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While writing the definitive book on ARM history we could not have imagined a more different exit than the SoftBank acquisition, not even close. It is now very clear why SoftBank acquired ARM for $31B. It is also very clear why alternatives like RISC-V are trending on SemiWiki and will continue to do so, absolutely. No matter what … Read More
When Nvidia changed its automotive market messaging from an infotainment-centered theme to autonomous driving two years ago – pronouncing the coming tidal wave of robotaxi development – it matched the almost identical epiphany reached by Intel years prior. Automotive infotainment is a low volume, low revenue… Read More
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Strong Overall Market Growth but a Slowdown Looms
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The semiconductor foundry business has gone through a dynamic transformation over the last 30 years. In the beginning the foundries were several process nodes behind the IDMs with little hope of catching up. Today the foundries are leading the process development race at 10nm – 7nm, and will continue to do so, absolutely.… Read More
Why benchmark competition enables breakthrough innovation in AI. Two years ago I inadvertently started a war. And I couldn’t be happier with the outcome. While wars fought on the battle field of human misery and death never have winners, this “war” is different. It is a competition of human ingenuity to create new technologies … Read More
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Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside