Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]
Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
So what is the right model? – Direct subsidies of US semis companies is a bad idea, but there are reasonable policies which only need the government to organize what it already does and unleash the markets and academia to do what they do best.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.
Fear is the Mind Killer – Two weeks ago we argued that consumer sentiment and individual decision making are going to have a big impact on the economy. There is now an academic paper to back that up. Also, wear a mask.
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Raising Venture Funds under Uncertainty – Fear of the virus and its impact on the economy are still pervasive, and while conditions will tighten for many, investors are nonetheless aware that there will be many compelling opportunities in coming months.