When the name synonymous with personal computer graphics decided to turn their engineering talent toward the mobile business, heads turned. NVIDIA has rather quickly gained a foothold in tablets by squeezing four high performance processing cores, twelve graphics cores, and more onto a Tegra 3.… Read More
In 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 over the coming… Read More
Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion… Read More
If I say “graphics chip”, most techies will say NVIDIA or AMD. But in the new post-PC world , neither of these players holds the key to the future. One that does is a little company making 43 cents on every latest version iPad and iPhone. Another is designing their own approach. Should you care what graphics is in your phone?… Read More
As I mentioned in my previous blog “NVIDIA Claims TSMC 20nm will not Scale?” Jen-Hsun Huang is a very entertaining guy. I always listen to the NVIDIA conference calls because you never know what he will say next. Clearly he is a smart guy so you have to ask yourself why all the rhetoric?
In the Forbes article NVIDIA: Intel should let us… Read More
Interesting article from Joel Hruska on ExtremeTech: Nvidia deeply unhappy with TSMC, claims 22nm essentially worthless . The title is a bit dramatic (poetic license) but the charts are accurate to the degree that 20nm costs will be significantly higher from the start and will continue to be higher throughout production and maturity.… Read More
Holman Jenkins, the distinguished writer of business trends for the Wall St. Journal, recently penned an article entitled “The End of Apple’s Roach Motel?” (Personally, I think that since Apple is in California, he should have used Hotel California in his title), questioning the iPhone and iPAD maker of its ability to continue… Read More
After the introduction of the NEWiPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation… Read More
With the introduction of the “New iPAD”, we now have the 2012 benchmark for the tablet market, including the offerings that will come from Amazon later in the year. As has been noted earlier, with each new mobile product iteration Apple unmoors itself from the PC foundations of Microsoft, Intel and even nVidia and AMD. At the unveiling… Read More
This time is differentis a book that was released just months before the financial crises in 2008 describing hundreds of historical cases where smart people ended up making disastrous decisions over the span of 800 years that led to government defaults, banking panics etc… In the semiconductor industry, we also tend to think this… Read More
