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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Rapidus, The End of Economic Rationality, AI Disruption
Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.
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An Interview with Synopsys CEO Sassine Ghazi About Designing Chips
An interview with Synopsys CEO Sassine Ghazi about the history of chip design, how AI makes new processes possible, and why the future is systems.
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TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling
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An Interview with Ben Bajarin About Smartphones, AI, and Intel
An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.
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Intel Honesty
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.
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Intel Earnings, Intel’s Nadir
Intel’s earnings were bad again, but the downward movement in the stock should have been priced in years ago; current management, meanwhile, can’t be evaluated for at least two more years.
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TSMC Earnings, The AI Milestone
TSMC’s earnings included the milestone of high-performance computing — including AI — surpassing smartphones; the next milestone is Apple no longer being TSMC’s leading-edge customer.