The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.
The era of general purpose compute is over. This is going to bring about a shake-up in the semiconductor industry.
AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.
In which we examine the ways that good analysts gather data.
There are a lot of reasons why Apple’s cellular modem may be failing, most of them just come down to the fact that modems are different and hard.
Growth stocks are a good place to be at point of maximum market fear. However, this time around, we think the decades long trend will reverse and when we come out of this downturn hardware will outperform software.
There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.
IoT is both much slower to develop and also much, much bigger than we originally imagined.
49% of crypto projects are science projects with no commercial prospects. Another 49% are outright frauds. Both are worthless. That being said, the remaining 2% will some day be worth a lot of money. It is a very challenging signals to noise ratio.
There are a lot of SPAC companies out there now – we have some suggestions for how they can dig themselves out of the whole the market has dug for them.