The 5-Year Plan for Semis
The 5-Year Plan for Semis – the whole debate about industrial policy for the US semis industry is muddled. One clue – whenever people start talking about Shenzhen it means they are focused on some other problem.
Category Archives: Strategy
Intel 2.0’s customer dilemma
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.
How to create a fundamental technology?
How to create a fundamental technology? – There is no easy answer. Start-ups face enough challenges, but building ecosystems for an entirely new, foundational technology need a lot of time, capital and luck to succeed.
Intel Selects Option C – All of the Above
Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.
Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Heterogeneous Compute
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is likely to shift considerably in coming years.
ARM Wrestling
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 […]
Google close Stadia Studios
Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.
Hardware is Hard
Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a $1 million to market a product with recurring revenue.
How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
