There is no question that one of the smartest things that chip designer, packager, and manufacturing process manager Marvell Technology did was to shell out $650 million in May 2019 to buy Avera Semiconductor. …
Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …
With AI being the biggest change in IT infrastructure since the Dot Com boom, it was no surprise that at the annual Cisco Live event last month in San Diego, the focus was on AI – and particularly agentic AI – and how the networking giant differentiates itself from other infrastructure vendors when it comes to the emerging technology. …
It has been two and a half months since new chief executive officer Lip-Bu Tan gave the keynote at Intel’s Vision 2025 event, and the company has been relatively quiet by its own standards over the past several decades as Tan gets the lay of the land and tries to plot out the course of the company to rebuild its foundry business and reorient and focus its chip design and sales business. …
People are impatient for Intel to get fixed, and have been for many years. …
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
Intel needs a whole lot of big wins for both its chip design and selling business and its increasingly arm’s length foundry business if it is going to turn itself around and be competitive with AMD and Nvidia on the left hand and with Taiwan Semiconductor Manufacturing Co on its right. …
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
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