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
This was the 19[SUP]th[/SUP] annual TSMC Symposium and by far the best I have attended. Finally tired of the misinformation that plagues our industry, TSMC set the record straight with wafer and silicon correlated data. TSMC shipped more than 88 MILLION logic wafers in 2012, more than any other semiconductor company, that gives… 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
The keynotes at CDNLive today were very interesting, but rather than cover the slides and bullet points let me share with you my personal view of Samsung and how they are changing the semiconductor industry. Before I continue remember I’m just a blogger who shares observations, experiences, and opinions. This blog is for entertainment… 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
Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on … Read More
I recently blogged about the actions filed by Tela Innovations at both the US International Trade Commission (USITC) and in federal district court. Those actions allege that five mobile phone manufacturers -HTC, LG, Motorola Mobility, Pantech, and Nokia – were importing handsets into the US which infringed on seven of… Read More
The wreckage that is Apple’s stock is a surprise to many including yours truly but it appears to mark the beginnings of a transition period that will result in freeing the company from the demands of Wall St as it appeals to the broader population of mainsteam America. I call it the Ma Bell Strategy. Unlike Microsoft or Intel, Apple … Read More
The numbers are starting to come in for how everyone did in Q4. According to Cannacord Genuity, Apple made 69% of the profit and Samsung made 34%. What do you notice about those numbers? They add up to more than 100%. HTC supposedly made 1% of the profit and everyone else either broke even or lost money. Basically Apple and Samsung have… Read More
