Google BigChip? – Google has its own semis design tool, called Taffel, this speaks to larger ambitions in rolling their own chips, but if they ever pen sourced them it could spark a lot of change in how we design chips.
Pretty much everyone. We have been doing a lot of work lately on in-house silicon, most recently with our post on Google’s VCU. And it got us thinking about who […]
Google’s VCU – A New Chip Enters the Fray – No one is talking about the fact that Google just launched a new chip, essentially inventing a new category. Again. Probably because this is really scary for all the chip companies.
The 5-Year Plan for Semis – the whole debate about industrial policy for the US semis industry is muddled. One clue – whenever people start talking about Shenzhen it means they are focused on some other problem.
Sic Transit Gloria Mundi? – Apple can withstand a missed product cycle or two.
Where did Apple’s margins come from? – The M1 probably added only $300m to Apple’s gross margins this quarter, but it probably also helped them sell a lot more MacBooks, the benefit of Apple Silicon is strategic not cost savings.
SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.
Don’t hate the player, hate the game – IP for the wireless standards is in the news again, and we are likely going to see a lot more wrangling in this arena soon.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
More fun with acronyms: SD-WAN and SASE – An interesting corner of networking that could (maybe) become very important.