Category: Strategy
Posted Date:
-
Apple Silicon – The Rest of Us
Apple Silicon – The Rest of Us – Apple’s silicon design team has not only delivered an impressive CPU, but they also appear to be managed better than any other chip company…
-
CFO – Dr. No vs. The Enabler
Good CFOs need to understand their companies. Their role shouldn’t be the Veto-holder or decision maker. Instead, they should help companies frame and measure decisions.
-
Raising and Spending Money in Uncertain Times
Raising and Spending Money in Uncertain Times – Even the best CEO needs help allocating capital, a wholly different skill than other CEO decisions.
-
Intel Follow-Up – Data Centers
Intel Follow-Up – Data Centers are no longer the Intel stronghold they once were. AMD has gained share, the big customers are designing their own chips, and suddenly owning the CPU is…
-
Scenario Planning for the New Uncertainty
Scenario Planning for the New Uncertainty – the spread of the virus, the overall economy, and most importantly, the way individuals adjust their decision making – are going to play a big…
-
Raising Money in the New Uncertainty
Raising Money in the Great Uncertainty – If you run a business that relies on raising capital, start preparing to raise the next round now, even if you have plenty of money…
-
How China’s Semis Complex Invests for Growth
The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.
-
How Can (Should) the US Re-Build Its Semis Industry?
UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating away at…
-
Down a 5G Rabbit Hole
Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….
-
Eye of the Beholder: Nvidia to acquire Cumulus
Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.
