Tim Cook’s strategy to disengage from Samsung as a supplier of LCDs, memory and processors while simultaneously creating a worldwide supply chain from the remnants of former leaders like Sharp, Elpida, Toshiba and soon Intel is remarkable in its scope and breadth. By 2014, Apple should have in place a supply chain for 500M iOS devices… Read More
Intel Taps The Debt Market: Should They Go Private?
Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More
Altera’s Real Impact with ARM based SOC FPGAs
At the annual Linley Processor Conference this past week a number of chip vendors proposed a raft of new networking solutions directed at solving today’s bandwidth issues. Perhaps the overall highlight of the conference was the recognition by Keynote Speaker Linley Gwennap of the shift that is taking place towards ARM based solutions.… Read More
Dear Meg, HP is Still a Goner
A year ago, Meg Whitman decided it was time to venture back into the business world by grabbing onto the HP CEO baton from a badly wounded Leo Apotheker. What for? My best guess is to enter the Pantheon of Great Turnaround CEOs of failing companies, best exemplified by the work of Lou Gerstner with IBM in the early 1990s. It comes too late… Read More
ARM in Networking/Communications
I was at the Linley Processor Conference yesterday. There are two of these each year, one focused on mobile and this one, focused on networking and communications (so routers, base-stations and the like). You probably know that ARM is pretty dominant in mobile handsets (and Intel is trying to get a toe-hold although I’m skeptical… Read More
Apple’s Victory Will Re-Shuffle the Semi Industry
Apple’s legal victory over Samsung has been analyzed in thousands of articles and TWEETs since last Friday’s announcement and surely more will follow. Most of the commentary has focused on the first order impact to handset manufacturers. It is not entirely clear how it will all settle but there are sure to be secondary ramifications… Read More
Qualcomm Acquires Intel’s Playbook
The Mobile Tsunami wave has yet to crest and the surfers strong enough to mount it are dwindling fast to the dismay of market watchers and experienced analysts. The distraction of these past few days is the courtroom drama being played out between the sumo wrestlers, Apple and Samsung, which in the end will not result in a cessation… Read More
Intel’s First 14nm Chip NOT an x86 Processor
Sometime early in 2013, Intel will tape out its first production chip for 14nm and it won’t be an x86 processor. It’s neither necessary nor prudent to lead with a new x86 processor when the one missing element that the mobile market desperately needs is nowhere to be found: an ultra low power 4G LTE chip that fits under the battery… Read More
The Coming Gamer Tablet from…… Apple!
After the introduction of the NEWiPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation… Read More
Apple’s Blowout Earnings: Welcome to 2012!
Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More