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
Why it matters: Over the past few years the semis industry has become somewhat obsessed with autos. Every major chip company now dedicates a fair amount of coverage to cars in all their investor presentations. Or at least it seems that way. In part that reflects a genuine growth in auto semis, and in part the tapering of growth in many other categories like mobile, PCs, etc.
Lenovo drives form factor innovations in PCs and "extended reality"
Technical advances in devices are critical, but physical design is arguably even more attractive
Networking: the more things change, the more they stay the same
Some insight on Google's Aquila, built for ultra-low latency networking
AMD Ryzen 7000 is off to a slow start, Zen 4 sales are not good
The big picture: As you know, AMD launched their new Zen 4, Ryzen 7000 processors about two weeks ago now and hopefully you've all seen our reviews of the four models. There are a number of strengths to these new parts, including performance – however, AMD is facing a bit of a hurdle since their introduction, and that is convincing people to actually buy them.
Google unveils a host of open data and AI advancements at Cloud Next
And the launch of a new industry consortium called the OpenXLA Project
Ubisoft thinks you should pay $120 for Far Cry 6 GOTY Edition even though it didn't win a GOTY award
Does this mean I can declare myself Employee of the Month?
WTF?! Far Cry 6 Game of the Year (GOTY) Edition launches on Friday as an inexplicably strange bundle and costs $120. Several things make this version of the game weird, which I will touch on, but the main takeaway should be: Don't buy it. We don't want to encourage this type of marketing.
From PCs to cars: Nvidia, Qualcomm and Intel race to automotive semis
The influence that semiconductors and tech continue to have on traditional industries
