Category: Silicon
Posted Date:
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Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
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Buried Treasure
Firmware is one of those obscure areas of compute that is simultaneously critical and also largely ignored.
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Intel – How Much Would it Take?
By our math Intel needs $20 billion to $30 billion to get back on its feet. A big number, but bridgeable. And we do not think the US government should provide that…
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How to Build in a Server in 100 Easy Steps
A couple people recently asked us about the logic behind AMD’s proposed acquisition of ZT Systems. Yesterday we wrote about the growing complexities of installing AI clusters. Since these two topics are…
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Intel – Reality
The market will need an alternative to TSMC. Intel is the only viable path to that currently. Splitting up the company risks sinking both sides of the business.
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Marvell Turns a Corner
After a long year of declines, Marvell’s catalog products have turned the corner and allowed the company to shift the focus away from the more volatile custom ASIC business.
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AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the…
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Accelerate AI Into What?
The market for AI accelerators is crowded and that does not leave much room for any new companies trying to tackle the market.
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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 Should Intel Do Now?
We have spent much of the past week digging into Intel (and here and here). So we want to end the week, if not on a high note, at a least a…
