of Business"
by Ed McKernan on 08-11-2011 at 9:36 pm

Jen Hsun Huang, the CEO of nVidia, has a phrase he often repeats to his employees: “We are 30 days from going out of business.” With product cycles as short as 6 months, the troops are on a constant march to revenue. The earnings conference call on August 11th highlighted two critical pieces of information. First, is the success that… Read More


Samsung to Acquire AMD?

Samsung to Acquire AMD?
by Daniel Nenni on 08-07-2011 at 4:00 pm


Don’t get me wrong, I’m a big fan of AMD, I buy AMD based products whenever possible to prevent an innovation stifling Intel monopoly. Unfortunately Silicon Valley coffee house conversations continue to paint a bleak picture for AMD, even with a recent stock surge on better than expected revenue guidance for the rest of 2011. I’m… Read More


Apple Roadmaps Intel to 14nm

Apple Roadmaps Intel to 14nm
by Ed McKernan on 08-07-2011 at 1:11 pm

Intel will not win the tablet market with any of the various Atom chips rolling out at 32nm, 22nm and even 14nm. They are too late to a game that Apple owns 90% of today and will so in the future. All of these ultra low power atom versions are like the Saturn test rocket developments that preceded the Apollo 11 Moon Landing. They are necessary… Read More


And it’s Intel at 22nm but wait, Samsung slips ahead by 2nm…

And it’s Intel at 22nm but wait, Samsung slips ahead by 2nm…
by Paul McLellan on 07-12-2011 at 12:46 pm

Another announcement of interest, given all the discussion of Intel’s 22nm process around here, is that Samsung (along with ARM, Cadence and Synopsys) announced that they have taped out a 20nm ARM test-chip (using a Synopsys/Cadence flow).

An interesting wrinkle is that at 32nm and 28nm they used a gate-first process but… Read More


Intel Twisting ARM?

Intel Twisting ARM?
by Daniel Nenni on 07-10-2011 at 11:00 am

Intel’s new Tri-Gate technology is causing quite a stir on the stock chat groups. Some have even said if Intel uses its Tri-Gate technology on only Intel processors ARM will be in deep deep trouble. These guys are “Intel Longs” of course and they are battling “Intel Shorts” with cut and paste news clips.

“ARM is in trouble & this
Read More


TSMC Versus Intel: The Race to Semiconductors in 3D!

TSMC Versus Intel: The Race to Semiconductors in 3D!
by Daniel Nenni on 06-26-2011 at 4:00 pm

While Intel is doing victory laps in the race to a 3D transistor (FinFet) @ 22nm, TSMC is in production with 3D IC technology. A 3D IC is a chip in which two or more layers of active electronic components are integrated both vertically and horizontally into a single circuit. The question is which 3D race is more important to the semiconductor… Read More