Semiconductor

Intel’s 11th Gen Core Processors And ‘Evo’ Platform Brand Raises The Notebook Processor Competitive Stakes

Intel has been crushing it financially recently through the execution of a more diversified portfolio even as it faces fierce PC and datacenter server processor competition as well as challenges in future process nodes. Yesterday was a big day in the long history of Intel as it unveiled the next generation of notebook processors, which, …

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The Ins and Outs of Patents and Intellectual Property- A Six Five insider With PatentSight’s Managing Director

On this special episode of The Six Five – Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Will Mansfield, Director of Consulting and Customer Success for PatentSight to discuss the ins and outs of patents, intellectual property and the value of patent data in our current technology climate. In our conversation, Will, …

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NVIDIA’s New RTX 3000 Series – Faster, Bigger, Better And More Power

It has been two years since we last saw a new gaming GPU from NVIDIA as last year’s Super GPUs were just speed bumps of the RTX 2000 series from 2018. Gamers have long awaited the arrival of NVIDIA’s RTX 3000 series, especially after seeing the countless rumors and performance expectations after the announcement of …

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Synaptics Well On Its Way To A Comeback

The tech market can be a fickle one. Companies once considered sure bets can quickly fall from grace, while other young upstarts rise to fill their place. The drama can get a little Shakespearean. As a tech analyst, I always like to pay special attention to companies in the process of turning around a business—everybody …

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Lattice Targets Supply Chain Security With New Sentry And SupplyGuard Announcements

Lattice Semiconductor has been on quite the roll from an accelerated product roadmap and stock price standpoint the past two years under the leadership of CEO Jim Anderson. Since his arrival in September 2018, the stock is up 4X, and Lattice is churning out new products at a dizzying pace. I documented this turnaround last summer when …

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Intel Architecture Day 2020 Gives A Glimpse Into A Brighter Future

Intel is in the midst of a substantial company-wide transition that is changing nearly every way the company does things. Those changes really started to show themselves last year when Intel made a significant series of disclosures at its 2019 Architecture day. Intel has not had an easy last year or two, especially in the desktop, …

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The Future Looks Bright For Lattice Semiconductor- A Six Five Insider With CEO Jim Anderson

On this special episode of The Six Five – Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Lattice CEO Jim Anderson to discuss Lattice, the impactful changes that have been made at the company in the last few years, and how they are leading to a smarter future. Lattice Semiconductor is a world’s …

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Exploring Qualcomm’s Vital Position In The 5G Ecosystem With QTL President Alex Rogers – The Six Five Insiders Edition

On this special episode of The Six Five – Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by Qualcomm EVP and QTL President Alex Rogers to discuss Qualcomm’s recent win in the Court of Appeals, its licensing business, 5G intellectual property, and how Qualcomm helping spread the technology around the world. In our conversation, Alex, Patrick and I …

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Marvell Launches ‘ASICs As A Service’

Marvell Semiconductor has been on quite the roll from a product and stock price standpoint the past four years under the leadership of CEO Matt Murphy. Since his arrival in June 2016, the stock is up 4X as a result in a massive overhaul of… pretty much everything. I documentedthis turnaround in January at the company’s …

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On Semiconductor Issues A Differentiated Annual CSR Report

One of my favorite parts about writing about disruptive tech companies is being able to share how these large companies impact our environment, economy, community, and the world around them. One of the most exciting parts about it, is that you can tell a lot about a company, its employees, its leadership, and its overall …

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Lattice’s New Certus-NX FPGAs Bring New Meaning To Low Power And Fast Execution

I have written extensively about Lattice’s FPGAs including the CrossLinkPlus and MachXO3D FPGAs, and how the company has reinvented itself and is positioning itself as the leader in low power FPGAs. Because of the flexibility of FPGAs in general, they tend to be capable of addressing many different markets simultaneously, however many higher density FPGAs tend to sacrifice power for …

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Six Five Live Ep 41- A Thousand Eyes On Earnings (Citing Dell, Pure Storage, Salesforce, Qualcomm, HP Inc.)

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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Six Five Live Ep 38- Chips in the Desert

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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ON Semiconductor Leans Into Energy Reducing Semis And Helps The Environment In The Process

One of the companies that have really caught my eye over the last few years is ON Semiconductor. After spinning out from Motorola in 1999, I believe the company distinguished itself with its portfolio of power and signal management, discrete, logic and other custom technology across a variety of industries. Of late, though, it has …

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Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business

Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes …

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How Qualcomm Approaches Its Automotive Business, With $6.5B In Design Wins

Qualcomm is a semiconductor company best known for its efforts in the realm of smartphone connectivity with its popular Snapdragon brand of modems, application processors and now RF. While smartphones are undoubtedly the company’s bread-and-butter, Qualcomm plays significantly in a number of other areas. A great example of this is its $6.5 billion (backlog) automotive …

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Teardown Reveals Globalfoundries 22FDX Shipping In End Products Like Google’s 2nd Gen Nest Mini

It has been a year since Globalfoundries made the strategic decision to focus on its FDX platform, FinFET, RF and low power technologies over the bleeding edge. I have never seen the company more energized and focused than it is now, and I believe the industry is genuinely relieved the “pivot” is working out as competition in …

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Lattice Semiconductor Likely Maintains Its Low-Power FPGA Advantage Into 2021 With Lattice Nexus Platform And CrossLink-NX FPGAs

I’ve been spending a lot of time watching Lattice Semiconductor lately. While it is not a new company (founded in 1983), it is a company newly refocused on the creation of lower power FPGAs after the installation of industry veteran Jim Anderson as CEO in September 2018. There’s been immense change at Lattice in terms …

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Lattice Sampling CrossLinkPlus FPGAs For Embedded Vision Systems

Lately I’ve been paying extra close attention to Lattice Semiconductor as I watch its rapidly improving focus and financials. In the past year, it installed respected AMD veteran Jim Anderson as CEO (along with a crack team of other FPGA industry veterans), and has really doubled down on its efforts to become the low power …

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How Should We Rate Lattice Semiconductor CEO Jim Anderson After One Year?

I spent over 20 years in “big tech,” most of those years as an executive, and I was always getting performance appraisals from the CEO, formally or informally. As a tech industry analyst, I get to give the CEO performance appraisals, which can be a lot of fun, especially when the performance is good. After …

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