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Cincinnatus

Cincinnatus
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  • NY Post: Intel nears $15B deal for Altera [View news story]
    I think this conjecture with respect to mobile SoCs is interesting in regards to Intel, FPGAs, and mobile. Again just one of many applications for cpu+fpga hybrids.

    http://tinyurl.com/qgx...

    "Well prototyping is traditional area, where FPGAs are used extensively. With power consumption dropping to low levels in deep-node FPGAs, a fabric of FPGA can get into mobile SoC itself to help mobile phone developers to custom design phones and add extra layer of security. Also with the on-chip FPGA, mobile phone designers can reprogram the chip for any emerging video processing and new standards of interface without physically redesigning either chip/board."
    May 29, 2015. 01:16 PM | 2 Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera [View news story]
    "I once had respect for Kryzanich - but no longer."

    I'd blame Otellini as much as Krzanich.
    May 29, 2015. 01:05 PM | Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera [View news story]
    Intel Security (McAfee) has so many tentacles into Intel products it's impossible to list them all. Sure there's no single P&L line item one can point to, but that's no more relevant than attempting to judge the Software & Solutions Group by that metric.

    Some saw Intel's strategic FPGA angle five years ago. I've been saying for a long time these are not, and never were intended to be, general purpose foundry deals.
    http://tinyurl.com/oop...

    The applications here are many, and again it's not going to be where you're going to see a separate FPGA P&L line item.
    http://seekingalpha.co...
    http://seekingalpha.co...

    The "Quick Assist" slides from 2007 indicate this has been in the works for a long time.
    http://tinyurl.com/o5u...
    May 29, 2015. 01:05 PM | 3 Likes Like |Link to Comment
  • Intel Adds Momentum To Servers: The Growth Story Is Not Over [View article]
    I think you're too optimistic. There's still a lot of milking of 14nm to be done. Intel is keeping 10nm very close to the vest. Too much too give away. I hope they keep it secret until devices are near release.

    http://tinyurl.com/kpn...
    May 29, 2015. 11:39 AM | Likes Like |Link to Comment
  • Intel: Samsung Is Working On A Tablet With An Atom X5 Processor And 4GB Of RAM [View article]
    Elisha, no need to keep secrets. If all one has to do to get this info is attend IDF it's already common knowledge anyway.

    I'd rather have you tell me what's the fair market value of a flying unicorn. I'd like one of those but don't want to overpay.
    May 28, 2015. 07:20 PM | 2 Likes Like |Link to Comment
  • Intel: Samsung Is Working On A Tablet With An Atom X5 Processor And 4GB Of RAM [View article]
    "I assume you go to all the IDF's and meet with Intel people, right?"

    Right, and all the Intel employees are there providing anyone who asks info that can get them terminated and prosecuted.

    I think you missed the part about 99.99999% of employees wouldn't even have access to this classified info.
    May 28, 2015. 03:31 PM | Likes Like |Link to Comment
  • Intel: Samsung Is Working On A Tablet With An Atom X5 Processor And 4GB Of RAM [View article]
    "They will not deny this when asked (privately). "

    Here's what they said. I think it was on the Q1 conf call. It shows the Broadwell (14nm) cost curve compared to the two prior 22nm generations.

    http://bit.ly/1FiXc30

    I don't even know how one asks "privately". If you walk up to a security desk do you simply whisper the question to the guard and he whispers the answer back?

    Some of the stuff that appears on SA.
    May 28, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Intel: Samsung Is Working On A Tablet With An Atom X5 Processor And 4GB Of RAM [View article]
    "They will not deny this when asked (privately). "

    Elisha come on. Stick to facts. Enough of this bs. Even 99.9999% of Intel employees don't know this, and wouldn't get an answer if they asked. You know the phrase, "if you have to ask, you can't afford it". Well here it's similar as in "if you were meant to know it you'd be told without asking."
    May 28, 2015. 12:37 PM | Likes Like |Link to Comment
  • Intel: Samsung Is Working On A Tablet With An Atom X5 Processor And 4GB Of RAM [View article]
    I think the $1B is about right. Intel estimated they would reduce that by about $800 million in 2015.
    May 28, 2015. 12:30 PM | Likes Like |Link to Comment
  • Apple reportedly wants to offer local TV; Slice estimates U.S. Watch sales [View news story]
    "The APple Watch is a huge hit, but there has been too much demand to supply during the initial three months of the launch."

