What has Broadcom Become?
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 […]
Category Archives: Enterprise Electronics
Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Who needs a Private Network?
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.
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.
Vicarious MWC – The Fight Over Open RAN
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.
MWC 2022 – Living Vicariously
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.
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.
Disties and the Hard Road Ahead
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.
Ten Lessons from Google’s TPU
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.
New Amazon Chips
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).
Digits to Dollars 