As I mentioned in my previous blog “NVIDIA Claims TSMC 20nm will not Scale?” Jen-Hsun Huang is a very entertaining guy. I always listen to the NVIDIA conference calls because you never know what he will say next. Clearly he is a smart guy so you have to ask yourself why all the rhetoric?
Time to ring the Bell. With the iPhone 4S, Apple has just surpassed the 70% gross margin metric that usually equates to a compute platform becoming an industry standard. IBM’s mainframe achieved it in the 1960s with the 360 series and still is able to crank it out with their Z-series. The combined Intel and Microsoft tandem (Wintel)… Read More
Every Semiconductor Analyst has given Intel the once over a hundred times about their slowing PC unit volume. They are looking in the wrong place because the true secret of the Q2 earnings – in my humble opinion – is that Intel’s factories are full and parts are on allocation. What???
Check it out, high-end, 8 and 10 core XEON processors… Read More