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Intel Corporation Message Board

dnenni 105 posts  |  Last Activity: Mar 29, 2014 9:53 PM Member since: May 30, 2012
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  • dnenni@ymail.com dnenni Mar 6, 2014 10:10 AM Flag

    Wile I appreciate you giving me credit for something, however this rumor came from JP Morgan. I have the report:

    J.P. Morgan Asia team reports Altera re-engaging TSMC. Our J.P. Morgan
    Foundry analyst, Gokul Hariharan wrote today that Altera has re-engaged
    TSMC (please see the note titled “Chances of Altera Coming Back at 16nm
    Strong...).” Our checks indicate potential Intel foundry customers have become
    wary due to the issues. As a result, we believe Intel needs to make progress this
    year in fixing these issues or its foundry efforts could be dealt a serious blow.

    I have talked to people at Altera and TSMC and have found this to be false.

  • Intel Has Become an Embarrassment
    BY Rocco Pendola | 03/05/14 - 09:00 AM EST

    NEW YORK (TheStreet) -- I had to chuckle at a line from a story we published Tuesday here at TheStreet about the apparent coup Intel (INTC) scored when it acquired smart watch maker Basis Science:

    At this year's Consumer Electronics Show, Intel was touting wearable computing devices as the next big thing.

    That might be true and all, but how can anybody far enough away from the turnip truck take anything Intel says about "the next big thing" seriously?

  • Reply to

    TSMC delays 20 nm until Q3 2014

    by sujit_98 Mar 5, 2014 3:36 PM
    dnenni@ymail.com dnenni Mar 6, 2014 12:04 AM Flag

    2% of Q1 revenue is not "initial batches". If you are talking about risk lots that was Q4 2013. (6) companies that I know of will ship TSMC 20nm based products this year. And let me tell you the iPhone6 is amazing! I will buy one off plan, absolutely.

    From what I'm told Samsung will ship 14nm wafers this year and the yield is good thus far. This could be a real game changer for the foundry business.

  • Reply to

    Intel 450mm Delayed Until 2023

    by dnenni Mar 5, 2014 11:17 AM
    dnenni@ymail.com dnenni Mar 5, 2014 11:50 PM Flag

    The first interesting information from the conference floor was that 450mm is being pushed out. What I heard is that with low fab utilization and the empty fab 42 shell, Intel has pulled all of their resources off of 450mm.

  • Reply to

    ALTR/INTC - I just contacted Intel...

    by ashraf.eassa Mar 5, 2014 9:42 AM
    dnenni@ymail.com dnenni Mar 5, 2014 10:08 PM Flag

    That being said, where there is smoke there is fire. The source of this rumor is JP Morgan, so I do wonder why they would say this.

    Complete nonsense. No way does Altera dump Intel without dumping their CEO. I have the report, it is full of holes. Is JP shorting Intel?

  • Reply to

    TSMC delays 20 nm until Q3 2014

    by sujit_98 Mar 5, 2014 3:36 PM
    dnenni@ymail.com dnenni Mar 5, 2014 10:06 PM Flag

    Absolutely not true.

    20nm is on tract and will be recognized in Q1 TSMC revenue numbers. You must realize that foundries ship wafers not chips, production wafers.

    TSMC's customers will ship products with 20nm silicon in 2H 2014 but they are getting wafers today. Xilinx, QCOM, APPL, and others. The TSMC forecast is for about $2B in 20nm wafers this year which is around 500k wafers.

  • Intel 450mm Delayed Until 2023
    by Scotten Jones
    Published on 03-04-2014 09:00 PM

    Last week I attended the SPIE Advanced Technology Conference. There were a lot of interesting papers and as is always the case at these conferences, there was a lot of interesting things to learn from talking to other attendees on the conference floor......

  • Gobi, the Jewel in Qualcomm's Crown
    by Paul McLellan
    Published on 03-01-2014 03:19 PM

    Back in the 1990s in the middle of the 2G GSM era, cell-phone manufacturers would display a "triangle of difficulty" with a large base labeled radio, a middle smaller part labeled baseband and a little triangle on top labelled software. The idea was that the radio was incredibly difficult, then the baseband chip and there wasn't a lot of work on software since there wasn't that much in a phone of that era.

  • Gobi, the Jewel in Qualcomm's Crown
    by Paul McLellan
    Published on 03-01-2014 03:19 PM

    Back in the 1990s in the middle of the 2G GSM era, cell-phone manufacturers would display a "triangle of difficulty" with a large base labeled radio, a middle smaller part labeled baseband and a little triangle on top labelled software. The idea was that the radio was incredibly difficult, then the baseband chip and there wasn't a lot of work on software since there wasn't that much in a phone of that era.......

  • SemiWiki:

    Celebrating 50 Billion ARM Powered Chips!
    by Daniel Nenni
    Published on 02-27-2014 10:00 AM

    In case you have not seen it yet there is a website named 50BillionChips where you can follow the journey of ARM. This goes quite well with the brief history of ARM we wrote last year in preparation for our book Fabless: The Transformation of the Semiconductor Industry. ARM was a big part of that transformation of course.......

