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 Earnings, Intel’s Plunging Margin, The Dividend Question
Intel’s earnings are brutal, but it is a brutal result years in the making. That mismatch between decisions and consequences probably explain why Intel continues to pay a dividend despite its need for cash.
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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.
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An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI
An interview with Daniel Gross and Nat Friedman about ChatGPT and the near-term future of AI, Apple’s huge opportunity, the importance of bias, and the GPU paradox.
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An Interview with Gregory C. Allen About the Past, Present, and Future of the China Chip Ban
An interview with Gregory C. Allen about the Biden administrations China chip export controls, plus the broader historical context of U.S.-China relations, the history of Silicon Valley and the U.S. military, and the factors that drove the globalization of chips in the first place
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TSMC in Arizona, Arizona Challenges, Realities and Motivations
There is a lot of excitement about TSMC’s announcements in Arizona, but the reality is a bit more grim, even if the motivations of everyone involved are understandable.
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Lensa and Stable Diffusion, Stable Diffusion and Apple Silicon, Open Questions
More AI developments, first in terms of iPhone apps and Stable Diffusion, and the Apple Silicon optimizations. Then, open questions about the AI market going forward.
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China Chip Ban Clarifications; Nvidia’s A800; China, Intel, and Tower
The clarifications of the China Chip Ban were in-line with expectations, and Nvidia’s workaround is similarly unsurprising. China’s means of retaliation, though, may hit Intel.