Category: Roll Your Own
Posted Date:
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Will Apple build its own RF chips?
Will Apple build its own RF chips – it turns out this is much more complicated than it sounds, and Apple is already getting almost everything it wants from its RF suppliers.…
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Stealth Semis
Semis are changing, so it makes sense that some foundries are going to adopt new customer acquisition models. So just like we saw “Stealth IT” encourage cloud adoption, maybe we are going…
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Why is Amazon building CPUs?
AWS cannot control the software it runs, but it can still benefit from having its own CPU by reducing power consumption and thus increasing capacity of its data centers. And maybe that…
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The Feel of Bare Metal
Much of modern technology is built on the idea of abstracting different layers of systems so that they can operate independently. For semis, the pendulum is now swinging back the other direction…
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The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
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Can there be a long tail of semis?
There probably will not be thousands of companies designing their own chips – the upfront costs are just too prohibitive – but there will be enough to mark a major shift for…
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State of the Roll Your Own Semis Market
By our count 28 non-chip companies are developing their own chips. Of these, at least 16 have delivered multiple generations of their chips, signaling a long-term commitment.
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Semis for Everyone?
Google is promoting the growth of open source tools for designing semis. The science fiction version of this story leads to everyone designing chips, the reality is going to be much narrower,…
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Custom Silicon and Start-ups
The shift from general purpose silicon to semi-custom and tailored SoCs presents a big opportunity for chip start-ups. If they follow a few simple rules.
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Home Depot for DIY Chips
The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers…
