The shift to EVs is disrupting the auto supply chain. To name just one example, Foxconn, the company that epitomizes the model which separates electronics design and manufacture is now aggressively promoting its ability to replicate that model for cars.
Mobileye filed to go public, again. They have a lot going for them, but the market is still in early days, a lot could change. The management team also has a lot going on (sale, integration, IPO, etc.) and we have to wonder if they risk losing focus.
The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?
Sometimes, it is important to remember all the benefits of carrying a supercomputer in your pocket. We look at the demise of remote controls in favor of smartphones – which carry actual compute power which would be uneconomical in a remote.
The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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.
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.
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
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?