Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
[This is the introduction to my latest note. E-mail us to join the mailing list for the full note.] There is no way for the human mind to fully grasp the […]
HTC is reportedly working on a new operating system (OS), one that is specifically tailored to a Chinese audience. This is a smart strategic move for them, software is they […]
In the 1980’s we saw the emergence of the PC production complex around Taiwan. This decade we are going to see a smart-device complex emerge around Shenzhen and South China. […]