Category: Components
Posted Date:
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A simple exercise on the power of compute
Sometimes, it is important to remember all the benefits of carrying a supercomputer in your pocket. We look at the demise of remote controls in favor of smartphones – which carry actual…
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Lucy and the Photonics Football
The optical industry is plagued by manufacturing and packaging obstacles, but may finally be closing in the Holy Grail of Silicon Photonics. This time is totally different….
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Analyst Decoder Ring, Components, Enterprise Electronics, Google, Qualcomm, Roll Your Own, The Cloud
Is Qualcomm Going Back into the Data Center?
We think Qualcomm is expanding its “ASIC” business, helping hyperscalers in designing their own chips.
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Who will end up holding the Semis bag?
The semis cycle is peaking. Unlike past downturns, it looks like the foundries and the semicap companies may be able to weather the downturn fairly well, but that means the fabless companies…
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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.
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What is going on in the semis supply chain?
The semis shortage appears to be almost over for the big customers, but there are still shortages for WFE companies sitting far out on the forecasting tail, and “small” chip customers like…
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How do you win in Semis?
Part of the magic of semis is the ability to integrate multiple chips into a single chip. History shows, that the vendor whose chip sits closest to a system’s critical software wins…
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Five thoughts on SiFive
RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.
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Vicarious MWC – The Power of a Single Hyphen
Qualcomm has a lot of buzzwords in their X70 press release – AI ! 5G ! – but the real significance of this news can be found in a single hyphen between…
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The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and…
