Compute
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
chip
Compute
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
Compute
The Irony Of AWS Being Intel’s Latest Savior
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. …
AI
TSMC Seeks To Make Itself More Indispensable Than It Already Is
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. …
AI
Ongoing Saga: How Much Money Will Be Spent On AI Chips?
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. …
Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
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. …
Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Compute
Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs
The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …
Compute
TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
Compute
The Chips Are Down For TSMC, But Not For Long
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …