Latest from Tom Foremski
Car makers could learn from chip industry and unleash a wave of innovation
The single most important development in the chip industry was not a new technology it was a new business process. In 1987 Taiwan Semiconductor Manufacturing Company (TSMC) was formed, it was a chip company with a difference--it would make chips for other chip companies.
Is the chip industry rushing into over-capacity again?
Timothy Arcuri, a top chip analyst at Citigroup Investment Research raises a warning in a research note "Maybe Different This Time (But We Doubt It)." * The chip industry has added more mfg capacity in each of past 3 yrs than any yr in history except C2000.
Intel slide not over yet says AMD sales chief
I've been writing about a revitalized Intel (an SVW sponsor) and its bid to win back market share with its Core 2 Duo chips and an ambitious roadmap. My view has been that AMD has had the party all to itself with its low-power consuming high-performance Opteron server chips--and now the Empire Strikes Back, as was said by Nathan Brookwood, analyst at Insight64 and a top Intel watcher.
AMD/ATI merger is one of equal problems
Advanced Micro Devices bid to acquire Canadian based ATI Technologies is a risky strategy because both companies are facing the same issue: big, pricey, client-side chips in PCs and other devices are becoming less important, and less profitable than server-side chips.These two companies make very large, complex chips.
Intel looks ready to crash AMD's server market
On Monday, Intel presented its roadmap for its Opteron-killer chips, Xeon 5100 Series and explained why it will grab back any lost market share and stay ahead--this time.The chips are strategic to Intel (INTC) in keeping its dominance in lucrative server chip markets as data centers upgrade to computing systems using less electric power; this power issue is fast becoming the the single most limiting factor to expanding any computing facility.