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
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
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 electric… Read More
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
TSMC warns soft phone/crypto & flat capex!
Does this impact DRAM?
Can Intel keep Apple?
We love Tesla (Model 3)!… Read More
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
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 support… Read More
What 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 Bank… Read More
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
I’m writing this from the Boston airport on my way home from four straight weeks of PIC (photonic integrated circuit) related travel. It’s been a grueling but very rewarding four weeks and the big take away from this month is that there are now many more signs in the market that integrated photonics is reaching a real tipping point.… Read More