Intel the Gordian Knot
No one wants to buy Intel’s fabs, and their bottomless funding needs, but the company probably cannot be sold without someone taking them on.
TSMC is in a Good Mood
TSMC reported earnings yesterday, and the management team seemed very happy about things. Their numbers came in ahead of expectations, and their outlook seemed very positive. AI is very good […]
Tariffs Are a Waste of Time
We met a cable company in China with a factory in China and an identical plant in Thailand built entirely to serve US customers are skirt US tariffs.
Quick Thoughts on CES 2025
Consumer electronics makers seem to have taken a step backwards when it comes to AI as they search for useful consumer applications.
Bring Me All The Software
The key message of Nvidia’s CES keynote is “We have a lot more software than everyone else.”
Marvell’s Custom Silicon Business
Marvell has a better book of custom silicon designs than many give it credit for, but we still have a lot of longer-term questions about the health of this business.
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 […]
Marvell goes all-in on the hyperscalers
Marvell is now a hyper-scaler supplier. For better or worse.
The Real End of Moore’s Law
If TSMC raises its prices as high as we are hearing they intend, then many companies will have no choice but to step off the curve of Moore’s Law. Maybe having an alternative like Intel is not such a bad idea.
Intel – Seriously, What Comes Next?
All of which lays bare the cold hard truth – Intel’s Board is failing.