Amazon AI Assemble
Amazon AI Assemble – Amazon launches its ML accelerator, demonstrating how hard it is to supply the data center industry with chips.
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.
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.