The 5[SUP]th[/SUP] annual TSMC OIP Forum was last week and thankfully there were no surprises with the exception of how many people asked me who I think will be the next TSMC CEO. Certainly I have no idea but I would be happy to use my incredible powers of deductive reasoning to determine who it will be.
The TSMC Open Innovation Platform®… Read More
Two videos (both short) from Qualcomm. They are both amusing but also have a serious aspect to them. The first one is interesting since it is Qualcomm following in Intel’s footsteps with its “Intel Inside” campaign against AMD to make people care about what processor was in their PC. Until that point probably… Read More
Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More
Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More
Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More
I went to some of the JEDEC mobile conference a couple of weeks ago. The opening keynote was by Richard Wietfeld of Qualcomm called The Need for Speed.
He emphasized that smartphones are really setting the pace these days in all things mobile and internet. Over 1/3 of access is on smartphones now. Over 4/5 of searches on smartphones… Read More
DAC is in Austin this year, as I’m sure you know, and DAC has keynotes by CEOs of two Austin-based companies Freescale Semiconductor and National Instrument. Two more keynotes (one split into two) are focused on mobile, which has become the major driver of semiconductor today. A fifth keynote, including presentation of … Read More
As a calm settles over the mobile market, post the overhyped Samsung Galaxy S4 launch, many analysts are at a loss as to describe a way forward with Apple that is understandable and positive. The dozens of reports that focus on the summer launches of the iPhone 5S and cheap iphone miss the side of the barn on the true strategy being put… Read More
In this previous article, I was suggesting that certain chip makers may take a serious look at a disruptive way to look at Moore’s law, as they may get better ROI, profit and even better revenue. The idea is to select technology node and packaging technique in order to optimize the Price, Performance, Power triptych and manage chip… Read More
At a different time, but certainly within the past 12 months, Paul Otellini was asked if Intel would be a Foundry for Qualcomm. His reply was that it did not leave a good taste in his mouth. Nevertheless it was not rejected and the door that remained open just a crack is likely to swing open for Qualcomm, the premier mobile silicon supplier… Read More
