Direct and collateral effects of the CHIPS act
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.
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?
How future PC designs and business models could continue to evolve
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
Highlights from AWS re:Invent and how far Arm-based CPUs have come
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.
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.
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.
How the mighty have fallen
Technical advances in devices are critical, but physical design is arguably even more attractive
Some insight on Google's Aquila, built for ultra-low latency networking
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.
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.
The influence that semiconductors and tech continue to have on traditional industries
The big picture: Intel has ambitions to create a foundry business by manufacturing chips for other companies. This is an important strategic initiative that the company will need to recoup the massive investment it is now making in fabs around the world.
The world is obsessed with "data"
In context: Databases are in something of a Golden Age right now. There is an immense amount of development taking place in and around the way we store and access data. The world is obsessed with "data," and while we would not call it the "new oil," our ability to manipulate and analyze data continues to advance in important ways. But at their heart, databases are fairly straightforward things – repositories of data.
The big picture: Nvidia finally took the wraps off their next-generation GeForce 40 series graphics cards, which feels like it's been a long time coming considering all the leaks and rumors over the last year or so. We've spent some time analyzing Nvidia's presentation to give our thoughts on the new RTX 4090 and RTX 4080 series GPUs and to break down some of Nvidia's confusing performance reveals that obfuscate the most important information.
Not so obvious ripple effects