Can Analog Be Exciting Again?
We have recently been fielding a few conversations about the future of analog chip companies. Amidst all the recent excitement around AI and all the digital semis that requires, many […]
Category Archives: Strategy
Intel – Seriously, What Comes Next?
All of which lays bare the cold hard truth – Intel’s Board is failing.
Intel – So what now?
Like many, we woke to the news yesterday that Intel’s CEO Pat Gelsinger is retiring. We have been writing a lot about this over the past year, so we were […]
Qualcomm – Falling Behind or Laying in Wait?
Qualcomm’s analyst day was full of interesting numbers and business models, but offered little excitement.
Hail the Unsung Hero – the FAE
Sales support engineers – or Field Application Engineers – can be an incredibly valuable resource for any company selling technical products. Too bad few companies really appreciate this value.
Qualcomm – Earnings and Relevance
Qualcomm’s reported good earnings, but increasingly we are left with the sense that investors are just not paying that much attention to the company. Maybe it is time for them to take some more risks.
Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
Life After the Intel-pocalypse
Intel will continue to exist in some form. There is value there, so the question is who will own and run the company.
Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
Intel – How Much Would it Take?
By our math Intel needs $20 billion to $30 billion to get back on its feet. A big number, but bridgeable. And we do not think the US government should provide that bridge. Intel’s problems are commercial and need a commercial solution.