June 2008 Archives

Curious Story of Atom's Apple Design-In

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There's a curious yarn flying around today to the effect that Apple has designed  Intel's Atom processor into its iPhone.

Politicians Come Expensive In The US

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Politicians come expensive in the US. According to the US magazine Forbes, Qualcomm spent $1.5m lobbying pols in Q1 2008.

Silicon Valley VC Gives £25m To Oxford College

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Silicon Valley venture capitalist Mike Moritz has given £25 million to his old Oxford College, Christ Church.

How Kleiner Perkins Nearly Lost Its First Fund.

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Kleiner Perkins Caufield and Byers, Silicon Valley's premier venture capital company, nearly lost its entire initial fund before it had made a single investment.

Formidable Start For ST-NXP Wireless

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Nothing could be a more significant pointer to the importance STMicroelectronics puts on its new wireless joint venture with NXP, called ST-NXP Wireless, than the appointment of Alain Dutheil to be CEO of the new company.

Can Spansion NOR Replace DRAM?

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On the face of it, it sounds utterly daft to use NOR flash for data storage. The cell is too large and the read speed too slow. But this is exactly what Spansion is proposing.

Get Your Holidays In Before The End Of August

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Just as well to get your holidays in before the end of August because that's when the world may disappear into a self-generated black hole as CERN throws the switch on its Large Hadron Collider.

As a way of keeping the Americans from dominating the mobile internet, Nokia's move to take ownership of the mobile operating system Symbian, is excellent news for the entire wireless industry.

Intel On A Hiding To Nothing In MIDs

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Back in 1990, I remember being in a posh hotel on the shores of a Swiss lake listening to a floppy-haired Englishman  in a crumpled grey suit tell an audience of distinguished technologists that his 20-person start-up was going to be as big as Intel.


Ten Best Chip Shares

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Thanks to Morgan Stanley, Neuberger Berman Technology Management, J&W Seligman and others for this one. It's a bit of a gamble posting this. Personally I don't have a clue about chip share values, and all my own investments in chip companies shares have been disastrous. and I don't own shares in any of these But, for what it's worth, here they are:

 

Skipworth Sells Ceramic Packages At Plastic Prices

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 'Transitron have reduced by between 25 and 30 per cent the prices of their ceramic packaged Series IV TTL integrated circuits. The ICs are compatible with 74 series devices'.

 

So starts a story in the June 25 1969 edition of Electronics Weekly. The story continues:

 

That Intel Capital is putting $50 million into a photovoltaic (PV) cell manufacturing joint venture seems peanuts if iSuppli is right in its claim that worldwide investment in the production of PV cells will rise to the same level as those for semiconductor manufacturing by 2010.

Seagate, Intel and Otellini's Options

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"This business will not be a drag on Intel Corporation," said Paul Otellini, Intel's CEO, back in March, "we're going to fix it, or we're going to make sure it's profitable, one way or another."

 

One Up On A Frenchman

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A satisfying moment of one-upmanship occurred in Bandol, in the South of France last week. There, in a wine shop, was a bottle of Croizet-Bages.

 

Doing A Runner From Haiti, By Charlie Sporck

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Many years ago, National Semiconductor had an assembly plant in Haiti, at that time one of the worst governed countries on earth.

The Genesis Of High Margins

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STMicroelectronics' acquisition, Genesis Microchip, is expected to result in a unified, high margin, digital chip-set next year.

This was a story in Electronics Weekly's edition of June 25th 1969.

 

Who are Pye? You might ask. Where are they now?

 

* For the answers - see below*.

 

The EW story starts:

 

 

Can Japan Mind-Set Change On Start-Ups?

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Japan's attitude to entrepreneurial semiconductor stat-ups is changing if Moriyoshi Nakashima, CEO of Genusion, is anything to go by.

Otellini-isms get Curiouser

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We are used to getting curious remarks from marketing guys and Paul Otellini, CEO of Intel, makes some of the more curious of them. 'Oh well he's not an engineer', is how these remarks get shrugged off, but here are a couple which raised some eyebrows:

The Ten Chip Industry Basics

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 Thanks to Future Horizons for this one: the ten basic rules for succeeding in the chip industry. Here they are:

Mobile 'Phones To Beat Hooliganism

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Note the apostrophe: in 'Mobile This was the headline to a story in the June 25th 1969 edition of Electronics Weekly. It must have been one of the earliest uses of the term 'mobile phone' the apostrophe denoting the abbreviation from 'radiotelephone'. The story starts:

 

Two New Cellphone Manufacturers

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Nokia, Motorola, Sony-Ericsson, Samsung, LG, Xenitis, Orpat. Who? and Who? Orpat and Xenitis are two new cellphone manufacturers, both out of India, both using NXP chip-sets, both GSM-based and both looking at the low-cost handset market.

Unified 4G Standard: Do-Able? Desirable? Likely?

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For ages, the idea of a single standard for a cellular wireless generation has seemed like a desirable pipedream.

