Semiconductor

After A 24-Year Absence, Intel Re-Enters The Discrete GPU Market With Arc

I hope everyone can agree that any competition is good competition. In more cases, than not, drives innovation and growth within the industry. There isn’t a lot of competition in discrete merchant graphics in PC gaming, commercial, workstation, and datacenter- there’s AMD and NVIDIA. I have always believed that three vendors are better for a …

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RESEARCH PAPER: Moor Insights & Strategy Coverage Of AWS Re:Invent 2021

AWS re: Invent is Amazon Web Services (AWS) annual user conference that focuses on cloud strategies and operations, security and developer productivity, and IT architecture and infrastructure. Top industry analysts at Moor Insights & Strategy cover AWS’s most impactful announcements in the categories of Enterprise Networking, Datacenter compute, AI and ML, and silicon. You can download the …

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RESEARCH PAPER: Moor Insights & Strategy Coverage Of Apple’s M1 SoC

Moor Insights & Strategy has written extensively on Apple’s newest M1 Silicon and its disruptive presence in the market. Moor Insights & Strategy analysis of the Apple M1 devices begins with Apple’s first M1 announcement in 2020 and ends with an analysis of the M1 Max and M1 Pro. You can download the paper by …

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RESEARCH PAPER: Moor Insights & Strategy Coverage Of CES 2022

At CES 2022, Moor Insights & Strategy analysts covered the most innovative technology trends in gaming, XR, IoT, mobile, personal computers, displays, processors, and automotive technology.  The Consumer Technology Association accommodated those analysts who attended live. You can download the paper by clicking on the logo below: Table Of Contents The Most Exciting Gaming Products …

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RESEARCH PAPER: Moor Insights & Strategy coverage of Mobile World Congress 2022

Mobile World Congress (MWC) was held in Barcelona, Spain, and was attended by top analysts at Moor Insights & Strategy, including Anshel Sag, Will Townsend, and Patrick Moorhead. Moor Insights & Strategy analysts covered the top tech areas, including mobile device and chipset announcements, networking, 5G, edge, carrier services, and IoT. You can download the …

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Intel Becomes An End To End Foundry With Tower Semi Acquisition: Will It Spin IFS And More?

Intel announced this morning that it was acquiring Tower Semiconductor for $5.4B. To say Intel has been busy the past year with huge IDM 2.0 strategy moves would be an understatement. A mere eight days ago on February 7th, the company launched a $1B foundry innovation fund and an accelerator program with EDA, design, and IP companies, …

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Qualcomm Made Its Case About Dominating Premium Android Phones In 2022 At Its Recent Snapdragon Summit

I thought I had published this analysis, but the CMS gods had second thoughts. Better late than never? Qualcomm held its annual Snapdragon Summit in Hawaii in December, and under reasonable, sometimes unreasonable COVID protocols (masks outside), I was able to attend the event in person. The event covered many topics, including XR, gaming, 5G …

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AMD, Intel, And NVIDIA, Announce New CPU, GPU And Automotive Processors At CES 2022

Although this year’s CES was far from ordinary with the pandemic still near and protocols still in place, it was a very exciting CES. I have already written about Qualcomm’s achievements in the realm of automotive and ADAS systems. I have also already written on the top notebook trends at CES 2022, of which these new technologies will go into. …

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MediaTek’s Flagship Dimensity 9000 SoC Isn’t The Company’s Only Interesting New Chip

Last month, MediaTek, at its Executive Summit in Laguna Beach, CA, announced its first foray into the flagship smartphone SoC market: the Dimensity 9000. The company’s first 4nm chip from TSMC features a multitude of flagship-worthy features that make it competitive with what’s already available in the market today. The company didn’t stop there, though. …

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Lattice Semiconductor Acquires Mirametrix In An All-Cash Transaction

This week Lattice Semiconductor announced that it has officially acquired Mirametrix INC. in an all-cash transaction. The specific terms of the deal aren’t public knowledge yet. We know that the acquisition of Mirametrix will expand and deepen Lattice’s offerings, especially in the compute and automotive markets. This deal allows the company to offer a complete …

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GlobalFoundries Signs Qualcomm Deal And Shows Why There’s More To Silicon Than Node Geometry

We’re closing in on 2022, and silicon is as strategic as it’s ever been, and honestly, probably more. We’ve seen the PC-centric era give way to the smartphone-centric era, PCs show their inherent value during Covid-19 and now we’re entering the age where everything will be connected. Chips run the show from next-generation vehicles to wind turbines …

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Qualcomm’s Mobile GPU Innovations Power The Future Of Gaming

I recently spoke with Qualcomm’s Head of Gaming, Dave Durnil, and its Head of Display & GPU, Salman Saeed. Our conversation gave me some valuable insights into Qualcomm’s Elite Gaming program and a deeper dive into the company’s gaming heritage—where it’s been, where it is today and where it is headed. Many people may not …

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Live From Denver: The Big 5G Event 2021

Last week, I attended the Light Reading Big 5G Event in Denver, CO, my first live in-person event since the pandemic began. Let’s jump into my key takeaways from the event, which, interestingly, featured two different tracks depending on whether or not you attended virtually or in-person. Big 6G? The first day of the in-person …

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Intel Plants An Infrastructure Flag With Mount Evans

It is no secret that Intel is under new leadership with Pat Gelsinger, given his return to the iconic Silicon Valley company earlier this year, where he spent the first thirty years of his career. The semiconductor giant is subsequently making waves with several recent announcements. One caught my attention at last week’s Intel Architecture Day – …

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Intel’s Architecture Day Showed The Company’s Breadth, Depth, And Future

When providing guidance to aspiring tech industry analysts, one thing I always say is, “you don’t have to love to write, but you can’t hate to write.” Analysts write a lot. And when there’s a boatload of content, sometimes it’s hard to know where to start.  This was my challenge with Intel’s recent Architecture Day. …

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IBM Telum- A New Chapter In Vertically Integrated Chip Technology

Today at the IEEE’s Hot Chips 33 conference, IBM presented a preview of IBM Telum, the next-generation processor for IBM z and LinuxONE systems, planned for the first half of 2022. Immediately I was intrigued by the name change from the rather drab sequence of z14, z15 to “Telum.” The highlights announced were the expected increases in performance, …

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Intel Updates IDM 2.0 Strategy With New Node Naming And Transistor And Packaging Technologies

Back in March, Intel CEO Pat Gelsinger rolled out the company’s “IDM 2.0” strategy. You can find my write-up here. Net-net, the company announced two new fabs, seriously re-entered the foundry business with IFS, and provided more details on its technologies and partner-based manufacturing (TSMC, GF, Samsung) and partner-based technology approach with IBM. You can also …

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NI Wants To Help Customers Bring Data Out Of Their Silos With New Offerings

This week NI (Formely National Instruments) held its annual “NI Connect” event where it talked about partnerships, products, and how NI is tackling data analytics. This may sound surprising given the company’s test equipment heritage, but it is clearly on a path to help its customers do more with data versus just capturing it. Therefore, it …

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New Qualcomm CEO Cristiano Amon On The Future Of Qualcomm, Tech And 5G

Years from now, when we look back at the technologies that shaped and impacted us the most, on a grand and magnificent scale, I believe we will recognize the importance of the push and adoption of wireless technologies like 5G. Qualcomm had been involved in virtually every major 5G launch globally, helping with the swift …

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Lattice Semiconductor Launches CertusPro-NX FPGAs For The Edge And Updates Core Application Software

This week Lattice Semiconductor launched its newest general-purpose FPGA family based on its popular Nexus platform, the CertusPro-NX. As Lattice is the market share leader in FPGAs, when the company announces anything new , people notice. And here I am. Lattice’s Nexus platform isn’t entirely new, as the company has been developing general-purpose FPGAs on …

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