Category: Strategy
Posted Date:
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Could? Should? Would? – Mobile OS
Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.
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Heterogeneous Compute
Heterogeneous Compute – The competitive dynamics of the processor markets were static for years, but the demand for “AI” and the emergence of new customers/competitors means the market for all processors is…
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ARM Wrestling
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have moved their…
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Google close Stadia Studios
Google closing Stadia Studios is not entirely surprising but it serves as a good place for us to take a closer look at the Gaming Internet.
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Hardware is Hard
Hardware is Hard – Fun with numbers – A hardware company could spend $3 million to launch their first device. A software company could get to revenue faster and still have a…
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How does Amazon do it?
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates
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Where will Apple take Silicon next?
Where will Apple take Silicon next? – Apple is looking to build its own GPUs next, and that will give them a clever way to boost PC margins.
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How much is Intel Foundries worth?
How much is Intel Foundries worth? – Splitting Intel in two makes a lot of sense from a strictly financial perspective, but would like be an operational nightmare, diminishing that financial value…
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Should Intel Split in Two?
Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, StrategySemis Musical Chairs – AMD for XLNX
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by…
