The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.
Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act
An Interview With Jay Goldberg About the Chip Slowdown, Intel and Nvidia, and the CHIPS Act, plus Nvidia’s perfect storm, the importance of software versus chip design, and why Goldberg is so optimistic about ARM in the data center.
Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. the Merge
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
Political Chips Follow-Up, Intel Earnings, SMIC at 7nm
Intel as an analogy for the post-war US, the company’s disappointing earnings, and SMIC’s breakthrough
Political Chips
Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.
CHIPS Act; America, China, and Intel; Micron and TSMC
The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.
An Interview with “Father of the iPod” Tony Fadell
An interview with Tony Fadell about the iPod, iPhone, Apple’s history with Samsung, Nest, the future of ARM, and his new book “Build”.
AMD (and Intel) Earnings, TSMC Earnings, Morris Chang on U.S. Semiconductor Production
AMD and TSMC are rising together, while Intel falls behind; TSMC founder Morris Chang thinks its a mistake to help the latter catch-up.
Russia and the Four Internets, Shifts and Social Media, Gelsinger Interview Follow-Up
The Internet continues to split over politics, in this case the Ukraine-Russia conflict; the biggest impact, though, is social media. Plus, follow-up to the interview with Intel CEO Pat Gelsinger.