An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
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.
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.
Peloton’s Operations, Intel Buys Tower Semiconductor, What Now for ARM (plus Intel + RISC-V)
One more point on Peloton’s poor operations, then more news from the chip industry: Intel makes an acquisition and ARM is on its own.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed
The Automotive Chip Shortage, Cheap and Complex, A Useful Crisis
The chip shortage facing the automobile industry has more to do with the auto industry’s failure to understand chips than a lack of U.S. capacity; still, a crisis in one area might fix another.
Apple Earnings, An Interview with Jay Goldberg About Chips and Intel
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
Intel Follow-up, Qualcomm Buys Nuvia, Netflix Earnings
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?
It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.