Intel’s x86 – Foundry Breakup Comes into View

Intel’s x86 – Foundry Breakup Comes into View
by Ed McKernan on 02-21-2013 at 12:46 am

Image RemovedThe 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.… Read More


Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront

Intel’s New Tablet Strategy Brings Ivy Bridge to the Forefront
by Ed McKernan on 12-19-2012 at 11:00 pm

Image RemovedIn 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… Read More


Intel’s Haswell and the Tablet PC Dilemma

Intel’s Haswell and the Tablet PC Dilemma
by Ed McKernan on 09-07-2012 at 12:26 pm

Image RemovedPaul Otellini’s greatest fear in his chase to have Intel win the Smartphone and Tablet space is that he opens the door to significant ASP declines in his current PC business. This is the Innovator’s Dilemma writ large. In 2011, Intel’s PC business (excluding servers) was $36B at an average ASP of $100. Within that model… Read More


How the Apple-Samsung Duel Will Lead to Wintel 2.0

How the Apple-Samsung Duel Will Lead to Wintel 2.0
by Ed McKernan on 08-02-2012 at 11:00 am

Image RemovedThe High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will… Read More


The Coming Battle for AMD’s x86 Hidden Cache

The Coming Battle for AMD’s x86 Hidden Cache
by Ed McKernan on 07-30-2012 at 10:58 am

Image RemovedNot yet a year into Rory Read’s term and the AMD board must be considering that the value of the x86 patents and engineering talent is worth much more than the stocks $3B valuation and easier to fathom putting on the auction block than continuing to sell $25 processors into the back channels of China and the Developing … Read More


Intel Goes Vertical to Guarantee PC Growth

Intel Goes Vertical to Guarantee PC Growth
by Ed McKernan on 07-07-2012 at 8:30 pm

Image RemovedA Bloomberg article from early July caught my eye as it portends further changes in the competitive mobile market landscape. Intel is now in the business of paying Taiwanese panel suppliers to ensure the supply of touch-screen panels for PC ultrabooks. In essence it says that to win in the PC market, Intel has to mimic… Read More


Intel’s finfets too complex and difficult?

Intel’s finfets too complex and difficult?
by Tom Dillinger on 07-07-2012 at 7:00 pm

Image RemovedThanks to SemiWiki readers for the feedback and comments on the previous “Introduction to FinFET Technology” posts – very much appreciated! The next installment on FinFET modeling will be uploaded soon.

In the interim, Dan forwarded the following link to me “ Intel’s FinFETs too complicated and difficult,Read More


Apple Games Qualcomm’s 28nm Supply for Labor Day iPhone 5 Launch

Apple Games Qualcomm’s 28nm Supply for Labor Day iPhone 5 Launch
by Ed McKernan on 05-09-2012 at 11:17 pm

Image RemovedYou can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy … Read More


Intel’s Ivy Bridge Mopping Up Campaign

Intel’s Ivy Bridge Mopping Up Campaign
by Ed McKernan on 04-26-2012 at 9:03 pm

Image RemovedIn every Intel product announcement and PR event, there are hours of behind the scenes meetings to discuss what they should introduce, what are the messages and what are the effects on the marketplace to maximize the impact of the moment. The Ivy Bridge product release speaks volumes of what they want to accomplish … Read More