ST Not Becoming A Holding Company, says Carlo Ferro

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STMicroelectronics is not becoming a financial holding company with its operating units spun off into separate entities, despite the two joint ventures it has entered into this year, according to the company's Chief Financial Officer, Carlo Ferro.

To the world it was Enron, the collapsed US energy brokerage, which invented the off-balance sheet partnership. Not so. The real inventor of this financial stratagem to turn losses into profits was Tom Perkins, co-founder of Silicon Valley's premier venture capital fund company Kleiner, Perkins, Caufield and Byers.

 

 

MRAM In The Dog-House

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Well, it looks as if MRAM has had the kiss of death. After cheer-leading MRAM and funding its development for a decade or more, Freescale has spun its MRAM activity off into a venture capital-backed company called EverSpin Technologies.

Who'll Be Flying The Jolly Roger When 4G Sets Sail?

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Another attempt to bring transparency and predictable pricing to the vexed issue of the wireless industry's use of IP, has been launched with Cisco, Intel, Samsung , Alcatel-Lucent, Clearwire and Xohm forming the Open Patent Alliance (OPA) to declare their Wimax patents and say how much they'll charge for their licensing.

What Will The $3m Party-Giver Spend On The Scots?

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If ever there was a commentary on globalisation it is the story of

Freescale's fab in Scotland, now facing almost certain closure after 39 years.

Ten Best Foundries

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Some are pure-play, some, like TI, IBM and Samsung, aren't. Interestingly, Samsung increased its foundry business by over 400 per cent last year. Figures and ranknigs from iSuppli

TSMC To Start Risk Production On 32nm Next Year

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TSMC, the Taiwan foundry, will be in risk production of 32nm wafers in Q4 2009, according to Tom Quan, deputy director, EDA & design service marketing programme at TSMC.

The semiconductor industry used to be about strokes of genius, stunning flashes of innovation and huge technological breakthroughs but today's reality is that it's about making a profit and keeping costs down.

Good Luck Dr Nicholas

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It was amazing to me that Henry Nicholas, co-founder of Broadcom, has a $30 million sex cave under his house, and prostitutes on his payroll, and smoked so much marijuana that the pilot of a private jet had to wear an oxygen mask.

Sometimes Watts and Volts Do Matter

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Should engineers run chip companies? A few years ago it was a no-brainer. The decisions taken relied so much on making a sound technical judgment that you had to have an engineer calling the shots.

After Japan and Korea have found Intel guilty of breaches of competition law, and Europe looks like following suit, and the Attorney-General of New York is holding an investigation into its business practices, now the US Federal Trade Commission (FTC) has waded in with a subpoena informing Intel it is under formal investigation in relation to "Intel's business practices with respect to competition in the microprocessor market."

Getting Into The Wireless Industry By Hans Snook

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"The best decision of my life", according to Hans Snook, founder of Orange and the greatest of all the cellular telephone entrepreneurs, was to go back-packing  At the time he was managing a hotel in Calgary, in Canada.

$25 million is, of course, petty cash to Intel, but the significance of the Korean competition authorities in finding Intel guilty of offering unfair subsidies to Samsung and Trigem Computer, if they promised not to buy x86 processors from AMD, could be that other national regulators will follow suit.

Merci M. Thomas

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Have you tried 2007 Sancerres? My first bottle of 2007 Sancerre tasted fabulous. So good that, as soon as we'd had the first sip, we ordered another case.

 

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Intel Could Face European PC Class-Action

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PC companies and PC dealers in Europe are said to be watching very closely the result of the EC's investigation into Intel's alleged malpractices in the European PC market. If , in the autumn, the EC decides against Intel, as it is rumoured in the German press that it will, then what may follow is a legal class-action brought by PC companies and dealers in Europe which have suffered financial loss from the alleged malpractices.

 

The Rich Are Different

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Scott Fitzgerald was, apparently, quite right in saying that the rich are different from the rest of us. And thank God they are, because the credit crunch is showing how weird the lives of the rich are.

 

Ten Worst Questions For The IC Industry In 2008

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Thanks to Future Horizons for these, the ten most difficult questions facing the semiconductor industry in 2008:

 

Their Lordships Talking Balls

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'By the 1990s the cost of computing would probably be halved, Lord Hirshfield said during a House of Lords debate.'

 

This is how a story opened in Electronics Weekly's issue of June 18th 1969 showing that Their Lordships talked as much balls in the 1960s as they do today.

 

How US Taught EU About Competition

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US companies like Microsoft, Intel, Qualcomm and Rambus may moan about the EC investigations into their business practices, but they have only the US to blame for the EC's anti-trust rules.

How Good A Kisser Is KKR?

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With the European semiconductor industry in the middle of a flurry of mergers and acquisitions, with more expected, it is worth looking at the history of these things.

 

 

The Violins Of Agrate

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Talking last week abouy STMicroelectronics' plans to return the company to its roots as an analogue house, Carlo Ottaviani, ST's corporate vice president for communications, mused: "No one has ever managed to perfectly replicate the sound made by a Stradivarius violin."

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