It’s been a while since I’ve seen a Consumer arena now drives IC demand (and performance) article. In the One More Sign Chip Startups Are Screwed – GigaOM Stacey comments on how ‘IBM is developing “Cell Processor” for gaming first and then for high-end-computing’. Makes sense to me.
I wrote about this trend in the Comm-Semi space here CommSemi Nightmares — 802.3 L3+ chips are just “a backplane device” The gist is that telecom hardware vendors will use all the consumer developed silicon they can before they use telecom developed silicon. Yes, Telecom is a grey market for consumer ICs.