10 Feb Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business

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Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes […]

20 Jan How Qualcomm Approaches Its Automotive Business, With $6.5B In Design Wins

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Qualcomm is a semiconductor company best known for its efforts in the realm of smartphone connectivity with its popular Snapdragon brand of modems, application processors and now RF. While smartphones are undoubtedly the company’s bread-and-butter, Qualcomm plays significantly in a number of other areas. A great example of this is its $6.5 billion (backlog) automotive […]

09 Jan Teardown Reveals Globalfoundries 22FDX Shipping In End Products Like Google’s 2nd Gen Nest Mini

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It has been a year since Globalfoundries made the strategic decision to focus on its FDX platform, FinFET, RF and low power technologies over the bleeding edge. I have never seen the company more energized and focused than it is now, and I believe the industry is genuinely relieved the “pivot” is working out as competition in […]

27 Dec Lattice Semiconductor Likely Maintains Its Low-Power FPGA Advantage Into 2021 With Lattice Nexus Platform And CrossLink-NX FPGAs

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I’ve been spending a lot of time watching Lattice Semiconductor lately. While it is not a new company (founded in 1983), it is a company newly refocused on the creation of lower power FPGAs after the installation of industry veteran Jim Anderson as CEO in September 2018. There’s been immense change at Lattice in terms […]

14 Nov Lattice Sampling CrossLinkPlus FPGAs For Embedded Vision Systems

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Lately I’ve been paying extra close attention to Lattice Semiconductor as I watch its rapidly improving focus and financials. In the past year, it installed respected AMD veteran Jim Anderson as CEO (along with a crack team of other FPGA industry veterans), and has really doubled down on its efforts to become the low power […]

23 Sep How Should We Rate Lattice Semiconductor CEO Jim Anderson After One Year?

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I spent over 20 years in “big tech,” most of those years as an executive, and I was always getting performance appraisals from the CEO, formally or informally. As a tech industry analyst, I get to give the CEO performance appraisals, which can be a lot of fun, especially when the performance is good. After […]

31 Jul Lattice’s New MachXO3D Security FPGA And Updated sensAI Look Compelling

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At the end of May, I had the opportunity to attend Lattice Semiconductor’s financial analyst day at NASDAQ MarketSitein New York City. I am not a financial analyst, but an industry analyst, but financial analyst days are the best place to go to get the “skinny” on a company with the least amount of time. I […]

15 May ON Semiconductor And Globalfoundries Both Win With Its $430M Fab 10 Deal

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Last month, ON Semiconductor and Globalfoundries announced a $430 million agreement to transfer ownership of Globalfoundries 300mm Fab 10 in East Fishkill, New York, to ON Semiconductor. While the deal is still pending regulatory approval and closing conditions, I wanted to give my quick take on the news. The deal The transition of ownership of […]

10 Jan Initial CES 2019 Observations: Patrick Moorhead

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I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. […]

10 Jan Moor Insights & Strategy Analyst Coverage At CES 2019

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Columns/Reports: Dell’s Service AI Integration: A Hidden Gem At CES 2019, by Patrick Moorhead Lenovo Boosts Legion Gaming Line At CES 2019, by Anshel Sag Amazon Extends Its Smart Home Lead Over Google With Keyless Options At CES 2019, by Patrick Moorhead Intel Demonstrates New Technology And Fab Progress At CES 2019, by Patrick Moorhead […]

06 Jan ON Semiconductor Unveils Automated Developer Tool Ahead Of CES 2019

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If you follow my writing on Forbes, you know I’ve been tracking ON Semiconductor much more closely this past year. The company, through acquisitions and organic growth, has become a much more relevant company for me to track. I’ve written on the company’s inroads in the automotive and self-driving car space (you can read here and here), and […]

28 Aug Intel Had One Thing To Accomplish At Its Data-Centric Summit, So How’d It Work Out?

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Intel’s Lisa Spellman kicks off its Data Centric Innovation Summit in Santa Clara.     PATRICK MOORHEAD I had the opportunity of attending Intel’s “Data-Centric” Innovation (DCI) Summit last week with a small group of industry analysts, financial analysts, and press and wanted to share with you my quick thoughts. This event seemed a bit financial-analyst […]

29 May How Semiconductor Manufacturers Can Drive The Next Phase of Cryptomining

Bitcoin and other cryptocurrencies have been going through cycles of boom and bust over the past few years with the most recent run seeing Bitcoin’s price going as high as $19,000. Today, the price hovers around $7,100 which while not as high as $19,000 is still significantly higher than it was only a year ago […]

05 Mar 5G Won’t Happen Without National Instruments Test And Measurement Equipment

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As anyone even tangentially related to the mobile space knows, Mobile World Congress took place last week in Barcelona, Spain. My firm, Moor Insights & Strategy, had two analysts attend, Anshel Sag (mobile devices and tech) and Will Townsend (carrier equipment and datacenter networking). The premier mobile tech conference, MWC, offers a chance for carriers […]

04 Mar Does Anyone Other Than A Few On Wall Street Want The Qualcomm – Broadcom Deal To Go Through?

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Source: Qualcomm On Tuesday, Qualcomm investors will decide the fate of the Broadcom-Qualcomm deal.  After very careful analysis and consideration, I do not like this deal, as I believe it would result in the destruction of both Qualcomm and Broadcom, would slow down 5G deployment and future “Gs”, and would limit competition in many markets. As […]

27 Feb Qualcomm Raises Wireless Stakes With Full 5G Modules And More RF Offerings

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Just when we all thought Qualcomm had made all of its Mobile World Congress 2018 announcements last week, the company pulled a few more rabbits out of its hat today, this time, related to full 5G turnkey digital, analog, and processor modules and even more RF expansion. While the digital 4G LTE and 5G modems […]

22 Feb 5G Set To Massively Boost IT Infrastructure Spending Of $326B By 2025

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(Moor Insights & Strategy Copyright 2018) $326B IT investment attributed to 5G by 2025 Everyone is talking about the massive implications for 5G on various industries and how the technology is poised to disrupt the way we do many things. Many of these innovations and fundamental changes to cellular networks and device connectivity come from […]

22 Feb Intel Expands Its 5G Ecosystem With Dell, HP, Lenovo PCs And Spreadtrum Alliance

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Intel leads the industry in end to end 5G. The closer the industry gets to shipping 5G, the bigger the war is heating up between the biggest players in the industry and Intel is without a doubt right in the thick of it. Everyone is already familiar with Intel’s recent efforts to deliver drones and […]

11 Jul Intel’s New Xeon Scalable Processors Are Its Broadest Datacenter And Carrier Play Yet

Intel is a giant in the in the server chip space commanding 99% market share, and in compute for the data plane of datacenter storage and networking, 50 to 75% share. This may lead some to believe the company’s datacenter growth prospects are dim. Not so fast. First off, cloud, HPC and AI are growing […]

10 Jul Baidu Adds Momentum To NVIDIA’s Lead In AI

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It is not much of an exaggeration to say that Artificial Intelligence (AI), in its present form, would not be possible without NVIDIA GPUs. NVIDIA has enjoyed near-universal support from some of the largest adopters of Machine Learning technology, as NVIDIA’s speedy GPUs accelerate the training and use of the Deep Neural Networks that enable […]