Bridging the gap between business and the worlds most important industry.
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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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.
Morgan Stanley has downgraded TSMC $TSM in a blubbering 83-page report which caused its valuation to tumble by $25 billion. This report is full of errors and falsehoods. SemiAnalysis dissects some of these glaring mistakes.
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Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel’s Trojan Horse into the foundry business!
Google’s New Custom Argos Silicon Replaces 10 Million Intel CPUs! The Argos VPU allows them to enable VP9 across all of their services. In the process of building this chip, Google even created their own EDA tool called Taffel!
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Nvidia has beat earnings expectations yet again on the backs of datacenter and gaming lines. They crushed investors expectations with healthy growth in every sector, but a deeper look reveals some potential concerns.
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Despite TSMC’s claims of a 1.35x shrink on SRAM, Apple’s system cache has only shrunk 1.22x. This has far reaching implications for the industry.
Designers cannot use increased LLC sizes as a crutch forever given N5’s 1.35x SRAM shrink and N3’s paltry 1.2x.
Over time, Jensen Huang will muscle out other Arm vendors supplementing them with Nvidia’s in-house designs. The open Arm ecosystem will be hijacked, and be replaced with a closed off ecosystem rivaling or exceeding that of Intel and AMD.
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