Archive | Semiconductors RSS feed for this archive

The Importance of “Convergence” In Market and Industry Analysis


I came across this book during my most recent visit to the UBC Vancouver campus. As good as I think this book is at focusing attention, in workbook style, on the importance of market and industry analysis, there is an issue that I think is not adequately addressed by any model or theory: not Porter, not STEEP or SWAT. Convergence is the issue.

Continue Reading →

Hans Rosling Makes Visual Sense of Big Data Analytics


I started this post to make a relative mundane point for UBC Management students about the importance of making their presentations easily understandable, particularly when they involve lots of numbers or spreadsheet data. But after mulling over the post for a few days, I realized that this is a much bigger story.

Continue Reading →

IEEE Seminar, February 6th, 5PM, EME 1151


    IEEE Okanagan Subsection Presents Mr. David Mayes Faculty of Management, Global Internet Group, LLP Big Data, the Cloud, and Smart Mobile: Big Deal or Not? Time & Date: 5pm-6pm, February 6, 2013 Location: EME 1151, UBC Okanagan campus Talk Abstract: We are hearing regularly in the media about so-called “Big Data.” Is Big […]

Continue Reading →

Intel @ CES: Atom 7 Watt: All Day Battery Life, “Perceptivity” Computing, And More Consumer Products


Paul Ottelini, Intel CEO, CES Keynote Speaker 2013 http://gizmodo.com/5973896/intels-new-chips-everything-you-need-to-know-updating  Intel’s drive to dramatically reduce power consumption generally, and particularly traditional “leakage” or heat dissipation has enabled them to announce all-day battery life for many of Intel’s reference design phones, smartphones, tablets and ultrabooks, using the existing Ivy Bridge multi-core architecture.  Next generation processors are also […]

Continue Reading →

Gaming Market Case Study: NVIDIA To Go Vertical


This is getting messy..  NVIDIA announced yesterday at CES in Las Vegas, that it will market its own game console, which will compete directly with Sony, Microsoft, Nintendo, and for all intents and purposes, Google and Apple TV.  Does this sound to you, as it does to me, like a disaster in the making. Analysts […]

Continue Reading →

Strategic Inflection Points: A Case Study


In his book, Only The Paranoid Survive, Andy Grove, former CEO and Chairman of Intel describes a “strategic inflection point”  as being similar to the situation when a hiker on a trail suddenly realizes he is lost. The hiker doesn’t know when he became lost, but something has changed. The concept of strategic inflection points […]

Continue Reading →

Why Moore’s Law Keeps On Keepin’ On


Despite the encroaching reality of Angstrom’s of design rule measurement, somehow Gordon Moore’s Law and its wonderful vision keeps on keepin’ on. Moore’s Law, not a real law, but a great high tech rule of thumb that has worked for at least 40 years, continues to drive innovation in smartphones and tablet computing, and who knows […]

Continue Reading →

Memristor Breakthrough Promises Dramatic 99% Reduction In Energy


We are all indebted to Intel’s great scientist, Dov Frohman, for the development of the original “floating gate” technology, which made possible EPROM‘s, electronically programmable read only memories, and later E2PROM, electrically erasable and programmable memory, now known as “flash memory.”  As with Gordon Moore’s Law, physics has discovered the next generation of “flash”, which […]

Continue Reading →

Violin Plays Requiem for Hard Disk Drives


The much anticipated SSD (solid state drive) revolution appears to be building a head of steam… This very interesting article from Wired however, does not say much about the price/cost crossover, which is key.. It is likely that the architecture of data center servers enables use of SSD  (non-volatile flash memory), to speed performance without […]

Continue Reading →