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D2D China: China Returns to CES
Huawei is everywhere again, G42 as seen from China and more
D2D: The AI Party Has Been Postponed CES 2024
Edge vs. Cloud Inference, XR Resurfaces, Auto Semis and much more
2
Wave of Fabrication
We launch our PRC fab tracker, digging into the wave of fab capacity already on line and coming soon.
2
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?
1
D2D China: China Tour 2024
We spent the past month visiting companies in Greater China and found things to be pretty good...
China Macro Through the Lens of Semis
WFE Advances, Fabless Struggles
D2D: Intel's New Reality
Ten things we hate about Nvidia and Qualcomm's growing developer outreach
D2D China: Normalizing Huawei
How would we evaluate Huawei if it were any other company? Let's do some math.
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.
2
Hard Times on the Unemployment Line
Huawei is everywhere again, G42 as seen from China and more
The Bubble Must Eat
AMD makes progress, but still disappoints?; Intel seems to have lost the plot; an overabundance of AI accelerators; and more.
D2D China: Turning Point in China Semis?
US sanctions have had a big impact, but there are now signs of growth or at least stability starting to emerge in the sector.
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