Lip-Bu Tan made it very clear on his most recent call that Intel will not continue to invest in leading edge semiconductor manufacturing solo. Lip-Bu is intimately familiar with TSMC and that is the collaborative business model he envisions for Intel Foundry. I support this 100%. Intel and Samsung have tried to compete head-to-head… Read More
– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?
We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.
For us in the industry, the 13-week financial … Read More
“I think we’ll be better than human by the end of the year.” – Elon Musk, CEO, Tesla
Parsing the impact of the latest Tesla earnings call featuring CEO Elon Musk has become an eerie out-of-body experience. The comments of the CEO are simultaneously assessed in real time and in retrospect as they are being spoken. It is automotive… Read More
When it comes to competing with Elon Musk’s Tesla the automotive industry is, in many ways, its own worst enemy. For more than two decades the auto industry – in the U.S. and E.U. – has struggled to bring vehicle-to-vehicle communication technology to market – first as dedicated short range communications… Read More
Some things just really rile me up. Mark Zuckerberg testifying before Congress. Bernie Madoff explaining his investment strategy. Elon Musk inveighing against restrictions on free speech. But there is a new candidate for boiling my blood – word of a potential merger of vehicle data aggregators Wejo and Otonomo.
These two… Read More
The hand-wringing over Elon Musk’s takeover of Twitter began in earnest, Friday, as General Motors announced it would suspend advertising on the platform. Ford Motor Company, too, said it would take a step back.
The news of Musk’s completion of his Twitter acquisition completely eclipsed Mobileye’s hugely successful… Read More
-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important
Micron capped off an otherwise… Read More
For some reason the obsession with robotaxis persists throughout the world and throughout the transportation industry. The collective conventional wisdom appears to be that getting rid of the human drivers of taxis and letting these vehicles freely operate presumably around the clock will save money and the environment.… Read More
For Tesla, 2021 was an amazing year. A blindspot looms in 2022.
Critics cheered the National Highway Traffic Safety Administration for opening multiple investigations into fatal and near fatal Tesla crashes. Legislators decried the de facto beta testing of Tesla’s Full Self-Driving beta on public roads. And in December,… Read More
