I just came across and interesting video from last year’s Hot Chips conference. Dr. Robert Colwell of DARPA discusses how the processor design industry is likely to change after it becomes too difficult to continue scaling transistors to ever-smaller dimensions. This is likely to occur sometime within the next decade,… Read More
Tag: moore’s law
Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC
I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More
Apple: "It’s The Sales Channel, Stupid!"
Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More
Intel Is Continuing to Scale While Others Pause
Back in May, William Holt, EVP of technology and manufacturing at Intel gave a presentation to analysts entitled Advancing Moore’s Law, Imperatives and Opportunity. A pdf of the presentation is available here. I just saw it for the first time today and I’m not sure how to get my head around it. It starts off with a lot … Read More
GSA Silicon Summit: More than Moore
The theme of this year’s GSA Silicon Summit is More than Moore. This has become a sort of catchall phrase for technologies other than simply moving to the next process node. The summit is on April 18th at the computer history museum (1401 Shoreline Blvd). Registration takes place at 9am and the actual sessions start at 9.45am.… Read More
Moore and Beyond: Global Semiconductor Primer
There are a couple of new analyst reports out that are interesting enough to blog about. I talk to the financial types on the phone every week or so explaining the semiconductor business and answering questions about the foundries and the top fabless companies. We don’t always agree on the outlook but there is always something to … Read More
Could “Less than Moore” be better to support Mobile segment explosion?
If you take a look at the explosion of the Mobile segment, linked with the fantastic world-wide adoption of smartphone and media tablet, you clearly see that the SC industry evolution during –at least- the next five years will be intimately correlated with the mobile segments. Not really a surprise, but the question I would like … Read More
A Brief History of Moore’s Law
I recently read a news article where the author referred to Moore’s Law as a ‘Law of Science discovered by an Intel engineer’. Readers of SemiWiki would call that Dilbertesque. Gordon Moore was Director of R&D at Fairchild Semiconductor in 1965 when he published his now-famous paper on integrated electronic… Read More
The Generational Legacy of Steve Jobs
Truly great leaders are recognized by the impact they leave several generations down the road. Roosevelt and Churchill are two historical figures who together saved Western Civilization, thus leaving a tremendous legacy even now, two generations later. In the semiconductor world we mark our generations in the two-year cadence… Read More
The Future of Lithography and the End of Moore’s Law!
Thisblog with a chart showing that the cost of given functionality on a chip is no longer going to fall is, I think, one of the most-read I’ve ever written on Semiwiki. It is actually derived from data nVidia presented about TSMC, so at some level perhaps it is two alpha males circling each other preparing for a fight. Or, in this… Read More