CNBC Qualcomm and SemiWiki

CNBC Qualcomm and SemiWiki
by Daniel Nenni on 01-18-2019 at 7:00 am

Over the holidays I did an interview with CNBC on the subject of Qualcomm. The producer had read the History of Qualcomm chapter in our book Mobile Unleashed and wanted to base a 15 minute report on it. The interview lasted 90 minutes but of course only snippets of what I said were used. You can see the recorded report by clicking on the… Read More


Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


This is a Different GLOBALFOUNDRIES!

This is a Different GLOBALFOUNDRIES!
by Daniel Nenni on 09-22-2017 at 7:00 am

Image RemovedHaving followed GF since its inception, I agree with CTO Gary Patton, what we are seeing today truly is a different GLOBALFOUNDRIES! Our first GF blog was published on 9/13/2009 and we have done a total of 173 GF related blogs that have collected more than 1.5M views thus far. 72 of those blogs were written by me so I have… Read More


Apple iPhone Super Cycle Update!

Apple iPhone Super Cycle Update!
by Daniel Nenni on 09-01-2017 at 7:00 am

Image RemovedIn 2014 Apple released the iPhone 6 which included the first SoC built on a TSMC (20nm) process. This phone started what many call a “Super Cycle” of people upgrading. According to Apple, they now have more than 1 billion activated devices so this super cycle could be seriously super, absolutely.… Read More


AAPl Vs QCOM Who wins?

AAPl Vs QCOM Who wins?
by Daniel Nenni on 01-26-2017 at 7:00 am

Image RemovedThings just got interesting in the iPhone supply chain with the $1B AAPL Vs QCOM legal action filed this week. For the life of me I could not understand why Apple second sourced the normally QCOM modem in the iPhone 7. It caused quite a stir in the technical community but we could only surmise that it was a price issue on the… Read More


Apple will NEVER use Intel Custom Foundry!

Apple will NEVER use Intel Custom Foundry!
by Daniel Nenni on 08-27-2016 at 7:00 am

Image RemovedThe media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.

“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMCRead More


Qualcomm is Back on Top of the SoC World!

Qualcomm is Back on Top of the SoC World!
by Daniel Nenni on 08-13-2016 at 7:00 am

In 2015 Qualcomm stunned the fabless semiconductor world with an unprecedented layoff. When I first heard about it the number was 5% but it kept growing and finally hit 15%. The big misstep here was, that after being the SoC leader starting in 2007 with the Snapdragon series of chips that powered the Smartphone revolution, QCOM did… Read More


Is the Intel Cash Cow in Danger?

Is the Intel Cash Cow in Danger?
by Daniel Nenni on 06-14-2016 at 4:00 pm

Image RemovedThere was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30%… Read More


Qualcomm’s New X16 LTE Modem Delivers Gigabit LTE And A Scalable Architecture

Qualcomm’s New X16 LTE Modem Delivers Gigabit LTE And A Scalable Architecture
by Patrick Moorhead on 05-01-2016 at 7:00 am

Image RemovedQualcomm has been the global unit and revenue market share leader for years in modem technologies used in smartphones, tablets, PCs and IoT (Internet of Things). One of the reasons they have maintained this lead for so long is that they are typically first to market with new generations of modems. Today at their investor… Read More


Qualcomm Rounds Out IoT Offerings

Qualcomm Rounds Out IoT Offerings
by Patrick Moorhead on 03-22-2016 at 7:00 am

Image RemovedLots of chip companies like ARM Holdings, Intel, NVIDIA and Qualcomm are spending time and effort to find a place for themselves in the IoT market because they, like I, believe in a gigantic, future market. Some companies are focusing on wearables and drones while others are looking to automotive and smart home. Qualcomm… Read More