We are in the midst of one of the most transformative periods for data center infrastructure. The explosion of AI, cloud-scale workloads, and hyperscale networking is forcing rapid innovation not only in compute and storage, but in the very fabric that connects them. At the recent Hot Chips conference, Pat Fleming gave a talk on… Read More
In an era dominated by artificial intelligence (AI), machine learning (ML), and high-performance computing (HPC), the demand for semiconductors that deliver high data throughput, low latency, and energy efficiency has never been greater. Traditional chip designs often struggle to keep pace with these requirements, leading… Read More
There is a lot of talk about where Intel went wrong, the latest is missing AI, but people seem to forget one of the more defining blunders in the history of Intel. In April of 2012 Kirk Skaugen, the new general manager of Intel’s client PC group, moderated a Q&A with Mark Bohr, a 33+ year Intel fellow, and Brad Heaney, the Ivy Bridge… Read More
“Most companies don’t die because they are wrong; most die because they don’t commit themselves. They fritter away their valuable resources while attempting to make a decision. The greatest danger is standing still.” Andy Grove’s Only the Paranoid Survive, first published in 1996.
Looking back 20 years, we all know this… Read More
A recent commentary from four former Intel board members argue that Intel should be split into two separate companies with separate CEOs and separate board of directors. Charlene Barshefsky, Reed Hundt, James Plummer, and David Yoffie wrote that Intel shareholders should insist on a split which would create a new, independent,… Read More
At a recent conference session on July 9, 2025, Prashant Varshney, head of the Silicon and Physics Industry Vertical for Microsoft’s Discovery and Quantum Division, unveiled the transformative potential of the Microsoft Discovery Platform. This innovative platform, announced at Microsoft’s Build event, aims to redefine… 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?
As I have said before, there is a foundry market segment that I call the “NOT TSMC” market, companies who want an alternative to TSMC. My guess, this would be a $5B+ market which is what Samsung Foundry has tried to leverage for the past 20 years. Unfortunately, working with Samsung proved to be a much higher risk than expected… Read More
Intel’s historical dominance in semiconductor process technology began to erode around 2018, as competitors started delivering higher performance at smaller nodes. In response, Intel is now doubling down on innovation across two fronts: advanced process nodes such as Intel 18A and 14A, and cutting-edge packaging technologies.… Read More
President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More
