Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
Category Archives: Roll Your Own
The Battle for the Semis Roadmap
Companies designing their own silicon are motivated by the ability this gives them to control the roadmap and features of new chips.
AI is Everywhere, It’s Exhausting
AI is appearing everywhere, but at heart it is just a highly efficient solution to a specific set of computer science problems – this is sparking a new class of opportunity for chip companies and IP providers to tap into the opportunity.
Keeping up with Google Semiconductor
Google has a new chip – the TiN – for networking. An interesting chip in its own right but we also see it as a sign that Google is creating tools that let any software coder design a chip. And if Google can do it, maybe everyone else will too. Someday.
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.
Making all the chips
The cloud service providers – AWS, GCP and Azure – have to support the software of all their customers, this complicates the case for them building their own chips.
Who should roll their own chip?
Meta’s struggles with designing their own silicon for their AR glasses shows that rolling your own silicon does not make sense for all companies.
How do you win in Semis?
Part of the magic of semis is the ability to integrate multiple chips into a single chip. History shows, that the vendor whose chip sits closest to a system’s critical software wins the strategic high ground. What will that mean in autos?
Wave of Computation
Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。
Five thoughts on SiFive
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
Digits to Dollars 