Tears in the Rain – Arm in China – JVs in China almost always end in tears. Arm’s is just the latest, most public example of how these deals so often go wrong.
Anarchy in the OS – Revisited – The way we think of computers has changed. The days of compatibility and common operating systems are over. Low cost hardware and bandwidth will fragment the way we think of computers until they largely disappear.
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.
Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.
Raising and Spending Money in Uncertain Times – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.
Scenario Planning for the New Uncertainty – the spread of the virus, the overall economy, and most importantly, the way individuals adjust their decision making – are going to play a big role in determining the fate of a lot of start-ups.
Raising Money in the Great Uncertainty – If you run a business that relies on raising capital, start preparing to raise the next round now, even if you have plenty of money in the bank. The next round is going take a while.
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]