New Amazon Chips
AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).
Tag Archives: Intel
Will Auto Companies Roll Their Own Chips?
Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.
FUD, Channel, Software and Prices
FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/
Global Foundries IPO!!!
Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.
Intel 2.0 Follow-up
Intel 2.0 Follow-up – Intel has 3 key strategic goals, and this week they provided updates on all three. They are making steps in the right direction, but so much of what they promise is still many years away.
Fox in the Hen House Re-match
Fox in the Hen House Re-match: Open RAN – Intel vs. Qualcomm Rematch – Intel is building up a software ecosystem in telecom equipment which may be their first success in 20 years of trying to break into the industry.
Plumbing is important
Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
Intel 2.0’s customer dilemma
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.
Intel Selects Option C – All of the Above
Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.
Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
Digits to Dollars 