Category: Strategy
Posted Date:
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What is happening to the supply chain?
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but…
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Semiconductors’ Midlife Crisis
Semiconductors’ Midlife crisis – Chip companies need to start thinking about how they want to spend their golden years – save up for retirement or blow it all on big splashy initiatives…
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Everybody Wants to Be a Technology Company
Everybody Wants to Be a Technology Company – Big companies working with start-ups requires a lot of patience and flexibility on both sides
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Consumers – The Final Frontier of Space
Going to space has gotten a lot cheaper over the past few years. Once solely the domain of the nation sates, it is now possible for almost “anyone” to launch am orbital…
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China has won the AI Accelerator Race
AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or…
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Financial models – This is the Way
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a…
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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, WirelessWho benefits from Huawei’s predicament?
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The StreetTrouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for…
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5 chip companies revisited
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be…
