Arm and RISC V: Can There Only Be One?
In almost every discussion of RISC V’s position in the ecosystem the Instruction Set Architecture (ISA) is positioned as a direct competitor to Arm. Most people view the two ISAs as being engaged in a...
View ArticleAMD Does Not Need to Outrun the Bear
AMD held an analyst event this week. This was their second event this year. At their event in June, they announced an impressive looking GPU purpose-built for AI, the Mi300; had a number of high...
View ArticleWhat does Marvell want to be?
Long before we became legends in the Semiconductor Podcasting industry, we struggled with what we wanted to do with our lives. As most people who have navigated their career knows, long-term plans...
View ArticleIs Anyone Going to Make Money in AI inference?
A big topic in semis today is the recognition that the real market opportunity for AI silicon is going to be the market for AI inference. We think this makes sense, but we are starting to wonder...
View ArticleCan another fabless giant emerge?
Imagine we invented a new technology that let semis draw a small amount of power from human motion. This is impressive but does not bend the laws of physics, it has a set of obvious applications...
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Backing NVDA’s numbers out of TSMC
Quick note today as we are dealing with the full brunt of flu and covid season right now at D2D HQ. On the latest episode of The Circuit, we talked a lot about Intel’s diminishing significance in the...
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Keeping up with the Li’s
Over ten years ago we read a really interesting piece of financial research from Jeffries analyst Mark Lapacis. This note contended that as the cost of building leading edge semiconductors fabs...
View ArticleArtificial Life on the Edge
Obviously, we have been discussing AI a lot, and looking closely at AI on the edge. When we think of AI on devices that consumers pay for, we tend to think of in terms of inference. In this framework,...
View ArticleIntel Foundry Financials Revealed
Yesterday Intel broke out the financials for their fab operations as they begin formally reporting thes segment as a stand alone entity. We made some guesses about their numbers back in February, and...
View ArticleIntel – You Can Never Go Home Again
We attended Intel’s Vision partner event this week and came away with a better idea of the company’s prospects. Our sense is that Intel is never going to be the company it once was, and that is not a...
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