Semis Musical Chairs – AMD for XLNX
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.
Category Archives: Autonomous Vehicles
Power Plant on Wheels – Why Semis Matter
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.
Hardware for the Edge
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.
CES 2020 Overview
We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]
Edge Data Center. Huh. What is it good for?
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
You too can build your own chip – for ONLY $30 million
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy […]
Break It Into Pieces: The Future of Transportation
Earlier this week we started this series breaking complex topics into discrete ideas of analysis. For this post, we want to tease out the strands around the future of transportation. […]
Rush Hour Commute Attempts
Sometimes moving into the future brings us back to the past. We have been tinkering with some thoughts about autonomous cars and the future of automobile ownership for a few […]
Drones Are Taking Off, but Where are they Headed?
By contrast to wireless charging, the drone market shows real momentum. I wrote last year that going into CES drones were the hot topic, but the show floor was disappointing, […]
CES 2016
CES 2016 It is that time of year again. The annual technology conference which everyone loves to hate. Last year I laid out my strategy for approaching mega trade shows […]
