The announcement by Intel during their January earnings call that they were going to hike Capex in 2013 over 2012 left many folks scrambling as to the reasons and the what-the hecks? Here was a company that was exiting 2012 with 50% utilization of their advanced 22nm process and yet signaling more building was to come. Furthermore,… Read More
The wreckage that is Apple’s stock is a surprise to many including yours truly but it appears to mark the beginnings of a transition period that will result in freeing the company from the demands of Wall St as it appeals to the broader population of mainsteam America. I call it the Ma Bell Strategy. Unlike Microsoft or Intel, Apple … Read More
The most interesting session at the Linley Tech Data Center Conference last week was the last one, on Designing Power Efficient Servers. What this was really about was whether ARM would have any success in the server market and what Intel’s response might be.
Datacenters are now very focused on power efficiency and many track… Read More
The Linley Group’s Microprocessor conference in Spring is focused on Datacenters now that cloud computing and massive internal datacenters has made them so important. The conference is on February 5th and 6th. It is free to qualified people such as network equipment vendors, network service providers and so on (which … Read More
I came across an interesting white-paper from ST Ericsson on two topics: multi-processors in mobile platforms and FD-SOI. FD-SOI is the ST Microelectronics alternative to FinFETs for 20nm and below. It stands for Fully-Depeleted Silicon-on-Insulator. But I’m going to save that part of the white-paper for another blog… Read More
“It’s not like we started it,” said Larry. “After all the idea of going Thermonuclear was first broached by Steve to Eric at their outdoor café meeting in Palo Alto way back in 2010. We’re just following by example and as Steve was wont to quote Picasso; “good artist copy, great artist steal” so why not go Thermonuclear with our Android… Read More
Time to pack up for the 2013 Consumer Electronics Show in Las Vegas, I will be driving down with my beautiful wife Shushana because she does not like to fly. The drive takes the better part of a day so we will leave early and see the sunrise over the desert. She is great company, the time will fly by. We will be 2 of the more than 150,000 people… Read More
I didn’t attend the International Electronic Device Meeting (IEDM) earlier this month, but there have been a lot of reports on the inter webs especially about 20nm and 14nm processes. Some of this is really geeky stuff but I think that perhaps the most interesting thing I’ve read about is summarized in this chart:
This… Read More
In an article published this week in microprocessor report and highlighted in Barron’s, Linley Gwennap makes the argument that Intel should stay the course and fix the PC instead of trying to offset its declines with sales into the Smartphone and Tablet space. He cites that lower PC sales growth was due to a dramatic slowdown in processor… Read More
Short news came during last week-end and Linkedin was the most efficient media to learn that NVELO has been acquired. Probably very few people out of the SSD ecosystem knew about NVELO. Based in Santa Clara, the company was a spin off from Denali, privately owned and if you look at the top management, you will recognize a few name, like… Read More
