Trouble for Intel in the Data Center?
Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]
Category Archives: Silicon
A Proposal for Intel – Time to Go Private
Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]
Let’s build a chip!
Recently, it seems to have become common wisdom that every tech company is going to build its own semiconductors for their hardware needs. Companies seem to be building chips for […]
Cryptoasset Mining & The Magic of Silicon
Over the weekend, a crypto project called Sia posted about their work in designing their own chip for crypto mining. It’s a long post, with some incredible insight. We wanted […]
CES 2016
CES 2016 It is that time of year again. The annual technology conference which everyone loves to hate. Last year I laid out my strategy for approaching mega trade shows […]
Virtual Reality, Virtually There?
I had an interesting e-mail exchange with an old friend recently on the topic of Virtual Reality. That forced me to forced me to clarify my thinking on the subject, […]
Sitting on the end of the Whip
There is a metaphor I hear occasionally to describe semiconductors – the idea of a bullwhip. A big part of running a successful chip company is accurately forecasting demand. Semiconductor […]
