Semiconductor articles

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How to sell a CPU

Editor's take: Much of the focus in semiconductors is on chip performance, and so for many outside the process it can be mystifying why sometimes a "better" chip loses out to a "weaker" chip. To name just one example, Intel still sells a lot of server CPUs despite their poor comparison with the latest AMD or Arm offerings.
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Opinion: Semis Top Five

Editor's take: The industry has changed a lot in the eight years since we wrote our first analysis on the top five chip companies. We anticipated semis were no longer a growth industry and the only way for companies to keep growing was to win market share (hard) or buy other companies. This is especially true in semiconductors because most of these companies outsource their manufacturing to foundries like TSMC and GlobalFoundries.