tag: Apple

Big Acquisitions, Big Changes
By Ed Sperling - 09 Apr, 2015 - Comments: 0

Rumors swirling about Intel's romance with Altera—this has been off-again, on-again, and now apparently off-again, for the better part of a decade—coupled with Apple's decision to shift A9 APU production to Samsung and away from TSMC, NXP's pending acquisition of Freescale, along with the Chinese' government's massive semiconductor investment fund, all add up to some massive shifts under wa... » read more

Making It Differently
By Ed Sperling - 02 Apr, 2015 - Comments: 0

Anyone who hasn't bought into the IoT/E as a fundamental shift in electronics should check out what's happening in China. All appliances and electronics being developed for the home market are now being sold as smart-ready. This is a market that comprises roughly one-fifth (19.4% to be exact) of the world's population. In the future, whether or not you hook up a new washing machine or TV to ... » read more

Will Wearables Work Well Enough?
By Ed Sperling - 02 Apr, 2015 - Comments: 0

By Ed Sperling & Ann Steffora Mutschler The rollout of the Apple Watch later this month has reset expectations for the wearable electronics market, just as early implementations of the Pebble, Fitbit and Google Glass helped raise awareness about a new level of portability and connectivity. Early projections are for strong sales, which in turn will propel a new level of connectedness for the ... » read more

Wireless Technologies For The IoE
By Ernest Worthman - 02 Apr, 2015 - Comments: 0

It's generally understood the [getkc id="76" kc_name="Internet of Everything"] eventually will be the interconnect platform of all things, wireless and wireline. The utopian scenario is to have a common platform, with standardized protocols, which everyone builds to. Will that happen? Perhaps, but for a time, especially while the IoE evolves, that won’t be the case. Count on the early IoE bei... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 27 Mar, 2015 - Comments: 0

Intel is in talks to buy Altera, according to The Wall Street Journal. If a deal is reached, Intel would enter the FPGA market amid a slowdown in its core processors business. Intel would also secure its largest foundry customer in Altera. For years, Altera’s sole foundry was TSMC. Then, not long ago, Altera selected Intel as its foundry partner for 14nm. TSMC still handles 20nm and above wor... » read more

Fab Capacity Shortages
By Ed Sperling - 19 Mar, 2015 - Comments: 0

Planning fab capacity is a little like parachuting out of an airplane. Your chances of getting hurt are 50-50 every time you jump, and past experience doesn't necessarily make it safer the next time. At the leading edge, there is debate about just how much capacity should be added at 16/14nm, or whether the lion's share of that investment should go to 10nm or even 7nm. At least part of the d... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 13 Mar, 2015 - Comments: 0

Look out below! Intel has lowered its first-quarter revenue outlook. The company now expects first-quarter revenue to be $12.8 billion, plus or minus $300 million, compared to the previous expectation of $13.7 billion, plus or minus $500 million. “Intel may be experiencing greater-than-expected seasonal declines in both notebooks and desktops,” said Doug Freedman, an analyst with RBC Capita... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 27 Feb, 2015 - Comments: 0

At the SPIE Advanced Lithography conference in San Jose, Calif., there were several takeaways. First, the battle for lithography share is heating up at Intel. “We believe Nikon still holds a decent position at Intel, but with ASML gaining some share at 10nm. Nikon could regain some share with its new platform at 7nm, in our view, but it is early to tell. We believe Nikon has improved its posi... » read more

Obsolescence Isn’t Always Good
By Ed Sperling - 26 Feb, 2015 - Comments: 2

One of the main reasons smartphones are pervasive around the globe is that their cost is subsidized. They can be replaced every couple of years with minimal pain as designs get slicker, more energy-efficient, and new features are added such as better screens or better performance. That works particularly well when a consumer's out-of-pocket expenses after trading in an older model are basically... » read more

The Week In Review: Manufacturing
By Mark LaPedus - 13 Feb, 2015 - Comments: 0

First Solar announced that Apple has committed $848 million for clean energy from First Solar’s California Flats Solar Project in Monterey County, Calif. Apple will receive electricity from 130 megawatts (MW) AC of the solar project under a 25-year power purchase agreement (PPA), the largest agreement in the industry to provide clean energy to a commercial end user. Applied Materials repor... » read more

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