Category: Silicon
Posted Date:
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Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a few back-and-forths,…
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The Contortions of the Consumer Electronics Market
There was an interesting analysis from the awesome team at Chipworks (with a good analysis from Ars as well) out last week showing that Apple’s new A9 processor for its iOS devices…
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Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s operations there.…
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Fast Fashion in Chips? Mediatek beats Qualcomm
The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of another in…
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What is the Internet of Things? – Some Rough Math
I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a fair amount…
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Here are 12 chip companies that will probably get bought in the next few years
In my continuing series of listicles, I wanted to follow up my note from last week about the acquirors in semis, with a piece today on the likely targets. The way I…
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The 5 Chip Companies Who Will Buy All the Others
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in January, Semiconductor…
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Jana Vs. Qualcomm – The Only Thing to Fear is Fear Itself
I had an odd conversation recently. Speaking to a friend at Qualcomm, he said that the management team there was really worried about Jana Partners’ activist attack on the company. That did…
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Activists Target Qualcomm – And Get it Half Right
Last week, activist fund Jana Partners published a letter calling on Qualcomm to take several steps to improve shareholder value. (I know I am late in writing about this, but I literally…
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MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm
One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and I know…
