Why settle for 1,000 chip companies when you can have 10,000? – The overwhelming majority of these companies will fade away, but a few will end up mattering a lot.
Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.
Power plant on wheels – Why chips matter – The magic of semis is that they can compress complex problems into workable units. But the paradox of semis is that when all that work is done well, everyone takes them for granted.
Not a Drop for You – To use a highly technical terms, capital markets are weird right now. We are seeing a growing divide between the haves and have-nots, with many start-ups rolling in investor interest and many more seeing their options decline.
Quest for Fire – It is natural for companies to seek to acquire new technologies and IP, but in China, the State has taken an ever heavier hand in making this an organized, coordinated process.
Edge gaming components – it takes a village to build an edge gaming ecosystem – the platform owners need access to gaming titles, an audience, the ability to support massive networking infrastructure and a host of software tools.
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.