NPR had an interesting guest this morning: Edward Luce, author of “Time to Start Thinking: America in the Age of Descent”. I’m not about to turn SemiWiki into a politics blog, but there is some precedent in the technology business. I’ve caught myself saying more than once recently that “Motorola is no longer the company I worked 14… Read More
Tag: qcom
Qualcomm goes in Data Center thanks to Google
The Server SoC at the heart of Data Center almost don’t care about power consumption, at the opposite of Application Processors for smartphone. If you design a server multi-core SoC, you target the highest performance, in fact a combination of high frequency and lowest possible latency, and try to pack as many CPU core and embedded… Read More
What’s The Significance Of Applied Micro’s X-Gene 3 And X-Tend Interconnect?
The void left by the Advanced Micro Devices X86 server chip “sabbatical” five years ago created a massive opportunity in the server SoC space. It had to be filled with something and that something has primarily been Intel and then ARM-based server chips. ARM Holdings -based servers have been in development for years now and the ecosystem… Read More
Will the Snapdragon 820 Overheat?
So, I happened to read an article today about overheating issues on the snapdragon 820 from rather flaky sources. To guess the answer to this question, one has to understand the snapdragon 810 “heat-gate” and the sequence of events that led to it.… Read More
SoC and Foundry Update 2H 2015!
Rarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight up and what do I see? STARS!… Read More
Qualcomm versus Samsung?
There is an interesting reality show playing in the media featuring Qualcomm and Samsung with supporting actors TSMC, LG, Xaomi, and Apple. As I’m sure we all have read, Samsung is losing massive amounts of money on mobile which was once a very profitable business unit. Let’s take a look at the current landscape and some of the recent… Read More
A Closer Look at the QCOM $40M Investment in China!
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
TSMC (TSM) is Having Another SoC Year!
TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More
The Changing Semiconductor Foundry Landscape!
The foundry landscape is changing again and it is definitely something that should be discussed. There are some people, mostly influenced by Intel, that feel the foundry business has hit the wall at 20nm which couldn’t be further from the truth. After spending 30 years working in Silicon Valley, I have experienced a lot of change… Read More
International CES: Day Two
Monday, January 6, 2014.Press conference day at International CES, starting with LG at 8 am and finishing with Sony at 5 pm. Some of the most interesting presentations (I will not overuse the word “cool” today) were:
Izon, LLC introduced a glasses-free 3D TV. They demonstrated on a 24 inch screen playing the latest … Read More