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.
Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.
The auto industry has a difficult relationship with semiconductors. Building their own chips is probably not a solution.
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).
Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.
Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.
Did Aliens Build the Pyramids? – Did Ali really build its own CPU? It looks like they got help from a few outside parties which just shows that designing chips, especially CPUs, is still hard.
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
2021 State of the Mobile Baseband – Apple’s share gains, its leading Apps Processor, and growing pricing pressure for Android phones risks creating a vicious cycle for Qualcomm.
Roll Your Own Chips – When you design products that someone else is going to manufacture using processes that trip against quantum physics effects, no one is cool enough to not be a little worried that something will go wrong.