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.
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
There is a lot of discussion lately about “Edge Data Centers”. It is one of those topics that crosses all sorts of boundaries and pops up in conversation in a […]
In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]