-Intel good results had a little extra help to be great
-New CEO commits to remaining an IDM versus fabless
-Claims of strong progress on 7NM fuel optimism inside
-Outsourcing to TSMC will not go away but will increase
A good quarter but with some silicon enhancements from ICAP
Intel reported Revenues of $20B and EPS of $1.52, which… Read More
In the 155 years since James Clerk Maxwell introduced the world to Maxwell’s Equations in the “Dynamic Theory of the Electromagnetic Field” there have been some amazing breakthroughs and avenues of insight. As a young electrical engineering student, we are introduced to the set of equations describing electromagnetic waves,… Read More
Understanding Intel’s future means understanding Intel’s past
Yes, there are two paths you can go by, but in the long run. There’s still time to change the road you’re on.
Intel is at a crossroad. The road they have been on since inception, and the road that has differentiated them from the rest of the pack… Read More
Dan and Mike are joined by Dr. Walden Rhines for a scenic tour of Moore’s Law. The genesis and evolution of Moore’s Law are discussed, along with the fundamental processes that have driven it. How the technology world continues to grow and innovate in spite of a slowing of Moore’s Law is a central theme of the discussion.… Read More
Electronics design mega-trends have been a transformational force for the world. As shown in blue in Figure 1, the first wave of electronics consisted of centralized computing and the leaders in the field included companies such as IBM, Digital Equipment Corporation (DEC), Wang, and others. Fundamentally, these technologies… Read More
Today is SemiWiki’s 10th anniversary so an extra special Happy New Year to all! It has been an exciting 10 year adventure for sure and I hope it can continue for another 10 years, absolutely.
2020 brought in a record amount of content, readers and members. Our readership grew 70% YoY in 2020 according to Google Analytics which is a big… Read More
Building a quantum internet is a key ambition for many countries around the world, such a breakthrough will give them competitive advantage in a promising disruptive technology, and opens a new world of innovations and unlimited possibilities.
Recently the US Department of Energy (DoE) published the first blueprint of its… Read More
At the recent TSMC OIP Ecosystem Forum and Technology virtual events, TSMC re-affirmed their previous prediction that 5G is going to be a multi-year silicon mega-trend with the biggest drivers being the ramp up of 5G handsets, supporting infrastructure and the continued growth of high performance computing (HPC).
We all want… Read More
No-one likes being put on the spot and yet we all like a forecast…and as we all know, the only guarantee with a forecast is that it is wrong. Sports commentators have carved out a special niche for themselves with the ‘commentators curse’, just as they extol the virtues of an individual or a team, the sporting gods prove them wrong in … Read More
Last week, Intel announced its second-quarter financial results which easily beat the analysts’ consensus expectations by a handsome margin. Yet the stock price plummeted by over 16% right after the earnings call with management. Seven analysts downgraded the stock to a sell and the common theme on all the downgrades was that… Read More