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.
China’s leading State-run semis firm is defaulting on $198m in bonds, but this does not signal a change in their National Semis Policy.
A new China Trade Policy for Tech? The US should invest heavily in the things it does well rather than look to limit Chinese companies, but it should also work with allies to pressure China to open its own markets.
Duct Tape and 5G – Could Huawei use old, unencumbered technology to build its own data centers? It is possible, but highly impractical.
How Huawei Will Survive? – Huawei probably has a path to save its network infrastructure business, if not its handsets.
How much is Intel Foundries worth? – Splitting Intel in two makes a lot of sense from a strictly financial perspective, but would like be an operational nightmare, diminishing that financial value for many years.
Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.
5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers