Intel – So what now?
Like many, we woke to the news yesterday that Intel’s CEO Pat Gelsinger is retiring. We have been writing a lot about this over the past year, so we were […]
Nvidia Takes a Breath
Nvidia reported earnings yesterday, and they disappointed in so much as a company that has grown like they have sooner or later had to revert to just a good quarter. […]
Qualcomm – Falling Behind or Laying in Wait?
Qualcomm’s analyst day was full of interesting numbers and business models, but offered little excitement.
The x86 Wish List
AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for to approve the deal?
Hail the Unsung Hero – the FAE
Sales support engineers – or Field Application Engineers – can be an incredibly valuable resource for any company selling technical products. Too bad few companies really appreciate this value.
Qualcomm – Earnings and Relevance
Qualcomm’s reported good earnings, but increasingly we are left with the sense that investors are just not paying that much attention to the company. Maybe it is time for them to take some more risks.
Arm Q2 Results
Apologies for our limited publishing schedule last week. We were traveling in Asia on client work. Arm reported a strong quarter comfortably beating consensus for their fiscal Q2. They guided […]
Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
RISC V – Ready for the Prime Time?
No big headlines for RISC V, just steady progress.
Mutually Assured Destruction
Does Arm’s latest move, canceling a Qualcomm license, imply that they want to take the very risky step of taking this lawsuit all the way to a jury trial?