Can’t make it to Santa Clara? Join us online!
The detailed 2013 CPTF agenda is now up in preparation for the February 5th event at the Santa Clara Convention Center. This is one of the rare times that you can get a free lunch! Watch this quick video to see what is in store for us this year. Dr. Paul McLellan and I will be there so please… Read More
GLOBALFOUNDRIES changed the landscape of the foundry business in 2009 with a simple but ambitious plan to become the world’s first truly global foundry. At the Common Platform Technology Forum February 5th in the Santa Clara Convention Center GF Executive Vice President Michael Noonen will give an update on how that is … Read More
Apple’s stock is down 10% after they announced “disappointing” results. They are only disappointing in the sense that some analysts expected even bigger profits. At $13.08 billion it is the largest quarterly profit for any corporation that is not in the oil business ever. According to wikipedia, even the … Read More
“It’s not like we started it,” said Larry. “After all the idea of going Thermonuclear was first broached by Steve to Eric at their outdoor café meeting in Palo Alto way back in 2010. We’re just following by example and as Steve was wont to quote Picasso; “good artist copy, great artist steal” so why not go Thermonuclear with our Android… Read More
Time to pack up for the 2013 Consumer Electronics Show in Las Vegas, I will be driving down with my beautiful wife Shushana because she does not like to fly. The drive takes the better part of a day so we will leave early and see the sunrise over the desert. She is great company, the time will fly by. We will be 2 of the more than 150,000 people… Read More
The Common Platform Alliance — IBM, Samsung Electronics, Co., Ltd., and GLOBALFOUNDRIES — continues to redefine the landscape of the semiconductor industry with its groundbreaking collaboration. Join us at our 2013 Common Platform Technology Forumon Tuesday, February 5, 2013 at the Santa Clara Convention Center as we showcase… Read More
Short news came during last week-end and Linkedin was the most efficient media to learn that NVELO has been acquired. Probably very few people out of the SSD ecosystem knew about NVELO. Based in Santa Clara, the company was a spin off from Denali, privately owned and if you look at the top management, you will recognize a few name, like… Read More
Intel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors. A more dramatic… Read More
September WSTS data shows the 3Q 2012 semiconductor market increased 1.8% from 2Q 2012. The year 2012 semiconductor market will certainly show a decline. 4Q 2012 would need to grow 11% to result in positive growth for 2012. The outlook for key semiconductor companies points to a 4Q 2012 roughly flat with 3Q 2012. The table below shows… Read More
The numbers for smartphone sales in Q3 are starting to roll in. These are in units and not yet revenue (let alone profit) numbers although everyone down to Sony is for sure profitable. Samsung is running away with the volume, selling more than Apple, Huawei and Sony put together. One name that is missing is Motorola (Google) which … Read More
