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.
Tag Archives: Broadcom
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?
Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
Why Intel Needs to Stay the Course
While it seems unlikely that Broadcom would ever buy Intel, we took a deep look and the math kinda, sorta works if you squint a bit. More importantly, Intel now looks vulnerable and might be in play someday.
Time for an Outside Investor in Intel
Intel needs to sell a stake to a consortium of outside investors.
Could (would) Broadcom Buy Intel?
We think it is unlikely that Broadcom would buy Intel, but they could. And they will know before any of us how sustainable Intel’s turnaround is.
How Productive Are We?
We looked at revenue and operating income per employee for the big semis companies, and since that was so much fun, we looked at another dozen companies. Broadcom and Apple are in a league of their own. It is good to have a software or licensing business.
Intel – 28 Months Later
Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of talent, but the competition is clawing at the door.
Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
Why M&A is not a good path for Qualcomm
Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot of good targets left.