Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this new chip really changes anything.
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators […]
China actually has as much trailing edge semis capacity as the US. With ~90% of the world’s chips still produced on these older nodes, we can understand why everyone wants to build these fabs, even if the commercial reasons for them are less compelling.
The latest advances in AI (GPT, LLM, transformers, etc.) are like a Nokia phone in the 90’s – everyone could see the appeal, but no one could predict all that it would lead to.
Purchasing a chip based solely on public benchmarks is like picking your Viking raiding band based on their performance at an Olympic Fencing duel.
Corporate Shells are 9/10s of the Law – Chinese companies often operate under immensely complex ownership structures, which the US fears confers unfair advantages, but more likely the opposite is true, with Chinese companies burdened by these structures.
More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
US China Trade War Confusion Continues – There seem to be a lot of gaps in the US government’s Trade War restrictions.
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 […]
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….