Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.
5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers
Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Death, Taxes and IP Licenses – Someone needs to create a Y-Combinator for semiconductor start-ups.
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.