New in Analog – Orca Semi
Orca Semi de-cloaked from stealth this week. They are staking out a market in the analog space with a clear, deliberate strategy that positions them well.
Category Archives: Components
Bending Metal: Combinatorics
Buyers want an infinite variety of servers, but no one is willing to pay for infinite designs. The costs of designing servers is a major barrier to entry.
Ventiva: A New way to Stay Cool
Our devices are getting hotter, but cooling technology has not changed much in 40 years. Ventiva has a new approach to cooling devices, which we thinks opens up some important design improvements for gadgets.
CES 2024: XR is Still a Thing
AR and VR once dominated CES, then disappeared, but now seems to be making a comeback. Apple’s Vision Pro is the primary catalyst, but there have been many advances in software and hardware across the segment.
Can another fabless giant emerge?
Can stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.
Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
Auto Semis – A Kingdom if You Can Take it
Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they can make the leap to digital.
The “Ideal” semis start-up
We would love to see more semis start-ups that take a ‘software first’ or at least ‘software really early’ approach.
Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
Everybody Wants to Software
Every chip company has ambitions to sell software too – but there are very few software models that will work for them.