Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
Spac-a-Mole – There seem to be more SPACs than targets, and these Bubble valuations can become a problem for companies that go down this path.
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]
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.
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? – 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 – 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 – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
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? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
