A Quick Overview of AMD
AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.
Tag Archives: Intel
Benchmarking Arm in the Data Center
Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.
Wave of Computation
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。
What is Intel Fighting to Achieve?
Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.
My Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
What is going on at Intel?
Intel has embarked on a major overhaul. So far, they are saying the right things, but it will be some time before we see clear signals that they can turn things around.
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).
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.