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WCW III: World Chip War III


After something of a long hiatus, we have an emerging epic World Chip War Three, which is being fought over “CODECS,” and related chips which power our smartphones. Not that the semiconductor industry hasn’t been innovating and evolving, but this is something much bigger. Today’s news about Broadcom’s bid for Qualcomm omits the other crucial player in this new War of Titans, Intel, which has risen from earlier ignominious failures to become the third player in WCW III.

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Google’s Quantum Dream May Be Just Around The Corner


In 1981, Richard Feynman, probably the most famous physicist of his time asked the question: “Can we simulate physics on a computer?” At the time the answer was “theoretically yes,” but practically not at that time. Today, we may be on the verge of answering “yes” in practice to Feynman’s original question. Quantum computers operate in such a strange way and are so radically different from today’s computers that it requires some understanding of quantum mechanics and bizarre properties like “quantum entanglement.” Quantum computers are in a realm orders of magnitude beyond today’s supercomputers and their application in specific computational problems like cryptography, Big Data analysis, computational fluid dynamics (CFD), and sub-atomic physics will change our World. Canadian quantum computing company, D-Wave Systems has been at the center of Google’s efforts to pioneer this technology.

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D-Wave Quantum Machine Tested by NASA and Google Shows Promise


Researchers from Google’s AI Lab say a controversial quantum machine that it and NASA have been testing since 2013 resoundingly beat a conventional computer in a series of tests. Source: Controversial Quantum Machine Tested by NASA and Google Shows Promise | MIT Technology Review Google Says It Has Proved Its Controversial Quantum Computer Really Works […]

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Moore’s Law at 50: At Least A Decade More To Go And Why That’s Important


Gordon Moore, now 86, is still spry and still given to the dry sense of humor for which he has always been known. In an Intel interview this year he said that he had Googled “Moore’s Law” and “Murphy’s Law,” and Moore’s beat Murphy’s by two to one,” demonstrating how ubiquitous is the usage of Dr. Moore’s observation. This week we are commemorating the 50th anniversary of the April 19, 1965 issue of Electronics magazine, in which Dr. Moore first described his vision of doubling the number of transistors on a chip every year or so.

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What are the historical shrines of Silicon Valley?


The answers to this question make a great tour of Silicon Valley history. I added my own answer: the historic bronze plaque commemorating Bob Noyce’s invention of the integrated circuit. It is outside the front of the old Fairchild Semiconductor building, at the corner of Ararstradero Road and Charleston Road, and is almost completely forgotten. Probably the most important invention in our generation. Like so much of Silicon Valley, it is very difficult to easily visit the most important sites or get any sense of their significance. But this list is very good. The historical significance of some of these places will be instantly obvious, others less so. They are all important, so it’s your homework assignment.

i.e. the places of great historical significance to the technology industry … HP Garage, Googleplex, Shockley Semiconductor office, etc.

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Industry Analysis: Two Year Semiconductor Industry Portfolio Returns Nearly 33%


Students of Industry Analysis may be interested in this. For my January 2012 Industry Analysis course focused on the semiconductor industry, I set up an imaginary portfolio, using only industry analysis macro information. My Wall Street Journal portfolio of 13 semiconductor companies, covered a wide range of application markets. I would NOT recommend this as a serious portfolio strategy due to the highly cyclical and volatile nature of this industry. However, my overall gain over 2 years has been 32.87%. The top gainer, Micron Technologies (296.73%), lost its CEO in a plane crash after I invested but obviously recovered. The other two top gainers, ARM (112.70%), and Texas Instruments (56.71%) are both heavily involved in wireless communication chips.

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Much Better Battery Technology As A Big Idea


Recently there have been a number of reports that Apple’s release of its new operating system, iO7, had caused unexpected problems for battery life in most older iPhones. Another way of saying this, is what a mobile phone salesman at The Waterfront, in downtown Vancouver said to me, “Everybody wants there phones to do too much stuff!” His comment came after I had bought one of the new external batter boosters for my smartphone. An entirely new accessory market has opened up, selling extended battery life for you phone, when you are not able to use your charger. This is not a real or long term solution. As many of my students know, battery life and heat dissipation on the microchips are among the most important areas of technology research today. It is also worth noting that this problem has also led to advances in the Universal Serial Bus (USB) architecture which are also likely to help address the problem of power and energy efficiency technology devices..

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How two-thirds of my students never showed up, but half of them passed


How two-thirds of my students never showed up, but half of them passed By Owen Youngman 6 hours ago Owen Youngman is the Knight Chair in digital media strategy at Northwestern University’s Medill School. He was an editor and executive at the Chicago Tribune. Taking attendance gives you the denominator. Reuters/Kim Hong-Ji My first massively open online […]

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Speedy qubits lead the quantum evolution


Originally posted on Gigaom:
There are a few defining moments of innovation that we can point to that changed the future. Quantum computing may be that next big moment. “Computationally, quantum computing is the equivalent of the Wright Brothers at Kitty Hawk,” said Greg Tallant, the program manager at Lockheed Martin. Nearly everything around us, from…

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New Global Mega Industry Battle Developing in the Internet of Everything


It has dawned on me that an entirely new Mega Multidimensional War of Titans is developing, entirely separate and distinct from the mobile smartphone Multidimensional Mega War of Titans. In many ways this new industry war may be more strategic, larger and more valuable than the smart phone war. The emerging new battleground is the Mega Global War of the Internet of Everything. The global players in this newly developing war are well known names in high technology: ARM, Broadcom, Cisco Systems, Intel, and Qualcomm, not to mention a new class of players like The Zigbee Alliance, Honeywell and a host of others. A number of small Canadian companies are also in the thick of this.

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