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Evaluating Intel’s Roadmap and PC TAM Assumptions
Event Overview Intel’s recent online update on the PC total addressable market (TAM) and the client roadmap emphasized a long-term PC market near 300 million units/year and highlighted forecasting accuracy...
Evaluating Intel’s Roadmap and PC TAM Assumptions
Event Overview Intel’s recent online update on the PC total addressable market (TAM) and the client roadmap emphasized a long-term PC market near 300 million units/year and highlighted forecasting accuracy...
TSMC Wafer Pricing, Capital Intensity, and Cape...
2022 Performance and Mix TSMC’s 2022 revenue rose 33.5% to US$75.88 billion, marking its first year surpassing Intel by revenue. The year was driven by leading-edge strength, particularly 5 nm,...
TSMC Wafer Pricing, Capital Intensity, and Cape...
2022 Performance and Mix TSMC’s 2022 revenue rose 33.5% to US$75.88 billion, marking its first year surpassing Intel by revenue. The year was driven by leading-edge strength, particularly 5 nm,...
India Chip Manufacturing Incentives: Assessment...
Context and Policy Timeline Semiconductors have become central to industrial policy as supply chain risk and geopolitical tension intensify. India—despite a large design workforce—has negligible manufacturing share; legacy state facility...
India Chip Manufacturing Incentives: Assessment...
Context and Policy Timeline Semiconductors have become central to industrial policy as supply chain risk and geopolitical tension intensify. India—despite a large design workforce—has negligible manufacturing share; legacy state facility...
RISC-V CPU Landscape: 13 Companies and Ecosyste...
Summary RISC-V adoption is accelerating across embedded, consumer, and early server-adjacent markets. Shipments in the embedded world now total in the tens of billions of cores. Multiple vendors report large,...
RISC-V CPU Landscape: 13 Companies and Ecosyste...
Summary RISC-V adoption is accelerating across embedded, consumer, and early server-adjacent markets. Shipments in the embedded world now total in the tens of billions of cores. Multiple vendors report large,...
Does 3nm Scaling Make Sense Economically for TSMC
Overview New disclosures on 3 nm-class manufacturing underscore a structural shift: node shrinks no longer guarantee lower cost per transistor. Recent presentations detailed N3B and N3E, while plans expanded for...
Does 3nm Scaling Make Sense Economically for TSMC
Overview New disclosures on 3 nm-class manufacturing underscore a structural shift: node shrinks no longer guarantee lower cost per transistor. Recent presentations detailed N3B and N3E, while plans expanded for...
Fungible’s Exit: DPU Strategy Lessons from a Fi...
Summary Fungible, a well-funded data processing unit (DPU) startup founded in 2015 and backed with >$370 million, failed to convert its early lead into sustainable traction. Despite a head start...
Fungible’s Exit: DPU Strategy Lessons from a Fi...
Summary Fungible, a well-funded data processing unit (DPU) startup founded in 2015 and backed with >$370 million, failed to convert its early lead into sustainable traction. Despite a head start...