Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).
Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.
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.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.
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.