GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?

GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?
by Robert Maire on 08-29-2019 at 10:00 am

Image RemovedSurrogate Wars
Is GloFo using the trade war as an excuse?
Does TSMC get lumped in with China on trade?
Does this alienate TSMC into China’s embrace?

Much like Vietnam and Korea before it, there have been a number of “surrogate” wars between the US and China as well as many other wars between the US and… Read More


AI Chip Landscape and Observations

AI Chip Landscape and Observations
by Shan Tang on 07-14-2019 at 8:00 am

It’s been more than two years since I started the AI chip list. We saw a lot of news about AI chips from tech giants, IC/IP vendors and a huge number of startups. Now I have a new “AI Chip Landscape” infographic and dozens of AI chip related articles (in Chinses, sorry about that :p).

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At this moment,… Read More


Apple as Apex of chip industry portends weaker 2019

Apple as Apex of chip industry portends weaker 2019
by Robert Maire on 01-04-2019 at 7:00 am

Image RemovedOn the first day of trading in the new year Apple just announced, after the close, that revenues will be lower than previously expected coming in at $84B versus the expected range of $89B to $93B and analyst estimates of the current quarter at $91.5B. Ugly….. The blame was laid squarely on China as slowing sales… Read More


Forget the Saudis: Apple or Google should acquire Tesla

Forget the Saudis: Apple or Google should acquire Tesla
by Vivek Wadhwa on 09-02-2018 at 7:00 am

Image RemovedSteve Jobs wanted to build an electric car as far back as 2008. In 2014, Tim Cook reportedly funded the project. To date, though, Apple has had little to show for it, and the rumors are that its electric vehicle will launch as late as 2025— long after such things become common commodities. Google has already had self-drivingRead More


Apple and China to kill Intellectual Property?

Apple and China to kill Intellectual Property?
by Eric Esteve on 06-18-2018 at 12:00 pm

The recent (since 2016) news about Apple, China, FTC and other organizations positioning in respect with IP are concerning, as it seems indicating that Intellectual Property in general (Design IP and Technology IP) is at risk. Let’s consider several facts through different cases, involving ARM, Qualcomm, Imagination Technologies… Read More


Samsung is Starting 7nm Production with EUV in June

Samsung is Starting 7nm Production with EUV in June
by Scotten Jones on 04-16-2018 at 12:00 pm

There is a report in the Seoul Economic Daily that Samsung has completed development of their 7nm process using EUV and that production will begin in June. What is claimed in the report is:

  • The process is installed in the Hwaseong S3 Fab
  • Samsung has more than 10 EUV systems installed
  • Production starts in June with Qualcomm, Xilinx,
Read More

Qualcomm’s New Spectra ISP and Camera Modules Enable Nextgen AR

Qualcomm’s New Spectra ISP and Camera Modules Enable Nextgen AR
by Patrick Moorhead on 01-03-2018 at 12:00 pm

Image RemovedThe mobile VR and AR space has been evolving rapidly, with many different players innovating in recent months. Companies like Apple and Google have been innovating on the software and hardware front, but others have been working diligently to support some of these efforts as well. One of those companies is QualcommRead More


Deal Struck for Sale of Toshiba NAND to Bain Apple and Others

Deal Struck for Sale of Toshiba NAND to Bain Apple and Others
by Robert Maire on 10-01-2017 at 12:00 pm

Image RemovedWhat does it mean for the skyrocketing memory sector? In a last minute plot twist, Bain capital appears to be the winner in the auction of the Toshiba memory unit. The Bain consortium includes a strange cast of characters including Apple, Dell, Seagate, Kingston Technology, Innovation Network Corp of Japan and Development… Read More


Smart Speakers: The Next Big Thing, Right Now

Smart Speakers: The Next Big Thing, Right Now
by Bernard Murphy on 08-17-2017 at 7:00 am

There are many “next big thing” possibilities these days in tech but mostly behind the scenes; few are front and center for us as consumers. That is until smart speakers started taking off, led by Amazon Echo/Dot and Google Home. The intriguing thing about this technology is our ability to control stuff without needing to type/tap/click… Read More