Chips
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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.
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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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Intel’s Death and Potential Revival
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
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An Interview with Tae Kim about Jensen Huang and The Nvidia Way
An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.
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AWS re:Invent, Nova and Model Choice, AI as Commodity
AWS’ re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special.
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Gelsinger Out at Intel, What Happened, Ten Years Too Late
Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.
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Nvidia Earnings, Strawberry and Video, The Networking Question
Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs between Blackwell and Hopper, and it impacts both Nvidia’s prospects and its networking sales.
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A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
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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