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D2D: CES, TSMC and More
In which we recount our visit to CES, the futility of tariffs, Nvidia’s immense software momentum and a quick look at TSMC’s results.
Jan 21
2
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D2D: CES, TSMC and More
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D2D China: CES 2025 - The Whole Value Chain
The best and the worst of the PRC economy was on full display at CES this year.
Jan 13
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D2D China: CES 2025 - The Whole Value Chain
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Custom is In the Eye of the Beholder
Marvell, Broadcom, Agentic AI and more
Jan 6
2
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Custom is In the Eye of the Beholder
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December 2024
The Real End of Moore's Law
What will happen when TSMC raises prices to $40,000/wafer? $50,000? And what could stop them?
Dec 10, 2024
10
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The Real End of Moore's Law
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1
Wave of Fabrication
We launch our PRC fab tracker, digging into the wave of fab capacity already on line and coming soon.
Dec 2, 2024
3
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Wave of Fabrication
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November 2024
D2D: More questions than answers
A look at the x86 cross license and what it would mean for an acquisition of Intel, and a look at Arm and Qualcomm results.
Nov 18, 2024
10
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D2D: More questions than answers
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2
Money Changes Everything...in Fabs
A look at the ways in which economic policy can lead to leadership like TSMC has.
Nov 4, 2024
2
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Money Changes Everything...in Fabs
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October 2024
D2D China: Normalizing Huawei
How would we evaluate Huawei if it were any other company? Let's do some math.
Oct 28, 2024
2
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D2D China: Normalizing Huawei
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The Bubble Must Eat
AMD makes progress, but still disappoints?; Intel seems to have lost the plot; an overabundance of AI accelerators; and more.
Oct 14, 2024
5
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The Bubble Must Eat
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September 2024
After the Intel-pocalypse
A lot about Intel, and more about servers, firmware and a little about industrial policy.
Sep 30, 2024
5
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After the Intel-pocalypse
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Is China's venture ecosystem imploding?
China used to have an incredibly robust venture industry, but its glory days seem to be behind it.
Sep 23, 2024
1
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Is China's venture ecosystem imploding?
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Saving Private Intel
We look at how and how much it would take to save Intel without government subsidies. We also explore the complexities of getting GPUs servers into the…
Sep 16, 2024
3
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Saving Private Intel
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