Four years ago, a VC friend of mine was invited to a get together with a prominent Hedge Fund Manager from the Midwest. The meeting was an arrangement between fellow Harvard Grads. The Fund Manager was looking to make investments in the valley, to diversify away from his heavily weighted financial positions. Though, not recognized… Read More
This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:
The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (TSM) only two to three quarters after TSM introduced… Read More
The world semiconductor market declined 2.2% in 1Q 2012 from 4Q 2011, according to WSTS. The market ended 2011 on a down slide, with 4Q 2011 down 7.7% from 3Q 2011. The year 2011 semiconductor market was up only 0.4%.
Three major events contributed to the weakness in 2011:
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You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones… Read More
First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More
The second day (more like a half-day) of EDPS was devoted to 3D ICs. There was a lot of information, too much to summarize in a few hundred words. The keynote was by Riko Radojcic of Qualcomm, who has been a sort of one-man-band attempting to drive the EDA and manufacturing industries towards 3D. Of course it helps if you don’t … Read More
If I say “graphics chip”, most techies will say NVIDIA or AMD. But in the new post-PC world , neither of these players holds the key to the future. One that does is a little company making 43 cents on every latest version iPad and iPhone. Another is designing their own approach. Should you care what graphics is in your phone?… Read More
I first met Betty Pokerwinski of Qualcomm at LinkedIn in the group called IC Layout Designers. I post frequently on LinkedIn and a blog article on an EDA tool called Visual Design Diff from ClioSoft created quite a discussion, enough so that I contacted Betty to learn more about her IC layout group at Qualcomm.
Questions and Answers… Read More
Sometime early in 2013, Intel will tape out its first production chip for 14nm and it won’t be an x86 processor. It’s neither necessary nor prudent to lead with a new x86 processor when the one missing element that the mobile market desperately needs is nowhere to be found: an ultra low power 4G LTE chip that fits under the battery… Read More
Holman Jenkins, the distinguished writer of business trends for the Wall St. Journal, recently penned an article entitled “The End of Apple’s Roach Motel?” (Personally, I think that since Apple is in California, he should have used Hotel California in his title), questioning the iPhone and iPAD maker of its ability to continue… Read More
