The Corporate PC may finally be on life supports and with it the purveyors of the hardware and software solutions as consumer adoption of new technology outpaces the carefully planned IT budgets that guarantee positive 3 year Returns on Investments (ROI). The Apple of the consumer’s eye will soon feast on the iPAD 3 with its retina… Read More
Tag: nvidia
The Innovator’s Dilemma Dagger Aimed at AMD and nVidia’s Heart
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More
Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?
Memo to Self: When all else fails, return to the Smartphone Market!
The announcement by Intel earlier this week that they would come up short this quarter is a reminder that it is not growth, but very high growth that covers a Multitude of Economic Sins (many which are unforeseen). The semiconductor industry has had to endure three… Read More
Intel Proves Last Year’s Conventional Wisdom Wrong
Back in the 1990’s, Richard Branson, the legendary Entrepreneur and investor was asked how to become a millionaire, and he allegedly responded, “There’s really nothing to it. Start as a billionaire and then buy an airline.” I think the same principle can be applied to a large part of the Semiconductor… Read More
Nvidia’s Chris Malachowsky on "Watt’s next"
The video and slides of the CEDA lunch from a month or two ago are now (finally) up here. Chris Malachowsky presented “Watt’s next.” Chris is one of the founders of nVidia and is currently its senior VP of research. He started by talking a bit about the nVidia product line but moved on to talking about supercomputers… Read More
Will Amazon’s Kindle Fire Force x86 Processors To Revisit the 1980s?
What if Amazon’s new Kindle Fire, priced at $199 and using a sub $10 TI processor, has effectively started the ball rolling towards forcing Intel and AMD to building a Very Low Cost (perhaps even <$10) x86 mobile processor? A recent article entitled “Amazon’s Risky Strategy” explores the ramifications of Amazon selling Kindle… Read More
AMD’s Crossing of the Chasm
When AMD announced its cutbacks recently many people were left wondering why they were so deep given the strong financial performance in Q3 and the guidance for an up Q4. It couldn’t have been related to the Thailand floods that could have been at most a one-quarter squeeze expected in Q1. Now it is apparent from reports that AMD’s … Read More
Media Tablet & Smartphones to generate $6 Billion market in… power management IC segment by 2012, says IPnest
With worldwide annual media tablet shipments forecast changing –growing- almost every quarter, the latest from ABI research calling for shipment to approach 100 million units in 2012 and passing 150 million in 2014, with the same kind of forecast for smartphone passing 400 million units this year (438 million) and approaching… Read More
Jen Hsun Huang’s Game Over Strategy for Windows 8!
It is always a treat to listen to the nVidia earnings conference call as Jen Hsun Huang offers his take on the industry as well as a peek at his company’s future plans. Invariably a Wall St. analyst will ask about Windows 8 and Project Denver – the code name for the ARM based processor designed to run Windows 8 with great graphics performance… Read More
Semiconductor Power Consumption and Fingertop Computing!
Can semiconductor devices change the temperature of the earth? The heat from my Dell XPS changes the temperature of my lap! A 63” flat screen TV changes the temperature of my living room. I just purchased six of the latest iPhones for my family (under duress) and signed up for another two years with Verizon, so our carbon footprint … Read More