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 – 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.
What if you threw a WAN Party on no one logged on? Cloud gaming sounds great on paper, but the details matter. Candy Crush does not need it, and Call of Duty does not want it. How are we going to get it all to work?
Org Chart as an Service- Amazon’s growth is built on an incredibly flexible organizational structure
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
Is America losing the R&D race? – The short answer is no, but we may want to rethink how we prioritize our R&D investments.
So what is the right model? – Direct subsidies of US semis companies is a bad idea, but there are reasonable policies which only need the government to organize what it already does and unleash the markets and academia to do what they do best.
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.
Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.
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.