Chips as a Service?
Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.
Category Archives: Roll Your Own
SQL Processing Unit?
The advances in size and accessibility of modern databases is a wonder of our age. But to continue they will need similar innovation in the silicon on which databases run.
Arm: Credit where credit is due
Arm is now a real force in the data center. With all of the “Super 7” running Arm CPUs, and the software industry increasingly recognizing the benefit of porting to Arm, we are at or approaching a significant tipping point in this massive market.
Will Apple build its own RF chips?
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers. However, nowhere in this piece do we say it will never happen.
Stealth Semis
Semis are changing, so it makes sense that some foundries are going to adopt new customer acquisition models. So just like we saw “Stealth IT” encourage cloud adoption, maybe we are going to see “Stealth Semis”.
Why is Amazon building CPUs?
AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that also introduces a new form of customer lock-in.
The Feel of Bare Metal
Much of modern technology is built on the idea of abstracting different layers of systems so that they can operate independently. For semis, the pendulum is now swinging back the other direction towards less abstract, custom chips.
The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
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.
State of the Roll Your Own Semis Market
By our count 28 non-chip companies are developing their own chips. Of these, at least 16 have delivered multiple generations of their chips, signaling a long-term commitment.