Will/should others follow?
TSMC vs Intel impact?
Moving Apple’s supply chain further overseas
Apples move to self served silicon was no surprise…..
It has been speculated for years and we have talked about it many times. It makes more sense for Apple to have silicon, custom designed for their applications and products… Read More
After having taken a closer look at x86 processor with “Inside The Machine” I came across “Mobile Unleashed“, a book about the history of a non-Silicon Valley company and technology for a change that has significantly shaped the world of computing as we know it today: ARM.
Written by Daniel Nenni and Don Dingee the book tells the story… Read More
IBM is in the process of reinventing themselves as a company, changing how they see themselves, what they do as a company and how they want their partners and customers to view them. This is exemplified best in their mobile alliance with Apple, their Watson cognitive efforts, the sale of their chip fab to GlobalFoundries, the sale… Read More
The void left by the Advanced Micro Devices X86 server chip “sabbatical” five years ago created a massive opportunity in the server SoC space. It had to be filled with something and that something has primarily been Intel and then ARM-based server chips. ARM Holdings -based servers have been in development for years now and the ecosystem… Read More
Let me precise that by “IoT” I think about the IoT devices market, made of hundreds of application, wearable gadget to medical, home automation, and so on. One direct consequence of IoT (device) market explosion will be the strong growth of the server market (cloud), to transfer, compute and store information generated by the billions… Read More
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
At Memcon today Mike Demler of the Linley Group (and coincidentally someone who used to work for me back at Cadence and who now run Memcon, small world) gave an interesting presentation on Trends in Mobile Processors. A mobile application processor (AP) is a highly integrated SoC to run the applications in a mobile device. Mostly… Read More
Baseball loves a good switch hitter – from Frisch to Mantle to Rose to Murray to Jones, they are a rare and valuable commodity. AMD is calling on ambidexterity for its processors in 2015 and beyond, this week tipping plans for 20nm “Project SkyBridge” parts in either ARM or X86 with a common footprint. What remains to be seen is where… Read More
About 10 years ago, I was in charge of the product definition of our next IP to be released, the PCI Express gen-1 Controller. I was also involved in the decision process to select the new functions to develop, in respect with the market size, all of this being the definition of “marketing”. The reason why our company decided not to develop… Read More
It was a year ago that Paul Otellini made his surprise announcement that he was stepping down as CEO of Intel. Soon after, I wrote an article asserting that the only correct choice for his replacement was Nvidia’s CEO Jen Hsun Huang. I went beck to reread what I wroteand I can scarcely say I would change anything I put in the article assuming… Read More