What is Going on with Arm China? – Arm’s China JV has gone fully rogue, declaring independence, adding quite a wrinkle to this ongoing drama.
Idle Speculation on Nvidia and Arm – Could Nvidia’s acquisition plans for Arm break? Probably not, but Arm customers hate the deal, regulators do not seem to like it either, and it is possible Softbank could find better ROI with an alternative path.
A Funny Shape for a Monolith – So much of the coverage of China’s government fails to grasp the complexities. The recent tech crackdown is just the latest example of policy decisions with trade-offs and many unintended consequences.
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
Reading all the latest news from China’s app crackdown reminds of the work Joe Studwell did looking at other Asian economic success stories. China appears to be ‘refocusing’ its big tech companies on the national development agenda.
Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
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.
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.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.