Intel,  Motorola, and the IBM PC

Intel,  Motorola, and the IBM PC
by John East on 08-05-2019 at 6:00 am

Image RemovedWikipedia  …   “In chaos theory, the butterfly effect is the sensitive dependence on initial conditions in which a small change in one state of a non-linear system can result in large differences in a later state”.  In other words, a butterfly bats its wings in Argentina and the path of an immense tornado in Oklahoma… Read More


How Apple Became a Force in the Semiconductor Industry

How Apple Became a Force in the Semiconductor Industry
by Daniel Nenni on 02-05-2019 at 7:00 am

From our book “Mobile Unleashed”, this is the semiconductor history of Apple computer:

Observed in hindsight after the iPhone, the distant struggles of Apple in 1997 seem strange, almost hard to fathom. Had it not been for the shrewd investment in ARM, Apple may have lacked the cash needed to survive its crisis. However,… Read More


Will Broadcom become a Chipzilla or is the deal DOA?

Will Broadcom become a Chipzilla or is the deal DOA?
by Robert Maire on 11-11-2017 at 6:00 am

The Broadcom bid for Qualcomm is the biggest, boldest semiconductor deal to date. Just when we thought semi M&A was cooling off, this deal is a years worth of deals rolled into one. Not only does this deal upset the current balance between chip suppliers and customers, it would create a giant entity smack in the middle of IOT, AI,… Read More


Intel Alternative Facts!

Intel Alternative Facts!
by Robert Maire on 02-09-2017 at 12:00 pm

Image RemovedBrian Krzanich, CEO of Intel, announced a $7B investment in Fab 42 in Arizona in the oval office, next to Trump as evidence of a positive reaction to Trump’s new policies.

Alternative fact;
Paul Otellini, then Intel’s CEO, made a similar promise about Fab 42 in the company of Obama in 2011, during a visit… Read More


Intel’s Tale of Two Cities

Intel’s Tale of Two Cities
by Ed McKernan on 11-27-2013 at 11:00 pm

Image RemovedIt was a year ago that Paul Otellini made his surprise announcement that he was stepping down as CEO of Intel. Soon after, I wrote an article asserting that the only correct choice for his replacement was Nvidia’s CEO Jen Hsun Huang. I went beck to reread what I wroteand I can scarcely say I would change anything I put in Read More


The Return of the "Moore Noyce" Company

The Return of the "Moore Noyce" Company
by Ed McKernan on 06-04-2013 at 7:00 pm

Image RemovedIt has been a little over a fortnight since Paul Otellini officially stepped down from the CEO post and yet it seems to be more than a long time gone. Unlike his predecessors, he was not asked to remain on the board and perhaps it is a sign that his complete disengagement from the company was necessary to complete a future… Read More


The New "Mobile Foundry" Era: Whose Wheelhouse?

The New "Mobile Foundry" Era: Whose Wheelhouse?
by Ed McKernan on 02-25-2013 at 1:12 pm

Image RemovedNothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now… Read More


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


Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?

Will Andy Grove Save Intel By Recruiting Jen Hsun Huang?
by Ed McKernan on 11-26-2012 at 10:00 pm

Image RemovedIntel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors.… Read More


Andy Bryant Will Now Lead Intel Into The Foundry Era

Andy Bryant Will Now Lead Intel Into The Foundry Era
by Ed McKernan on 11-19-2012 at 12:30 pm

Image RemovedThe announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive… Read More