Peak Custom?
Have we reached the high water mark of custom silicon? Probably not, but we can probably see it from here.
Sparklink – The Biggest Wireless Standard You Have Never Heard About
We imagine that most readers here are familiar with all the major wireless standards. So familiar that it is boring. We do not write much about wireless standards anymore, beyond […]
Bending Metal: The Future of Taiwan’s Electronics Complex
In all the focus on the big processors and the “AI race”, we often overlook the far less glamorous business of actually building compute systems. We have explored different parts […]
Nvidia – Eye of the Beholder
How you view Nvidia’s GTC depends a lot on your point of view. Investors were disappointed, the rest of the industry remains somewhere between fear and awe, but as a company they remain in an enviable position.
Nvidia – Everything Old is New Again
Nvidia makes a lot of arguments about the strength of their offerings, but many of those arguments remind of us strongly of past technology cycles.
How Profitable are TSMC’s Nodes with Math
We did some math on the profitability of TSMC’s nodes.
Quick thoughts on Arm and Qualcomm Earnings
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm’s numbers left something to be desired.
The CFO Has Entered the Chat
For the moment, Hyperscaler capex plans remain intact, but the teams building those AI data centers all suddenly have the strangest sense that someone is watching them…
Deepsigh
We struggled over the decision to write this piece. On the one hand, Deepseek has gotten everyone’s attention and is definitely important. On the other hand, an awful lot has […]
Will the Capital Markets Ever Come Back?
All the bankers we know are incredibly busy, but they do not have much to show for it. The capital markets are log-jammed and it is not clear what it will take to free them.