Leonard Lee of neXt Curve considers the potential impact of a dispute between Qualcomm and Arm on the US semiconductor industry amid growing competition from Asia.
Continue readingArm-Qualcomm Lawsuit Could Muddle US Chip Design …
Nvidia + Arm makes a tough pill to swallow: Lee
On December 2nd, 2021, the FTC announced that it would move to block Nvidia’s acquisition of Arm Holding. This most recent complaint has become another link in a global chain of regulatory legal challenges and reviews that could sink Nvidia’s $40 billion bid first announced on Sept. 13, 2020.
The deal was bound to be a tough one to close from the outset as marquee Arm licensees such as Qualcomm, Alphabet, and Microsoft protested the union. However, Nvidia did manage to muster public support from Mediatek, Marvell, and Broadcom support for the transaction shortly after.
Continue readingLee: Is Nvidia Grace a sign of doubt?
Nvidia’s entry into the data center CPU game has been widely celebrated as a landmark move that poses an existential threat to Intel’s dominance in the data center. Accordingly, Nvidia’s stock jumped 5.62 percent upon the announcement while Intel’s dropped 4.18 percent. However, the advent of Project Grace feels like something else. It could suggest that Nvidia sees the writing on the wall and needs a hedge in the event that Nvidia’s $40 billion acquisition of Arm falls through.
Continue readingTech Insight: Heterogenous Computing
The semiconductor industry is the foundation of our digital world. Everything runs on semiconductor products and continues to advance with each new process node. As we reach the physical limits of Moore’s Law, what comes next? Heterogenous computing and heterogenous packaging are opening up new possibilities for progressing Moore’s Law through advancements in the way that we design, integrate semiconductor devices and systems.
Continue readingIndustry Insight: Nvidia + Arm – An Industry Positive or Negative?
Shortly after Softbank announced that it was looking to spinoff or sell Arm, which they acquired in 2016 for $32 billion, the rumor mill went into full speed. Speculation ran the gamut from Intel to Apple as potential buyers. Who would court Arm? Rumors settled on Nvidia, the GPU company. Would a Nvidia + Arm union make sense? After all, Nvidia has done well and created a disruptive narrative within the semiconductor industry with its GPU-centered plot line which branches off into numerous subplots in telco networking, edge computing and various AI application domains such as autonomous vehicles, intelligent systems and smart manufacturing.
Continue readingTech Insight: Apple Silicon
At Apple’s 2020 Worldwide Developers Conference (WWDC), Tim Cook delivered the headline that we long anticipated – Macs will transition away from Intel’s x86 processors and adopt Apple’s own proprietary silicon. Why not? After all, Apple has been designing industry-leading processors for its iPhone and Apple Watch which have also powered the iPad, iPod and Apple TV. The writing was on the wall that Apple would bring the Mac into the Apple silicon fold.
Continue readingMeltdown & Spectre – Part 3: Tackling The Great Digital Risk of Our Time
Meltdown and Spectre represent a new class of security threat that endangers our digital world at its core – the processor. What do enterprises need to do to protect their digital businesses and their customers from Meltdown and Spectre exploits in a Privacy First world with GDPR enforced?
Continue readingMeltdown & Spectre – Part 2: The Internet of Security Risk
Meltdown and Spectre represent a new class of security threat that endangers our digital world at its core – the processor. What aspects of our digital lives, work, society and economy will be impacted by Meltdown and Spectre?
Continue readingMeltdown & Spectre – Part 1: The Threat We Don’t Want to Talk About
Meltdown and Spectre represent a new class of security threat that endangers our digital world at its core – the processor. With the unveiling of such profound security holes, what do business leaders need to do to understand the potential impact of Meltdown and Spectre on their organizations and businesses?
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