Category: Silicon
Posted Date:
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Qualcomm – Falling Behind or Laying in Wait?
Qualcomm’s analyst day was full of interesting numbers and business models, but offered little excitement.
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Hail the Unsung Hero – the FAE
Sales support engineers – or Field Application Engineers – can be an incredibly valuable resource for any company selling technical products. Too bad few companies really appreciate this value.
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Qualcomm – Earnings and Relevance
Qualcomm’s reported good earnings, but increasingly we are left with the sense that investors are just not paying that much attention to the company. Maybe it is time for them to take…
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Arm Q2 Results
Apologies for our limited publishing schedule last week. We were traveling in Asia on client work. Arm reported a strong quarter comfortably beating consensus for their fiscal Q2. They guided right on…
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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…
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AMD’s AI Day 2024
AI software is moving so quickly, investors are scouring the world looking for AI beneficiaries. The Bubble Must Eat. So when AMD comes along with ‘just’ good execution it seems to have…
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Counting Sheep
By our count, there are 63 AI accelerator start-ups in the US right now. This just does not seem sensible to us.
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Revenge of the Cost Accountants
Intel lost a bid for Sony’s Playstation chip highlighting it does not fully recognize its current plight.
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Life After the Intel-pocalypse
Intel will continue to exist in some form. There is value there, so the question is who will own and run the company.
