Tracking the Big Semiconductor Story of 2012

Tracking the Big Semiconductor Story of 2012
by Ed McKernan on 01-06-2012 at 3:56 pm

It’s just a matter of time – perhaps just a few months – before the greatest mystery of the semiconductor industry is revealed and the peaceful co-existence of the Fab vs Fabless world is blown apart. An arms race was started by Intel to challenge TSMC and Samsung on who would control not only the high valued processor but soon… Read More


Micron Races to Its Future

Micron Races to Its Future
by Ed McKernan on 12-31-2011 at 2:01 pm

Perhaps no semiconductor company took it on the chin harder the last half of 2011 than Micron. And yet, perhaps no company was racing as hard as Micron to make a radical changeover. Micron is considered a bell weather on the overall health of the semiconductor industry given that DRAM, NAND and NOR Flash are used in some combination… Read More


T’is the season for…semiconductor forecasts

T’is the season for…semiconductor forecasts
by Paul McLellan on 12-20-2011 at 3:10 pm

T’is the season to be jolly…and to predict the next year’s semiconductor market.

KPMG does a regular survey of senior executives in semiconductor companies to get their outlook on the year ahead. The message this year is mixed. 41% of executives expected their business to grow by more than 5% next year, which sounds not too bad until… Read More


Why AMD is Up Q4, While Intel is Down

Why AMD is Up Q4, While Intel is Down
by Ed McKernan on 12-19-2011 at 5:45 pm

Immediately following Intel’s announcement that they expected Q4 revenue to come up short by $1B, Rory Read the new CEO of AMD, countered that they were on track to meet their original guidance (see article). Furthermore, “In 1Q and 2Q, maybe you see some manifestations, but I wouldn’t bet against the supply chain,”… Read More


Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?

Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?
by Ed McKernan on 12-16-2011 at 5:12 pm

Memo to Self: When all else fails, return to the Smartphone Market!

The announcement by Intel earlier this week that they would come up short this quarter is a reminder that it is not growth, but very high growth that covers a Multitude of Economic Sins (many which are unforeseen). The semiconductor industry has had to endure three… Read More


Intel Proves Last Year’s Conventional Wisdom Wrong

Intel Proves Last Year’s Conventional Wisdom Wrong
by Ed McKernan on 12-11-2011 at 7:00 pm

Back in the 1990’s, Richard Branson, the legendary Entrepreneur and investor was asked how to become a millionaire, and he allegedly responded, “There’s really nothing to it. Start as a billionaire and then buy an airline.” I think the same principle can be applied to a large part of the Semiconductor… Read More


Microsoft’s New Tablet Strategy: Here, There and Everywhere

Microsoft’s New Tablet Strategy: Here, There and Everywhere
by Ed McKernan on 12-03-2011 at 10:33 am

As mentioned in a previous post, Microsoft has started to come clean on its software strategy as it relates to Windows 8 for PCs and Tablets. The strategy has been changing quite rapidly since their first admission in September. Essentially the Windows 8 O/S will be forked based on whether the mobile device is operating on an x86 or… Read More


Will Amazon’s Kindle Fire Force x86 Processors To Revisit the 1980s?

Will Amazon’s Kindle Fire Force x86 Processors To Revisit the 1980s?
by Ed McKernan on 11-29-2011 at 12:07 am

What if Amazon’s new Kindle Fire, priced at $199 and using a sub $10 TI processor, has effectively started the ball rolling towards forcing Intel and AMD to building a Very Low Cost (perhaps even <$10) x86 mobile processor? A recent article entitled “Amazon’s Risky Strategy” explores the ramifications of Amazon selling Kindle… Read More


Did Apple Influence AMD’s TSMC Foundry Switch?

Did Apple Influence AMD’s TSMC Foundry Switch?
by Ed McKernan on 11-27-2011 at 7:00 pm

During the weekend, I read two articles that highlighted Apple’s LCD supply chain build out and started to think of how this would look if Apple were to do the same on the x86 side of the ledger. The two articles, one related to Hitachi and Sony building a new 4” LCD for iphones and a more extensive one on Sharp building a new LCD for the iPAD3… Read More


AMD’s Crossing of the Chasm

AMD’s Crossing of the Chasm
by Ed McKernan on 11-24-2011 at 6:00 am

When AMD announced its cutbacks recently many people were left wondering why they were so deep given the strong financial performance in Q3 and the guidance for an up Q4. It couldn’t have been related to the Thailand floods that could have been at most a one-quarter squeeze expected in Q1. Now it is apparent from reports that AMD’s … Read More