Chips
-
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.
-
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.
-
TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
-
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.
-
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.
-
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.
-
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.
-
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
-
Intel and AMD to Collaborate on x86, A History of Intel and AMD, ARM and AI
Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality.
-
Intel Changes, Qualcomm-Intel Rumors, Microsoft and Three Mile Island
Intel is making more changes, and announcing at least one deal with AWS, while Qualcomm is reportedly looking into an acquisition or merger. Plus, Microsoft is paying for restarted nuclear.
-
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.
-
Broadcom and Intel?, Nvidia Earnings, DOJ Investigating Nvidia
Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which the Justice Department wants to punish success.
-
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.