TSMC
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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.
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TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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Apple Earnings, Supply Chain Speculation, China and Industrial Design
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
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Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader.
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An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
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TSMC Earnings, The TSMC Brake, Intel Earnings
TSMC’s earnings reinforce the possibility that TSMC’s willingness to invest is real governor on the AI bubble. Intel needs to provide some competition.
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OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia
OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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Nvidia and Intel, Tan’s Earnings Call Negotiation, Deal Specifics
Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems.