Peak Custom?
Have we reached the high water mark of custom silicon? Probably not, but we can probably see it from here.
Category Archives: Analyst Decoder Ring
Nvidia – Everything Old is New Again
Nvidia makes a lot of arguments about the strength of their offerings, but many of those arguments remind of us strongly of past technology cycles.
How Profitable are TSMC’s Nodes with Math
We did some math on the profitability of TSMC’s nodes.
Quick thoughts on Arm and Qualcomm Earnings
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm’s numbers left something to be desired.
The CFO Has Entered the Chat
For the moment, Hyperscaler capex plans remain intact, but the teams building those AI data centers all suddenly have the strangest sense that someone is watching them…
Deepsigh
We struggled over the decision to write this piece. On the one hand, Deepseek has gotten everyone’s attention and is definitely important. On the other hand, an awful lot has […]
TSMC is in a Good Mood
TSMC reported earnings yesterday, and the management team seemed very happy about things. Their numbers came in ahead of expectations, and their outlook seemed very positive. AI is very good […]
Bring Me All The Software
The key message of Nvidia’s CES keynote is “We have a lot more software than everyone else.”
Marvell’s Custom Silicon Business
Marvell has a better book of custom silicon designs than many give it credit for, but we still have a lot of longer-term questions about the health of this business.
Can Analog Be Exciting Again?
We have recently been fielding a few conversations about the future of analog chip companies. Amidst all the recent excitement around AI and all the digital semis that requires, many […]