Category: Strategy
Posted Date:
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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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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…
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Time for an Outside Investor in Intel
Intel needs to sell a stake to a consortium of outside investors.
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Well that was a quarter… Intel misses…by a lot
The fact that Intel had a bad quarter is not that surprising. What is surprising is the extent to which management does not seem to have a handle on how to communicate…
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Power Politics and GPUs
As much as it would make sense for Nvidia to focus solely on being the leading AI silicon vendor, their rise to power has left them with little choice but to continue…
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What do the Hyperscalers Want?
In the semis landscape, when we talk about the hyperscalers we tend to focus on chip performance and power. Instead we should look at what problem they are really trying to solve…
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Bending Metal: The Changing Server Business
Processors only make up ~20% of the cost of a server. We take a look at the business behind the rest of the bill of materials.
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Intel – You Can Never Go Home Again
We need to stop thinking about Intel as a company seeking to recapture its past glory. Those days are over. Instead, we need to evaluate the company where it stands today. And…
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Playtron and the Future of Handheld Gaming
Recently de-cloaked start-up Playtron has creating a new OS targeted at portable gaming consoles that could be a critical bridge in brining more gamers into the market for PC-quality games.
