Mannerisms
Bullshit

BS Or Breakthroughs? The Process Claims

Ever since Intel told me that 22nm wasn’t a measurement of anything in particular, I’ve rather wondered about all these process technology claims from the leading practitioners.

I see TSMC  is now saying it’s going to have risk production on 16nm finfet this year…

Read More

Cor

All sorts of things have been used  to claim bragging rights in the chip business: cleanliness of your fab; shortness of your gate length; density of your memory; speed of your processor and, now, the number of cores on your IC.

Earlier this week it was reported that Qualcomm CEO…

Read More

Shrewd Or Desperate?

Intel is adopting a ‘shrewd strategy’ in going for the low-cost smartphone market, says IHS.

Is it really ‘shrewd’ to go for the low-cost market if you can’t get into the high-cost market?

  Or is it the only place for Intel to go?

  Intel doesn’t…

Read More

Can You Trust An SIA Forecast?

Can you trust an SIA forecast? The SIA, naturally, does what its members tell it to do. He who pays the piper calls the tune.

And SIA’s members do not want too high an expectation put by their trade body on market expectations. If members’ own sales don’t…

Read More

Bozotti's Impossible Dream

ST CEO Carlo Bozotti told the GSA Forum this week that he has a dream.

Bozotti said that ST’s business rested on “two pillars.”

“My dream is two have the two pillars be successful. We have a $1 billion  microcontroller business; a $900 million MEMS business; this is nice…

Read More

ST-Ericsson In Wonderland

There’s something a bit Alice-in-Wonderland about the statements coming out of STMicroelectronics and ST-Ericsson.

Recently we had STMicro’s US boss saying that ST-Ericsson will produce a plan for getting out of its troubles “in the next period.” Goodness knows what “next period” means, but…

Read More

The Ten Biggest Things Apple Is Worth More Than

Thanks to OSXDaily for this one – the ten biggest things Apple is worth more than:

All 32 Eurozone Banks

  The Economy of Singapore

  All of the Illegal Drugs in the World

  Total U.S. Corporate Income Tax for 2011

  The GDP of Denmark

  The Great Wall of China (priced at…

Read More

The Myth Of Commodity CMOS

A few years back you couldn’t go anywhere without hearing someone say: ‘Advanced digital CMOS is now a commodity – available in any foundry’.

Usually this pronouncement came from financial people – bankers’ analysts and the like. These guys, befuddled by numbers, pushed IDMs to go fab-lite.

  The financial community…

Read More