    bjn, numerous sources say production issues are the problem, not demand. It's not surprising that the sales dropped off after the first day. This seems like a product that would appeal to the core of the Cult.

    http://bit.ly/1JKhYxO

    http://bit.ly/1FiL8id
    May 28, 2015. 11:17 AM | Likes Like |Link to Comment
  • Report: Apple prepping 12" iPads, dual-app viewing, multi-user login [View news story]
    The best part is the remote off switch feature. Businesses love it.

    http://onforb.es/1BpejP1

    Scary to think airline pilots are depending upon iPads.
    May 27, 2015. 11:51 AM | Likes Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    David, when it comes to multi-patterning you want to be the last to resort to it and you want to make it count when you do because it adds significant cost. It's not the only way to get higher density and lower power as Intel showed when they introduced their 22nm FinFET. Take a look at the power consumption of the Qualcomm Snapdragon 810 and it's clear double-patterning is no magic cure and is simply one factor among many.

    Intel's numbers for double-patterning are 70, 52, and 3640, for gate pitch, Metal 1 pitch, and GP * M1P, respectively.

    TSMC's numbers for double-patterning are 90, 64, and 5760.

    The lower Intel numbers are better.

    It gets worse going forward. The foundries' 10nm node is comparable to Intel's current 14nm and they're going to have to resort to quad-patterning to get there - at least TSMC has stated so and I'm pretty sure Samsung is in the same boat. So Intel got great results with double-patterning but the foundries need quad-patterning.
    http://ubm.io/1HLph9h

    Intel won't use quad-patterning until their true 10nm node.

    Apple and Qualcomm are going to love these costly transistors. Maybe they'll start using it in marketing campaigns. "Our transistors are the most expensive you can buy!". LOL
    May 27, 2015. 11:10 AM | Likes Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    "You would know that Intel's use of double pattering (or more exactly SADP) was limited to the FEOL at 22nm, similar to TSMCs usage at 28nm. Double pattering for greater density BEOL/metal was first applied by TSMC, Samsung and Globalfoundries at 20nm, then, later by Intel at 14nm."

    David, I think you misunderstood. I'm all for TSMC leading on multi-patterning because it means their costs continue to rise. Multi-patterning isn't desirable. I think you missed that.
    May 26, 2015. 04:00 PM | Likes Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    "20nm planar is bringing at least 5B$/yr. to TSMC's top line."

    David, one last thing here. Again that's a made up number, as well as saying nothing about what they're actually making.

    TSMC reported 9% of revenue last year was 20nm, which on $25B is $2.25B for all of 2014, not $5B. For 2015 they just revised down the expectation to mid-teens so if we say 15% then they'd need $33B in revenue this year. The revenue estimate on Yahoo Finance is for $27.55B so based on that you have maybe $6.3 to $6.5B over two years. No where near the $10B you're claiming and they're likely not making any money on 20nm after cap ex and operating costs.

    However the issue here is not TSMC, it's the fabless industry. They can't survive if all that's cost effective is a few high-end smartphone skus. Not even Qualcomm can survive on that, and Mediatek, Rockchip, Nvidia, AMD etc. certainly can't.
    May 26, 2015. 03:45 PM | Likes Like |Link to Comment
  • How Apple Can Meet The Intel SoFIA Challenge And Cut Its Ties To Qualcomm [View article]
    "And Intel is till the latecomer to double patterning for the BEOL. And that's where most of the density improvement comes from."

    David, it's amazing how you spin engineering weakness into strength.

    http://bit.ly/12c2OsI
    "The big-picture takeaway from TSMC’s announcement is that while double patterning is already in use at 28nm, it’s going to be significantly more important at 20nm. Driving up the number of manufacturing steps per wafer slows down total production and increases cost, both in terms of wafers per hour and the additional tools required for the double patterning.

    GlobalFoundries is also making greater use of double patterning at 20nm. Intel, meanwhile, uses the technique to a limited degree at 22nm, but has avoided the need to adopt it as widely. Chipzilla is expected to adopt double-patterning at 14nm, with TSMC and GF bringing FinFET to market sometime in 2016. Long term, everyone is hoping to get extreme ultraviolet (EUV) lithography off the ground, for reasons that this next graph makes obvious."

    Intel didn't do double patterning because it's not what you want to do if you don't need to. It's about cost, cost, cost.
    May 26, 2015. 02:05 PM | Likes Like |Link to Comment
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