Trouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for the company.
Tag Archives: Intel
5 chip companies revisited
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.
Arm for sale?
Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.
The Five Year Plan for Semiconductors
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.
Apple Silicon – The Rest of Us
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company out there.
Apple Silicon – First Impressions
Apple Silicon – First Impressions – Using the flexibility of a custom design, Apple seems to have made huge improvements in power efficiency, but used those to boost the raw performance of their laptops, without harming battery life.
Intel Follow-Up – Data Centers
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is no longer the strategic high ground it once was.
Mac on ARM – a few thoughts from the trenches
A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]
How China’s Semis Complex Invests for Growth
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
How Can (Should) the US Re-Build Its Semis Industry?
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 […]
