Can Intel Catch Samsung? Can Anybody Catch Samsung?
As a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission. I didn’t actually pay to attend of course since I’m an internationally recognized industry expert and soon to be bestselling co-author of “Fabless: The Transition of the Semiconductor Industry”. But I am certainly glad I left my Lazyboy Command Center and made the drive to Silicon Valley, absolutely.
First let’s look at Kurt. We are friends so I’m a bit biased but his credentials are very impressive. He started with a BS in Aeronautical engineering from the Air Force Academy followed by 6 years as a Navigator and Electronic Warfare Officer, Special Operations Forces. During that time Kurt was decorated for courage under fire and outstanding combat leadership after successful missions in Bosnia-Herzegovina, Iraq, and Haiti. He followed that with an MBA from MIT plus stints with Intel, TI and related technology start-ups. Recently, his current employer (Arteris) was purchased by Qualcomm for an obscene amount of money. So yes, Kurt is definitely someone you want to listen too.
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