Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。
A recent Bloomberg report on Apple’s RF ambitions is probably not as earth shaking as it seems. That being said, Apple appears to have some very big, tantalizing ambitions for pushing what is possible with communications.
The Reverse Qualcomm Squeeze – Qualcomm’s advances in RF products, including this week’s announcement of their filter line – positions Qualcomm to reverse the trend of their smartphone customers building their own silicon.
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.
RF Semis Update – On the competitive front Qualcomm’s growing heft in RF semis does not affect Broadcom much, but is a growing problem for Skyworks and Qorvo.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.
The Journal reported yesterday that Broadcom has put its wireless business unit up for sale. If it comes to pass, this has some big implications for the wireless components industry. […]
Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]
Digits to Dollars 