Category: Components
Posted Date:
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New in Analog – Orca Semi
Orca Semi de-cloaked from stealth this week. They are staking out a market in the analog space with a clear, deliberate strategy that positions them well.
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Bending Metal: Combinatorics
Buyers want an infinite variety of servers, but no one is willing to pay for infinite designs. The costs of designing servers is a major barrier to entry.
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Ventiva: A New way to Stay Cool
Our devices are getting hotter, but cooling technology has not changed much in 40 years. Ventiva has a new approach to cooling devices, which we thinks opens up some important design improvements…
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CES 2024: XR is Still a Thing
AR and VR once dominated CES, then disappeared, but now seems to be making a comeback. Apple’s Vision Pro is the primary catalyst, but there have been many advances in software and…
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Can another fabless giant emerge?
Can stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.
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Huawei Watchers and the Land of Magical Thinking
Did Huawei and SMIC break the laws of physics? Or are many of the online claims about Kirin 9000 over-exaggerated to serve some other purpose. We think it is unlikely that this…
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Auto Semis – A Kingdom if You Can Take it
Automotive semis are transitioning from the near-anarchy of dozens of independent vendors selling hundreds of discrete parts to platforms powering cars’ major systems. Great news for the big analog companies, if they…
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The “Ideal” semis start-up
We would love to see more semis start-ups that take a ‘software first’ or at least ‘software really early’ approach.
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Our Semis Are From the Niagara Falls Area
Apple has a history of relegating its homegrown chips to the Apple Watch. Is that the fate of their future cellular modem?
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Everybody Wants to Software
Every chip company has ambitions to sell software too – but there are very few software models that will work for them.
