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.
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.
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 stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.
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.
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.
We would love to see more semis start-ups that take a ‘software first’ or at least ‘software really early’ approach.
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
Every chip company has ambitions to sell software too – but there are very few software models that will work for them.
Moore’s Law has been the low interest rate boost to semis for a long time, but those rates are rising now, and that may reshape many assumptions we take for granted in the market.
Semi companies are going to need to adjust their cost structures to compete in a semi-custom world. This sounds boring but it can become a real source of competitive differentation.