  • On SemiWiki:

    Skate to where the mobile puck is headed
    by Don Dingee
    Published on 02-24-2014 03:00 PM

    Intel has reached into their bag of tricks and targeted Qualcomm dominance in two ways: announcing a category 6 LTE modem, and the 64-bit mobile application processor roadmap. In both cases, their problem is clear: they appear to be skating to where the puck is right now, not where it is headed......

  • 2014 Semiconductor Growth Could be 2X 2013 Rate
    by Bill Jewell
    Published on SemiWiki 02-21-2014 08:00 AM

    The fourth quarter 2013 semiconductor market declined 0.8% from the third quarter, according to World Semiconductor Trade Statistics (WSTS). Full year 2013 growth was 4.8%. Our most recent 2013 forecast at Semiconductor Intelligence was 6% in November 2013, based on expectations of positive growth in 4Q 2013. Who had the most accurate forecast for 2013 semiconductor growth? We compared publicly available forecasts for 2013 released in the few months prior to the January 2013 WSTS data release. The most accurate was IDC at 4.9%. Other close forecasts were WSTS and Gartner at 4.5% and Mike Cowan at 5.5%........

  • Reply to

    Brian Krzanich Does Reddit AMA

    by dnenni Feb 19, 2014 2:52 PM
    dnenni@ymail.com dnenni Feb 19, 2014 6:07 PM Flag

    I think Sanjay Jha was a better choice. It will be interesting to see what he does with GlobalFoundries and billions more from Abu Dhabi. Should be interesting.

  • Brian Krzanich Does Reddit AMA
    by Paul McLellan
    Published on 02-19-2014 11:03 AM

    Brian comes off very well, a little geeky. Unfortunately there are some noisy trolls but that is all part of the game. Nice picture too, but brown socks with a blue shirt?

  • Reply to

    muted 20nm foundry adoption

    by semi_equip_junkie Feb 12, 2014 1:04 PM
    dnenni@ymail.com dnenni Feb 14, 2014 5:09 PM Flag

    ashraf.eassa: Samsung is reusing the 20nm metal fabric for its "14nm" process.

    Is that what Intel PR told you?

    The companies that are designing to both TSMC and Samsung say different.

  • Reply to

    muted 20nm foundry adoption

    by semi_equip_junkie Feb 12, 2014 1:04 PM
    dnenni@ymail.com dnenni Feb 13, 2014 10:11 AM Flag

    20nm is going as planned. 14nm as you have read is not going as planned. Since TSMC used the same metal fabric for 20nm and 16nm it will go as planned. Samsung and Intel chose a more dense metal fabric for 14nm so it is a different plan all together. Intel is clearly struggling, no word on Samsung. Samsung struggled with 28nm so hopefully they learned a valuable lesson. We will know more in Q4 2014.

    Either way it will keep 2014 interesting and make for good blog fodder.

  • Reply to

    Intel postpones Broadwell

    by intel.justice Feb 13, 2014 9:27 AM
    dnenni@ymail.com dnenni Feb 13, 2014 9:47 AM Flag

    Intel 14nm Delayed Again?
    by Daniel Nenni
    Published on 02-12-2014 07:00 AM

    “People in the trenches are usually in touch with impending changes early” ― Andrew S. Grove, Only the Paranoid Survive

  • dnenni@ymail.com dnenni Feb 12, 2014 11:29 PM Flag

    Intel denied it last time as well (IDF) only to recant during the analyst meeting. Intel going into production does not mean they are not having yield problems. The proof will be in the financials. Look for more contra revenue.

  • Reply to

    muted 20nm foundry adoption

    by semi_equip_junkie Feb 12, 2014 1:04 PM
    dnenni@ymail.com dnenni Feb 12, 2014 7:50 PM Flag

    Meanwhile, back at the fabless semiconductor ecosystem, 20nm is yielding ahead of schedule so TSMC will see revenue this quarter versus next. I would put the chances of TSMC realizing their forecast of 20nm providing 10% of 2014 revenue as being very good. Given the more cautious approach TSMC took to FinFETs, 16nm is also on track with tape-outs happening now. If all goes as planned, 16nm will ramp in 2015 as 20nm does in 2014.

    TSMC expects 20nm to be 2% of Q1 2014 revenue so the ramp begins. Looking at the 28nm ramp, 20nm is expected to be 20-30% faster:

    28nm 2% Q4 2011
    28nm 5% Q1 2012
    28nm 7% Q2 2012
    28nm 13% Q3 2012

  • Reply to

    Intel, Apple Rumored to Cut Deal for Fab 42

    by wallisweaver Feb 12, 2014 11:09 AM
    dnenni@ymail.com dnenni Feb 12, 2014 12:20 PM Flag

    Apple is at TSMC and Samsung at 14nm, Intel at 10nm is certainly possible since they have a big fat empty $5B fab collecting dust. 10nm is years away so just hold your INTC stock until then and you should be okay.

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