Category: Silicon
Posted Date:
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Keeping up with the Li’s
To stay competitive in leading edge semis fabs, companies need to generate roughly double the cost of a fab in revenue. By this math Intel is cutting it pretty closely. It also…
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Backing NVDA’s numbers out of TSMC
Some back of the envelope math. Backing out Nvidia’s numbers from TSMC’s results point to a good quarter from Nvidia, possibly a very good one.
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Can another fabless giant emerge?
Can stand-alone semis companies survive and grow into platform giants? The path is there, but it is very hard to reach that goal.
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Is Anyone Going to Make Money in AI inference?
The market for AI Edge Inference may not monetize well for the semis vendors.
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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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AMD Does Not Need to Outrun the Bear
So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.
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Arm and RISC V: Can There Only Be One?
Everyone assumes that Arm and RISC V are locked in a Highlander contest where there can only be one, but in practicer we think we are going to see a lot more…
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Semis IP Market Overview
The market for Semis IP has gotten a lot more interesting in recent years, and looks set to become even more so. And while the incumbents retain their market concentration, the changing…
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RISC V – Lots of Motion, Some of it Foward
RISC V is seeing a lot of interest and enthusiasm. As it matures, expect to see consolidation, a more realistic set of end-market goals, and probably a looming fight down the road…
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Apple M3 and the State of CPUs
Apple’s M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched 3 chips all at once. It is…
