My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
Will Nvidia be overtaken by the new AI players?
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More







The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival