Semiconductor

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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Lattice Semiconductor Increases Guidance, Introduces New Products And Goes After New Markets At Its Analyst Day

Yesterday, Lattice Semiconductor hosted its 2021 Investor Day conference. The conference is always an excellent time for the company to pause and reflect on past promises, recent products, financial performance, and touch on new product plans and markets. The last time we saw Lattice host an Investor Day was  in 2019. During that time, the …

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Big Blue Goes Tiny With World’s First 2nm Nanosheet Chip Tech

A fact of life in the tech industry is that you can never stay still. It’s a never-ending arms race, with businesses big and small attempting to outpace each other for a piece of the pie. The highly competitive semiconductor sector has seen several pieces of big news over the last month, both involving industry …

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What Users Have To Look Forward To With Chromebooks Powered By Qualcomm’s Snapdragon 7c

With the Covid-19 pandemic, the importance of large display devices like notebooks and Chromebooks took center stage. Tens of millions of students, businesspeople, and government workers had to be productive outside of their physical offices and learning centers – quickly hunkering down in their homes, for instance. We saw a tripling of Chromebook sales, and …

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Intel Plays To Its Strengths With 3rd Gen Xeon Scalable Processors

Yesterday Intel launched its 3rd Gen Xeon Scalable datacenter processor. While the part was much later than expected as it relies on 10nm tech, Intel still holds a commanding 90% server unit processor share. This is an impressive feat given the ferocious competition from AMD and home-grown alternatives from the likes of AWS.  Intel’s incredibly …

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Why I’m Not Surprised That IBM And Intel Are Collaborating On Chip Tech

Last month IBM and Intel shared that they would be partnering to advance research in next-generation logic and packaging technologies. You can find the big Intel IDM 2.0 update here. Separately, the two companies have long been at the forefront of research and engineering, spanning the early days of computing to today’s cutting-edge technologies, such …

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ON Semi Brings LiDAR To Automotive Sensor Portfolio With New SiPM Array

As a tech analyst, I follow ON Semiconductor closely. The semiconductor company, known for its niche in power and signal management, discrete, logic and other custom devices, has become a significant player in the growing automotive electrification market over the last several years. As vehicles are getting more intelligent, more efficient, more autonomous and generally more complex, …

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GlobalFoundries And Bosch Partner On MmWave Radar, Reinforcing Silicon Is Strategic

For a tech industry analyst like me, the automotive market is interesting given the electrification, safety and self-driving intelligence added to today’s models as well as commitments by automakers to aggressive roadmaps. Cars of the future will be datacenters on wheels, software-defined, connected by 5G, and with gobs of compute, storage and networking silicon. Given …

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Lattice Semiconductor Updates Solutions Stack With MVision 2.0 And Sentry 2.0

As I said when I first wrote about Lattice Semiconductor and its new management team at its May 2019 Financial Investor Day here, one of CEO Jim Anderson’s many goals was to increase velocity of new products, provide more of a solution, and leverage key market trends like the need more increased security and improved machine …

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HP Inc. Acquires HyperX PC Gaming Accessories Maker For $425M

I had the chance to chat last night with HP Inc. Personal Systems President Alex Cho about its acquisition of HyperX for $425M. Cho, before Covid-19, called the PC “essential” and forecasted industry growth based on end user research the company conducted. And he was right. HP has seen growth this year driven in part …

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Qualcomm Revs Its Engines At Its Automotive Redefined Event

When you think of mobile semiconductors, one company that’s always top-of-mind is Qualcomm. While its silicon powers many if not most of the world’s phones and tablets, the company has not been content to rest on its laurels. In recent years it has begun to extend its mobile technology into other emergent fields, such as …

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