Intel Benchmark Hoax!

Intel Benchmark Hoax!
by Daniel Nenni on 07-14-2013 at 7:00 pm

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


The Semiconductor IDM Business Model is Dead!

The Semiconductor IDM Business Model is Dead!
by Daniel Nenni on 07-10-2013 at 7:00 pm


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


Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China

Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
by Eric Esteve on 07-01-2013 at 9:21 am

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


The Future of Mobile Semiconductor Devices

The Future of Mobile Semiconductor Devices
by Daniel Nenni on 06-30-2013 at 5:00 pm


During my trip to Taiwan I hopped on over to Hong Kong for a speaking engagement. One of the things I do as an “Internationally Recognized Industry Expert” is help the financial world understand the semiconductor landscape as it pertains to SoCs and mobile devices. Usually I do this over the phone or in writing but I prefer to do it in… Read More


Taiwan Semiconductor Tries To Pull A FinFAST One!

Taiwan Semiconductor Tries To Pull A FinFAST One!
by Daniel Nenni on 06-16-2013 at 7:00 pm


This completely misleading title is from a Seeking Alpha (SA) article, a stock investment version of the National Enquirer. As I mentioned inA Call to ARMs, fame and fortune seeking SA Authors make a penny per click so sensationalism sells. The article is not worth your time so I will save you the click and skip to the misguided conclusion:… Read More


Intel Plays to the 4 Horsemen of the Mobile Software World

Intel Plays to the 4 Horsemen of the Mobile Software World
by Ed McKernan on 06-13-2013 at 1:00 am

Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More


…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung

…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung
by Ed McKernan on 06-09-2013 at 10:00 pm

While eyes remain fixated on the architectural battle between Intel and ARM, a second front is soon about to open up that will determine mobile supremacy for the rest of the decade. Whereas yesterday’s story on the collapse of Wintel and the anointing of Google and Samsung are repeated endlessly, now tables are being set for a significant… Read More


GPU vs. FPGA

GPU vs. FPGA
by Luke Miller on 06-09-2013 at 9:00 pm

I just don’t understand it? My kids love surprises but I have yet to find management that does, go figure but boy during a review they can really spring them on ya! What surprises me is the absurdness of my title, GPU vs. FPGA. FPGAs are not GPUs and likewise but none the less there is the push to make a fit where nature does not allow. I liken… Read More


Reshoring Semiconductor Manufacturing

Reshoring Semiconductor Manufacturing
by Paul McLellan on 06-06-2013 at 5:29 pm

So where in the world do you think semiconductor manufacturing is increasing the fastest? OK, Taiwan, that was pretty easy. But in second place, with over 20% of the world’s semiconductor equipment capital investment is the US. Growing faster than Europe, China, Japan and equal with Korea.

This was not the case half a dozen… Read More


The Return of the "Moore Noyce" Company

The Return of the "Moore Noyce" Company
by Ed McKernan on 06-04-2013 at 7:00 pm

It has been a little over a fortnight since Paul Otellini officially stepped down from the CEO post and yet it seems to be more than a long time gone. Unlike his predecessors, he was not asked to remain on the board and perhaps it is a sign that his complete disengagement from the company was necessary to complete a future strategic engagement.… Read More