Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
Apple’s Missing Profits – The Usual Suspects – Apple seems to have greatly widened its move to low price devices, with the addition of more expensive components (and casings) contributing as well.
China’s leading State-run semis firm is defaulting on $198m in bonds, but this does not signal a change in their National Semis Policy.
A new China Trade Policy for Tech? The US should invest heavily in the things it does well rather than look to limit Chinese companies, but it should also work with allies to pressure China to open its own markets.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
How Huawei Will Survive? – Huawei probably has a path to save its network infrastructure business, if not its handsets.
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.
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.
AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or maybe ever will have.