Death, Taxes and IP Licenses – Someone needs to create a Y-Combinator for semiconductor start-ups.
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Edge Computing could be a sizable market for some companies. However, it does not need fancy new technologies or hardware so much as it needs solutions tailored to specific use cases and industries.
Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.
Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.
A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]
The State of RF Semis in 2020 – We are the late stages of the Golden Age of RF Semis. A combination of the growth of Chinese competitors and Qualcomm’s emergence as a real player in RF mean changes is coming.