The announcement that Steve Ballmer will step down from Microsoft within the next 12 months and just weeks after kicking off a vast re-org focused on mobile devices can only mean that the future is coming much faster than Bill Gates or Steve Ballmer had ever expected and that without a radical adoption of hardware everywhere, it will… Read More
The presentations from the 450mm sessions at SEMICON West are up now. After talking to equipment manufacturers and the foundries I’m fairly confident 450mm wafers will be under our Christmas trees in 2016, absolutely. TSMC just increased CAPEX again and you can be sure 450mm is part of it. SEMI has a 450mm Central landing page HERE… Read More
Back in May, William Holt, EVP of technology and manufacturing at Intel gave a presentation to analysts entitled Advancing Moore’s Law, Imperatives and Opportunity. A pdf of the presentation is available here. I just saw it for the first time today and I’m not sure how to get my head around it. It starts off with a lot … Read More
There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More
In the world of Tech Goliaths, the seemingly low tech, not for profit Amazon continues to amaze investors with a high and rising stock price. More so than Google, Amazon is considered to have retail all wrapped up with the end game being sky-high warehouses and continuous truck rolls up and down our scenic neighborhoods. Walmart … Read More
TSMC announced their Q2 financial results yesterday. Revenue was $5.2B (at the high end of guidance) with net income of $1.6B. This is up 17.4% on Q1 and up 21.6% year-to-year. Gross margin is up too, at 49% which is up 3.2 points on Q1 and 0.3 points year-to-year. As usual the financial results are not directly that interesting since… Read More
Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More
To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More
While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More
Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More
