Money Changes Everything – Leading Edge Fabs
TSMC has enjoyed 20+ years of a suppressed currency. Rather than squander that windfall on far-flung acquisitions, it has invested in its own talent pool, leading to the big advantage it has today.
Tag Archives: Samsung
Keeping up with the Li’s
To stay competitive in leading edge semis fabs, companies need to generate roughly double the cost of a fab in revenue. By this math Intel is cutting it pretty closely. It also helps explains some of Samsung’s decisons.
Coming Soon: Android on RISC V
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.
Where are the Profits? Foundry Edition
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.
Leading is not Everything
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.
Stuck between a rock and that rock
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
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.
The Handset Industry is a Flat Circle
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
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.
Many options – none good. Why Apple may not have 5G before 2021
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 […]