Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Category Archives: Components
Who will end up holding the Semis bag?
The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies are likely to bear the brunt.
Benchmarking Arm in the Data Center
Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.
What is going on in the semis supply chain?
The semis shortage appears to be almost over for the big customers, but there are still shortages for WFE companies sitting far out on the forecasting tail, and “small” chip customers like the auto makers. Periodic reminder: the semis industry is cyclical
How do you win in Semis?
Part of the magic of semis is the ability to integrate multiple chips into a single chip. History shows, that the vendor whose chip sits closest to a system’s critical software wins the strategic high ground. What will that mean in autos?
Five thoughts on SiFive
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
Vicarious MWC – The Power of a Single Hyphen
Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between Modem and RF.
The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.
What is Intel Fighting to Achieve?
Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.
My Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
Digits to Dollars 