Category: Roll Your Own
Posted Date:
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RISC V and the Data Center – SiFive’s new processor
We have not written about RISC V much this year. Our sense was that there was not much news. Last year, it seemed like there was news every week, if not every…
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What does Marvell want to be?
Marvell has immense talent and a wide range of capabilities. But it is not clear how that all hangs together. It is hard to see Marvell as an independent company five years…
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Can Qualcomm compete in Custom Silicon?
There are a lot of reasons why Qualcomm is not a force in the custom ASIC business – fear of creating competing products, no sales culture – but we think the main…
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SiFive Overview
RISC V pioneer SiFive has gone through several iterations, but has now solidified a business model that essentially positions it as a direct competitor to Arm. If they can continue to execute…
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The Bad Romance of Apple and Qualcomm
Apple’s antipathy towards Qualcomm pre-dates the launch of the iPhone and seems to be deeply ingrained in their culture. Qualcomm would probably be very flexible to normalize the relationship, but has limits…
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Intel – 28 Months Later
Like the hero of a zombie movie – Intel has fixed its manufacturing process and awoken from its coma – only to find the world radically altered. Intel has a lot of…
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Are We Reaching the Limits of Homegrown Silicon?
Oppo is has largely given up designing its own chips, but they faced a very specific set of challenges which do not apply to many of the others looking to roll their…
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Marketing CPUs in a Multi-Polar World
How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.
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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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AI Semis Market Landscape
There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.
