Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Private networks remain a hot topic, probably beyond their real world utility. That being said, for enterprises who need them, like oil and gas companies, they can be a powerful option.
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.
MWC is once again the venue for the global persuasion campaign between competing visions of the O-RAN project. The big swing factor this time around is the growing presence of hyperscalers, notably Microsoft Azure.
Qualcomm put out 16 press releases ahead of MWC – lots of intriguing things going on – especially around their new RF+AI products and the company’s renewed interest in mobile infrastructure.
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.
The semis industry is more than just big companies selling chips to big companies. There is a wide network of distributors and value-added re-sellers in the middle, and the supply chain disruption has been pretty good to them.
Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).