Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies… Read More
Tag: samsung
Mobile: China Rising
The mobile numbers for Q1 are now published. At #1 as always is Samsung, who shipped 86M phones for 30% market share. At #2, with almost half as much volume, is Apple who shipped 44M phones. Round here in silicon valley pretty much everyone has either a Samsung Galaxy or an iPhone so you don’t get any sense of who the other major … Read More
TSMC vs Intel vs Samsung FinFETs
By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class … Read More
Apple is Roaring Back!
Mind you, this post is being written by the same guy who wrote8 Reasons Why I Hate My iPhone 5. I’ve been living with the Samsung S4 for about a year, and am ready to return to the Apple fold. It’s partially that too many, or perhaps the wrong apps running on my phone cause big problems. This manifests itself anywhere from … Read More
Samsung Voice of the Body
I just back from Samsung’s big announcement held at the SFJazz center (very conveniently 15 minutes walk from my place). They put a stake in the ground about their program at the intersection of medicine and health and technology. They had said in advance that they would not announce any new hardware but in fact they did…although… Read More
RedHawk Excels – Customers Endorse
Since a few years, I have been following up Ansys Apachetools for semiconductor design, verification and sign-off. RedHawk is the most prominent platform of tools from Ansys, specifically for Power, Noise and Reliability Sign-off. It has witnessed many open endorsements from several of Ansyscustomers through open presentations,… Read More
Motley Fools Intel Investors Again!
It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
Can Intel be a Leading Semiconductor Foundry?
This is the third part of a series answering the most frequently asked questions I get from Wall Street. Please read the previous two articles on Intel’s Manufacturing Lead and Intel’s SoC Challenge before flaming me in the comment section. First let’s look at why there is a foundry business and go from there.
The big… Read More
Intel’s Manufacturing Lead Explained
The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More
STM FD-SOI Manufacturing Double Source: Samsung
Let’s start with apologies: when guessing that SMIC would be the 2[SUP]nd[/SUP] source foundry for ST-Microelectronics 28nm FD-SOI, I was wrong. To be honest, if I had made the assumption that Samsung was this double source, I would have generated dozen of comments, calling me “crazy blogger”…for the best. Announcing Samsung… Read More