AI Chips: The Next (maybe Last) Semis Frontier
The market for AI chips is putting new strain on the large chip companies, who have so far been largely absent from the market.
Category Archives: Components
Why is IoT such a mess?
We have been doing a lot of work on the Internet of Things (IoT) lately across a number of engagements. And in all of these, a common thread that emerges […]
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 […]
Chips for You! And You! Chips for Everyone!
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 […]
And then there were four…or three… or maybe it’s two
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]
Let’s build a chip!
Recently, it seems to have become common wisdom that every tech company is going to build its own semiconductors for their hardware needs. Companies seem to be building chips for […]
Cryptoasset Primer 5: What are cryptoassets?
This is part 5 in our basic series on crypto assets. The series begins here and you can read part 4 here. In this post we want to take a […]
