Could TSMC’s spend be part of the seasonal pattern?

Could TSMC’s spend be part of the seasonal pattern?
by Robert Maire on 11-25-2019 at 5:00 am

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


AMD Intel TSMC menage a trois and the trouble with trouples

AMD Intel TSMC menage a trois and the trouble with trouples
by Robert Maire on 11-01-2019 at 10:00 am

  • 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


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

Surrogate 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 Russia using… 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).

At this moment, I’d like… 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

On 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 and trade tensions… 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

Steve 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-driving electricRead 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

The 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 Qualcomm with their supportRead More