China Chips and Moore’s Law

Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.

Nvidia On the Mountaintop

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

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.

An Interview with Chip War Author Chris Miller

An Interview with Chip War author Chris Miller about why the U.S. succeeded in chips when the USSR didn’t, globalization and the importance of Taiwan and South Korea, and China’s prospects post chip ban.

TSMC Earnings, Geographic Flexibility, The 7nm Question

TSMC’s earnings, even when disappointing, show how strong the company’s position is. Still, there are open questions about using leading edge capacity in the future.