Google BigChip? – Google has its own semis design tool, called Taffel, this speaks to larger ambitions in rolling their own chips, but if they ever pen sourced them it could spark a lot of change in how we design chips.
Pretty much everyone. We have been doing a lot of work lately on in-house silicon, most recently with our post on Google’s VCU. And it got us thinking about who […]
Google’s VCU – A New Chip Enters the Fray – No one is talking about the fact that Google just launched a new chip, essentially inventing a new category. Again. Probably because this is really scary for all the chip companies.
The 5-Year Plan for Semis – the whole debate about industrial policy for the US semis industry is muddled. One clue – whenever people start talking about Shenzhen it means they are focused on some other problem.
Where did Apple’s margins come from? – The M1 probably added only $300m to Apple’s gross margins this quarter, but it probably also helped them sell a lot more MacBooks, the benefit of Apple Silicon is strategic not cost savings.
SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Margin Stacking and the Cost of AI – How much of the value of “AI” will accrue to hardware makers who have to add significant silicon content to make their products stand out.