Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple’s leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the future doesn’t look so bright. Apple currently has the best client CPU cores, but can they hold this lead against stronger competition from Intel, AMD, and Qualcomm?

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NXP Semiconductor (NXPI) CFO Sells 70% Of His Shares As Samsung Acquisition Rumored To Fall Apart

NXP Semiconductor CFO sells nearly 70% of his shares as Samsung acquisition rumored to fall apart!
Kelly Peter sold 142,311 of his 203,749 shares.
Maybe there is another, completely justifiable reason he needed $32M all at once, but SemiAnalysis did not find one.

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Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

SemiAnalysis believes this will be the first truly high-performance RISC V design! We are still not sure what their business model is. Licensing, datacenter, mobile, or building until they are acquired by a larger firm all could be viable. Regardless, there seems to be a new, aggressive startup on the block, but this time in the RISC V flavor!

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The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D

Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.

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The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues

Tesla’s Dojo chip and supercomputer have mouth salivating specifications and capabilities, but cost, custom interconnects, memory constraints, lack of software, and the fact that this chip is 2022 or beyond is something we have to keep in mind. SemiAnalysis investigates these while also exploring the partnerships with traditional semiconductor firms.

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Kulicke & Soffa Industries, $KLIC, Crushes Earnings But Continues To Sandbag, $6 EPS ’21, $6.75 EPS ’22

SemiAnalysis has been clamoring about $KLIC for nearly a year on Twitter and backchannels, and after outsized beats, we are even more bullish. Even after the recent run up, it is currently trading at about 10x SemiAnalysis’s 2021 Projected EPS ($6). This is above Wall Street consensus, but there is room for this estimate to be beaten. 2022 Projected EPS is $6.75.

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Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

Tesla is known for having their own silicon strategy for their automobiles and was rumored to be working on a AI training chip for their own datacenter use cases as well. An image of this chip was posted and it is quite bizarre. It looks like it could be the first TSMC InFO_SoW product.

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Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts

Many investors have feared the rise of the Chinese semiconductor industry, especially in equipment and chemicals. This alongside coverage from certain analysts has led to huge valuations in the Chinese equipment and chemical industry. This is a cautionary tale on trusting the word of analysts.

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Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

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.

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MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC

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!

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