Huawei and Intel Redrawing the New Mobile Playing Field

Huawei and Intel Redrawing the New Mobile Playing Field
by Ed McKernan on 02-28-2012 at 7:22 pm

This time is differentis a book that was released just months before the financial crises in 2008 describing hundreds of historical cases where smart people ended up making disastrous decisions over the span of 800 years that led to government defaults, banking panics etc… In the semiconductor industry, we also tend to think this… Read More


Does 14nm magically put Intel back on the lead smartphone lap?

Does 14nm magically put Intel back on the lead smartphone lap?
by Don Dingee on 02-27-2012 at 2:15 pm

I’ve often wanted to publish a book with nothing but photos of police cars, so that people wouldn’t have to slow down and gawk at them when they have someone pulled over on the side of the freeway. Intel roadmaps seem to have the same effect on people. No matter what is on them, even if there’s nothing really new, they… Read More


Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments

Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments
by Ed McKernan on 02-13-2012 at 3:43 pm

The Corporate PC may finally be on life supports and with it the purveyors of the hardware and software solutions as consumer adoption of new technology outpaces the carefully planned IT budgets that guarantee positive 3 year Returns on Investments (ROI). The Apple of the consumer’s eye will soon feast on the iPAD 3 with its retina… Read More


21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley

21st Century Moore’s Law Providing Unforeseen Boost to Silicon Valley
by Ed McKernan on 01-30-2012 at 10:00 pm

It has been a great conundrum to many of the 20[SUP]th[/SUP] century trained economists and Harvard’s Kennedy School of Government folks as to why a government led massive spending spree and Ben Bernanke’s non-stop printing presses can’t at least engender a mediocre economic recovery.

I blame 21st century Moore’s Law!

Today’s… Read More


Apple’s Blowout Earnings: Welcome to 2012!

Apple’s Blowout Earnings: Welcome to 2012!
by Ed McKernan on 01-24-2012 at 11:00 pm

Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More


Intel Aims for the Upper, Upper Decks

Intel Aims for the Upper, Upper Decks
by Ed McKernan on 01-20-2012 at 3:07 pm

Since the introduction of Apple’s iPhone and then the follow on iPAD, it has been Wall Streets frame of reference that Intel would be playing defense as the PC market slid into oblivion and therefore a Terminal Value should be placed on the company. Intel’s Q4 2011 earnings conference call provided a nice jolt to the analysts as Paul… Read More


The Qualcomm PUT and The FABulous Year Ahead

The Qualcomm PUT and The FABulous Year Ahead
by Ed McKernan on 01-19-2012 at 5:14 pm

Humor can arise in surprising ways and yet still be disguised to many. As I was researching Qualcomm the other day, I came upon the transcript of their last quarterly earnings and I had to laugh. In the midst of last summer’s European crises, when the Club Med (Greece, Italy, Spain and Portugal) Sovereign Debt was trying to be rolled… Read More


What products shown at CES will drive electronics and semiconductor growth in 2012?

What products shown at CES will drive electronics and semiconductor growth in 2012?
by Bill Jewell on 01-17-2012 at 11:20 am

The International Consumer Electronics Show (CES) last week in Las Vegas, Nevada was the largest in history, with over 3,100 exhibitors and over 153,000 attendees – over 20% international. Hopefully this was a good sign of a solid recovery in the electronics and semiconductor industries. The major Japanese and Korean consumerRead More


ARM vs Intel? Just look at ARM Top Customer in 2010!

ARM vs Intel? Just look at ARM Top Customer in 2010!
by Eric Esteve on 01-16-2012 at 3:47 am

Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More