Intel touted huge wins with Qualcomm and Amazon for their foundry business, but a deeper investigation reveals there are no chips deals penned. Intel will only package for Amazon, and Qualcomm is only evaluating the technology.Read more
MediaTek is targeting the flagship mobile world next year by shipping the highest density node, TSMC 4nm before anyone else. They will utilize the best standard Armv9 cores with X2, A710, and A510. It will also bring 5G GPP Release 16 support. MediaTek may snatch the Android CPU crown away from Qualcomm and Samsung!Read more
Apple has long been considered the primary TSMC partner as the first mover to new process technologies, but this is changing.
Based on comments from TSMC’s CEO, Qualcomm and/or MediaTek will be releasing a N3 smartphone SOC before Apple!
Nvidia is a leader and visionary in the industry, but their stock price has ran far ahead of the business fundamentals. Their current stock price shows eerie similarities to other bubbles that came before!
Banks and retail investors are over-extrapolating outsized growth.
Graphcore, a $2.8B AI startup, looks like a failure! Their hardware and software simply don’t measure up.
They are require twice as much 7nm silicon to achieve slower results with worse pricing, TCO, and software support.