Intel reported a good quarter, and went a long way to give new confidence that their manufacturing processes are making real progress. But that just means the company now needs to start demonstrating its products can compete again, and this is less clear.
Our sense is that the downturn in VC investing is not as traumatic as past cycles and may start to improve in a few months. That being said, the environment for LPs investing in VCs remains mired in amber as everyone tries to figure out the value of money
The three big questions for the AI semis market:
1) Is AI additive to the TAM?
2) How will the inference market shape up?
3) Can Nvidia’s dominance be challenged?
Ericsson may or may not be attempting to fragment the Open RAN project. Meanwhile, Facebook has made a generous contribution to the project, which makes them look like the only sober person in the diver bar when the fight breaks out.
Big companies do not seem to care about innovation. And small companies cannot afford to make dreams real. We propose a National Prototyping Center that can bridge this gap.
Many semis start-ups pin their hopes on non-Cloud customers. This is a large market, but also a conservative one that is reluctant to adopt new chips. The move to AI, data sovereignty and a growing awareness of cloud costs may crack that door open, a bit
Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they can make the leap to digital.