The computerized, cloudified 5G network is getting real
Forward-looking: One of the most famous phrases about the value of networks came from Sun Microsystems' Scott Gage in 1984 when he declared that "the network is the computer." That long-time Sun tagline referred more to the value of connecting computers together and the concept of thin clients attaching to a centralized computing infrastructure than cellular networks. Nevertheless, it remains a prescient, pithy synopsis of where the computing and telecom worlds have been headed for the last three decades.
China on autos: Consider yourselves warned
The Chinese EV market is showing a new way to build cars, or at least new ways to build supply chains for cars
Renewed enthusiasm for 5G infrastructure at MWC 2023
Why it matters: While there hasn't been a whole lot of groundbreaking 5G news on the consumer front for some time, it's clear there's a whole lot of work and innovation happening in another part of the 5G ecosystem: infrastructure. There's growing activity from traditional "compute" industry vendors eager to make an impact on the telco world. Everyone from chip companies like AMD, to server hardware manufacturers such as Dell, to software houses like Red Hat are doubling down on their efforts to help disrupt the market.
The pace of investment in tech has hit a (temporary) pause
The capital markets and you
Intel is in a very bad place, and they need to admit it
And while Intel is fighting for its life, the rest of the industry is moving on
Editor's take: After 30 years of dominance, the industry has come to view Intel as a giant who has fallen on hard times. We do not think this is the right way to view the company, and it creates mental blind spots which hinder our ability to assess what are the right next steps for the company. But it's true, Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was, and probably has not been for a long time.
Why Steam Deck Is One of the Most Significant PC Gaming Moments in Years
While the launch of the Steam Deck was the opposite of pompous, Valve's gaming handheld has kept gaining momentum. One year later, let's take a look at the impact it's had on the PC gaming market.
China's supply chain: Shenzhen wasn't built in a day
Meanwhile, US companies are doing everything they can to reduce their reliance on China
Samsung looking to impact the PC market with sleek third-gen Galaxy Book laptops
Unpacked event was used to launch both smartphones and laptops for the first time
When it comes to semiconductors, leading is not everything
Direct and collateral effects of the CHIPS act
Editor's take: Undeniably, we usually spend a lot of time talking about leading edge semiconductor manufacturing. This is a common mistake that everyone falls into when discussing semis, one which we are as guilty of as anyone. The world is rightly focused on the scarcity of companies capable of operating at the leading edge, but there is a lot more to semis.
Has Nvidia won the AI training market?
We don't know the answer to this question. But we suspect it is true.
AI will go mainstream in 2023
The significance of AI is becoming more commonplace and impactful for a large percentage of the population
Highly anticipated: One of the many challenges in analyzing and predicting trends in the tech industry is that some topics get so much coverage well before they're ready that by the time they start to really impact the market they sound like old news. Artificial Intelligence (AI) is a great example of this phenomenon.
How did TSMC get so good?
There is no simple answer, but we think there are a few factors that really stand out...
The big picture: By now, we are all familiar with the fact that TSMC is, by far, the most capable semiconductor manufacturer in the world, with all the entails for the industry and geopolitics. And as this reality sets in, many people have been asking us how did they get so good?
Dell's Project Luna concept showcases the future of sustainable PCs
How future PC designs and business models could continue to evolve
Rethinking auto manufacturing: Poised for disruption?
Automakers have already tried every manufacturing model, and yet...
Lattice Semiconductor expands to mid-range FPGAs, goes after Intel's Arria and AMD's Xilinx offerings
Avant-E 500 tops at 5 tera operations per second
Amazon AWS extends computing offerings, showcases powerful new Graviton3E chip
Highlights from AWS re:Invent and how far Arm-based CPUs have come
Disengaging from China manufacturing is hard, but it's happening slowly
A hot potato: Like a train leaving the station, it now seems inevitable that US companies are moving to reduce, or entirely eliminate, their reliance on China. It took a long time to get started, companies had been complaining about changing conditions in China for a decade. The 2018 trade war was the spark that really got them moving, and their progress has only been gaining momentum since then. This process will take years, maybe decades, but at this point is probably unstoppable.
Home Depot for DIY Chips: What's the going trend?
The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
Opinion: What is a technology company?
If we use a broad definition of technology, then everything is a technology company and that's a problem
Facebook in the Metaverse of Madness
The technology is just not there yet, and the entire concept might not be either
Opinion: The Android-ification of Cars
Cars are still less than 10% revenue for most chip companies