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, […]
Category Archives: Silicon
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 […]
The Consumerization of the Automobile Supply Chain
Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other […]
Should Intel Split in Two? Probably Not
Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever […]
Intel has 1,000 people working on a chip for iPhone? Of course they do
Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]
The Contortions of the Consumer Electronics Market
There was an interesting analysis from the awesome team at Chipworks (with a good analysis from Ars as well) out last week showing that Apple’s new A9 processor for its […]
Qualcomm and China – 2/3rds of the way there: A Follow-up on some past posts.
Back in January, I wrote about Qualcomm’s position in China. At the time, there were rumors that the company was nearing an agreement with the Chinese government addressing the company’s […]
Fast Fashion in Chips? Mediatek beats Qualcomm
The Wall Street Journal had a great profile of Indian handset company Micromax yesterday. It was one of those articles I love – comparing one company’s model to that of […]
What is the Internet of Things? – Some Rough Math
I have gotten a fair amount of feedback on my notes from earlier in the week. I am poking holes in a lot of growth stories, which has provoked a […]
Here are 12 chip companies that will probably get bought in the next few years
In my continuing series of listicles, I wanted to follow up my note from last week about the acquirors in semis, with a piece today on the likely targets. The […]
