Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.
Arm CPUs are Eating the World – Twitter is moving to AWS and using Arm-based CPUs, a major milestone in the advance of Arm into the data center and really bad news for Intel.
Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.
Apple is Building its Own Modem (Redux) – When (not if) Apple builds its own modem, they will be able to boast better performance, battery life and advanced communications features (think Blue bubbles, but for phone calls).
Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
Apple Si – The Surprise Twist – It’s not About Money – With Apple Silicon, Apple has built immense competitive barriers for building phones.
What Happened to Apple’s Profits? – Moving to its own Silicon should have boosted Apple’s gross margins, but the opposite seems to be happening.