Archive for March, 2012

Intel Leaves WSTS: Is It Really a Big Deal?

Tuesday, March 6th, 2012

This week Intel confirmed that it has left the WSTS organization and, as such, will not be participating in the industry monthly data collection. Additionally, AMD pulled out of WSTS late last year. These are two significant players whose information will not be part of the official survey results.
Is this really a big deal?
It is [...]

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Capex Disconnect

Tuesday, March 6th, 2012

Most semiconductor companies have completed their 4th quarter 2011 earnings calls and announced their capital expenditure budgets for 2012.  Current capex plans indicate a weaker spending year for the industry compared to 2011.  Based on current announced plans, capex spending would fall 4.5% to $59.8 billion in 2012.  Semico believes some companies may be miscalculating [...]

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Robots get a little scarier

Monday, March 5th, 2012

If you’ve been following the robot arena, it all started with an innocent looking robot to learn how to flip pancakes.

And then scientists taught the robots to limbo.

But now, they’ve broken another speed record (by robot standards) that makes the future a terrifying place.

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