Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.
Everyone tends to forget that Samsung is a provider of leading edge semis manufacturing. It is important to remember them because there is a non-zero chance that they may not remain an alternative.
China’s semis industry has made incredible progress over the past ten years, but still has a long way to go.
Semis are changing, so it makes sense that some foundries are going to adopt new customer acquisition models. So just like we saw “Stealth IT” encourage cloud adoption, maybe we are going to see “Stealth Semis”.
Purchasing a chip based solely on public benchmarks is like picking your Viking raiding band based on their performance at an Olympic Fencing duel.
AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.
Optical stocks are volatile even in the best market conditions. Someday they will find their value, but it is going to be hard to determine when that will be.
The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….
Much of modern technology is built on the idea of abstracting different layers of systems so that they can operate independently. For semis, the pendulum is now swinging back the other direction towards less abstract, custom chips.