Is Intel in trouble? Since it is the #1 semiconductor company and, shipping 22nm in Q4 this year with 14nm in 2013, it is two process generations ahead of everyone else it is hard to see why it would be. Intel, of course, continues to dominate the market for chips for notebooks, desktops and servers. But therein lies the problem. Pads… Read More
This blog was posted 10 months ago, and the comments have made it much more interesting! Don’t miss the various comments at the back. Also feel free to let us know if you think the status, in this ARM vs Intel “war” has changed a lot since March 2011. Do you really think Intel has catch up with ARM in the mobile industry?… Read More
I purchased two Toyotas last year and both have since been recalled. Why has Toyota spent $1B+ on recalls in recent years? Same reason why it will cost Intel $700M (which does not include reputation damage) to recall Sandy Bridge chip sets, because someone did not do their job! The WHAT has been discussed, lets talk about HOW it happened.… Read More
Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.
In the United States: unemployment claims are up, home sales are down without… Read More
