We sat through 3 presentations listing a litany of woes that come with porting Android to RISC V. We came out more convinced than before that this will be a reality, and probably much sooner than we would have guessed.
We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.
Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.
Everyone tends to forget that Samsung is a provider of leading edge semis manufacturing. It is important to remember them because there is a non-zero chance that they may not remain an alternative.
Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.
Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.
Lies, Damned Lies, and Benchmarks – a string of benchmarks and leaks highlights the growing urgency phone makers have in closing the silicon gap with Apple, and Qualcomm’s surprising stumbles in the market.
In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]
Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.
There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]