Will/should others follow?
TSMC vs Intel impact?
Moving Apple’s supply chain further overseas
Apples move to self served silicon was no surprise…..
It has been speculated for years and we have talked about it many times. It makes more sense for Apple to have silicon, custom designed for their applications and products… Read More
-Could GloFo come back?
-TSMC or Intel or both or neither?
–Samsung would be a long shot?
–Perhaps Apple could convince TSMC?
The Wall Street Journal put out an article that detailed what we had indicated in our newsletter 10 days ago, that the US government is looking at getting a US based foundry to protect our interests… Read More
Last-level cache seemed to me like one of those, yeah I get it, but sort of obscure technical corners that only uber-geek cache specialists would care about. Then I stumbled on an AnandTech review on the iPhone 11 Pro and Max and started to understand that this contributes to more than just engineering satisfaction.
A brief… Read More
-Short term Covid19 impact is primarily logistics related
-Longer term impact is more systemic/demand driven
-Impact will wind through supply chain over several qtrs
-Other issues, such as trade, remain an overhang
Short term versus long term in the semiconductor industry
The stocks declines over the last months seem to indicate… Read More
In a week where the new coronavirus and it’s impact has dominated the news, here is my weekly summary of the key semiconductor and technology news from around the world that you should know but may have missed.
The new coronavirus in China and worldwide is already causing an impact for the electronics supply chain, potentially affecting… Read More
Tesla Motors did it again. In September of 2019 Tesla launched its “Software Version 10.0,” a software update targeted primarily at in-vehicle infotainment systems. Principal among the extensive menu of updates was something called “Tesla Theater” which added streaming video content sources including Netflix, Hulu, Youtube,… Read More
Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More
Is there more downside than upside in stocks?
Entering a seasonally weak period, then what?
Does China trade come back to haunt industry?
Cycle is past the bottom-But what kind of up cycle?
The most recent up cycle in the industry was a huge one, driven by a huge spend on NAND as SSD’s sucked up infinite number of devices. DRAM … Read More
- Its “Complicated”- A 3 way Chip Relationship
- Competing for Wafers, Moore’s Law & Love
- Who’s Competing with Whom?
- All’s Fair
The 3 way relationship is more complex than it seems
On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making them for AMD. But… Read More
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 Russia using… Read More