AI Semis – the Have and Have Nots
Qualcomm has a robust AI offering, and the market for AI Inference at the Edge is huge. But Qualcomm and every other company not named Nvidia, will struggle to ride this wave to AI riches.
Category Archives: Silicon
Marketing CPUs in a Multi-Polar World
How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.
Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
Why do we use GPUs for AI?
We provide a basic look at why GPUs are the chip of choice for AI workloads, with a look at the early days of Nvidia CUDA.
How long can Global Foundries keep it up?
GF’s results disappointed, and opens the door to questions about its long term future.
NVDA as a Software Stock?
Should we value Nvidia as a software stock? Its CUDA software is a major competitive advantage in AI. Even if we do this, it is hard to get comfortable with the current share price.
Semi Software – Bug, Feature or Product?
Many semis companies say they want to sell software. We think they really want recurring revenue and software company multiples. And what they really need is competitive advantage, which software can sometimes provide but is not the only way.
Where are the Profits? Foundry Edition
We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.
How many CPUs do we need?
Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.