Nuvia
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Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.
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An Interview with Arm CEO Rene Haas
An interview with Arm CEO Rene Haas about building subsystems on the leading edge and evolving Arm’s business model.
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An Interview with Qualcomm CEO Cristiano Amon
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.
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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.
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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
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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.
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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.