The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More
There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.
To be clear, Nvidia is triangulating on the automotive… Read More
The TSMC 30th Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.
The… Read More
