Innovation Day: Intel Update
Intel’s Analyst Day was a good chance to preview their messaging for their next generation of products. Expect to hear a lot about AI PCs, software freedom and TCO. Some of this rings true.
Category Archives: Silicon
Our View on Nvidia
Nvidia’s massive earnings surprises have attracted a lot of attention online, not all of it positive. Sifting through the noise, the company is backed by real demand. And while its earnings will eventually hit an air pocket, it looks very strong long term
Qualcomm lives to fight another day
Apple has signed up to keep using Qualcomm’s modem. We would never say ‘We told you so’, but this development does not come entirely as a surprise. Building modems is hard.
What are US Policy Goals for Semis?
What is the goal of US Semis Policy? More manufacturing capacity? More leading edge capacity? A bigger semis industry? No one seems quite clear on this and maybe that is for the best.
Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
Did China do Intel a Favor?
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators […]
Intel – 28 Months Later
Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of talent, but the competition is clawing at the door.
AMD Q2 – Building Momentum?
AMD reported a quarter with a lot of moving parts. Soft PC demand, a tight supply chain, uninspiring gross margins were offset by what sounds like good traction for new data center and AI products.
Intel: Turning the Corner?
Intel reported a good quarter, and went a long way to give new confidence that their manufacturing processes are making real progress. But that just means the company now needs to start demonstrating its products can compete again, and this is less clear.
AI Semis – 3 Big Questions
The three big questions for the AI semis market:
1) Is AI additive to the TAM?
2) How will the inference market shape up?
3) Can Nvidia’s dominance be challenged?