Intel’s Analyst Day was a good chance to preview their messaging for their next generation of products. Expect to hear a lot about AI PCs, software freedom and TCO. Some of this rings true.
Nvidia’s massive earnings surprises have attracted a lot of attention online, not all of it positive. Sifting through the noise, the company is backed by real demand. And while its earnings will eventually hit an air pocket, it looks very strong long term
Somebody needs to reignite excitement in the software ecosystem for phones. The semis vendors have an opportunity to rejuvenate the industry, but the changes it would require for their organizations likely means someone else will capture the opportunity.
Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.
Arm now has a roadshow video which provides insight into the company’s growth plan. It also has a new target valuation. At $52 billion that remains challenging, but at least we now have an outline of how the company plans to grow.
What is the goal of US Semis Policy? More manufacturing capacity? More leading edge capacity? A bigger semis industry? No one seems quite clear on this and maybe that is for the best.
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
Arm is a good company, but the rumored $64 billion valuation for their IPO will likely doom it as a stock/
Arm’s IPO filing – the gift that keeps giving – highlights so far: IPO proceeds go entirely to Softbank; a close look at ARM’s end market TAM by segment, and a valuation for Ampere.
Arm filed its long-awaited IPO prospectus…and while it had a lot of interesting data, the overall picture is not exciting. A slow growing company where not much seems to have changed since it was last public seven years ago.