Can there be a long tail of semis?
There probably will not be thousands of companies designing their own chips – the upfront costs are just too prohibitive – but there will be enough to mark a major shift for the industry.
Category Archives: Enterprise Electronics
Custom Silicon and Start-ups
The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.
Home Depot for DIY Chips
The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.
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 […]
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.