There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.
Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.
Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]
Companies designing their own silicon are motivated by the ability this gives them to control the roadmap and features of new chips.
AI is appearing everywhere, but at heart it is just a highly efficient solution to a specific set of computer science problems – this is sparking a new class of opportunity for chip companies and IP providers to tap into the opportunity.
The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies are likely to bear the brunt.
TSMC has world leading semi manufacturing skills, but Morris Chang’s claim of “50% cost advantage” has more to do with currency than hazy notions about the US workforce’s capabilities. Nonetheless, bringing fabs back to the US will be challenging.
There is a real chance that AWS’s purchase of semis may decline year-on-year in the second half as they, like everyone else, moderates pandemic spending. Not a cause for panic, but worth remembering that we tend to take data center growth for granted.
Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.
The cloud service providers – AWS, GCP and Azure – have to support the software of all their customers, this complicates the case for them building their own chips.