Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Intel Earnings; An Interview with Jay Goldberg About Nvidia, ARM, and Intel
Intel’s earnings showed lower margins, and it won’t be the last time. Then, an interview with Jay Goldberg About Nvidia, ARM, and Intel.
Mr. CISC vs. Mr. RISC, ARM and AMD Threats, Gelsinger’s Three Tenets
The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
The Great Bifurcation Follow-up, More on Intel and TSMC, Intel to Spin Out Mobileye
Follow-up on The Great Bifurcation, then more on Intel’s relationship with TSMC, and why the latter needs the former. Plus, spinning out Mobileye is a great idea.
Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
FTC Sues to Block Nvidia ARM Acquisition, Innovation and the Data Center, ARM’s Future
The FTC is suing to block Nvidia’s ARM acquisition; it is a plausible argument, although Nvidia can make a pro-innovation case. Regardless, ARM’s future looks shakier than before.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Nvidia’s can ship so many new things because it is building on a common foundation; then, Nvidia’s Omniverse gives another way of thinking about the Metaverse.
TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed