Opinion articles

disengaging china semiconductor manufacturing opinion

Disengaging from China manufacturing is hard, but it's happening slowly

A hot potato: Like a train leaving the station, it now seems inevitable that US companies are moving to reduce, or entirely eliminate, their reliance on China. It took a long time to get started, companies had been complaining about changing conditions in China for a decade. The 2018 trade war was the spark that really got them moving, and their progress has only been gaining momentum since then. This process will take years, maybe decades, but at this point is probably unstoppable.
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Home Depot for DIY Chips: What's the going trend?

The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
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Opinion: The Android-ification of Cars

Cars are still less than 10% revenue for most chip companies
Why it matters: Over the past few years the semis industry has become somewhat obsessed with autos. Every major chip company now dedicates a fair amount of coverage to cars in all their investor presentations. Or at least it seems that way. In part that reflects a genuine growth in auto semis, and in part the tapering of growth in many other categories like mobile, PCs, etc.
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AMD Ryzen 7000 is off to a slow start, Zen 4 sales are not good

The big picture: As you know, AMD launched their new Zen 4, Ryzen 7000 processors about two weeks ago now and hopefully you've all seen our reviews of the four models. There are a number of strengths to these new parts, including performance -- however, AMD is facing a bit of a hurdle since their introduction, and that is convincing people to actually buy them.
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Ubisoft thinks you should pay $120 for Far Cry 6 GOTY Edition even though it didn't win a GOTY award

Does this mean I can declare myself Employee of the Month?
WTF?! Far Cry 6 Game of the Year (GOTY) Edition launches on Friday as an inexplicably strange bundle and costs $120. Several things make this version of the game weird, which I will touch on, but the main takeaway should be: Don't buy it. We don't want to encourage this type of marketing.
sql processing unit enterprise database

Meet the... SQL Processing Unit?

The world is obsessed with "data"
In context: Databases are in something of a Golden Age right now. There is an immense amount of development taking place in and around the way we store and access data. The world is obsessed with "data," and while we would not call it the "new oil," our ability to manipulate and analyze data continues to advance in important ways. But at their heart, databases are fairly straightforward things – repositories of data.
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Very Expensive: First reactions on Nvidia's RTX 4090, RTX 4080, DLSS 3 and more

The big picture: Nvidia finally took the wraps off their next-generation GeForce 40 series graphics cards, which feels like it's been a long time coming considering all the leaks and rumors over the last year or so. We've spent some time analyzing Nvidia's presentation to give our thoughts on the new RTX 4090 and RTX 4080 series GPUs and to break down some of Nvidia's confusing performance reveals that obfuscate the most important information.
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US-China semiconductor battle: Second and third order consequences

Not so obvious ripple effects
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question -- what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.