Seeking Alpha just published an article about Intel and Samsung passing TSMC for process leadership. The Intel part seems to be a theme with them, they have talked in the past about how Intel does bigger density improvements with each generation than the foundries but forget that the foundries are doing 5 nodes in the time it takes… Read More
Tag: seeking alpha
The Intel Resurgence?
There is an interesting article on Seeking Alpha about Intel. Interesting because it is written by someone with both fabless semiconductor experience and a talent for strategic thinking. It’s a good read and like most Seeking Aplha semiconductor articles the comments are hilarious. Give the guy a penny and click over HERE, he … Read More
What Seeking Alpha is Telling us about Intel
New Media is a double edged sword for sure. The good news is that you get to read articles by people who actually work in the semiconductor industry. The bad news is that hidden agendas and disinformation abound so let the reader beware, especially if that reader is risking their retirement money!
As I mentioned before, “Understand… Read More
Intel Benchmark Hoax!
To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More
Taiwan Semiconductor Tries To Pull A FinFAST One!
This completely misleading title is from a Seeking Alpha (SA) article, a stock investment version of the National Enquirer. As I mentioned inA Call to ARMs, fame and fortune seeking SA Authors make a penny per click so sensationalism sells. The article is not worth your time so I will save you the click and skip to the misguided conclusion:… Read More
A Call to ARMs!
It sure has been an interesting experience watching Intel enter the semiconductor foundry business! While I credit Intel for increasing the exposure of the fabless semiconductor ecosystem to the financial markets, the attention from the Intel biased press is a bit overwhelming. The TSMC and ARM bashing is reaching new levels… Read More
Wall Street Does NOT Know Semiconductors!
In my never ending quest to promote the fabless semiconductor ecosystem I cannot pass up a discouraging word about one of the oldest financial services companies. You can consult with me for $300 per hour to answer your questions about the semiconductor industry on the phone or you can buy me lunch and get it in person (lunch will probably… Read More