Tsinghua Unigroup Defaults Widen
Tsinghua Unigroup Defaults Widen -but do not read too much into. China is committed to its semis policy, and Unigroup may face a change in ownership, but it isn’t going away either.
Category Archives: Stocks
Unity Technologies – We Want to Believe
Unity Reported Q3 Earnings – We really like the company’s long-term vision, and want to believe in a more graphical future. But their numbers raise a lot of questions.
How much is Intel Foundries worth?
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.
Semis Musical Chairs – AMD for XLNX
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.
Nvidia for Arm – the view from China
Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
Nvida to Acquire Arm – first impressions
Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.
Who benefits from Huawei’s predicament?
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
Trouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
5 chip companies revisited
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Hardware for the Edge
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.
