Arm and Nvidia. Heads or Tails
Acquisition approval rests on a knife-edge Eight months have now passed since Nvidia announced its intention to acquire Arm from SoftBank for $40 billion. It’s little surprise that progress toward…
Arm Sets Out Stall for Next Decade of Computing
Armv9 architecture addresses security, AI and performance needs Last week, at its Vision Day 2021 event, Arm announced its new Armv9 architecture, setting in motion the company’s vision for what…
Intel Bets Big on Chipmaking Future
New CEO Pat Gelsinger outlines strategy for Intel manufacturing We outlined several challenges facing Intel’s incoming CEO Pat Gelsinger when he was appointed in January (see Instant Insight: Intel Appoints…
Opposition Mounts to Nvidia’s Bid for Arm
Chipmakers quietly object to the acquisition In the wake of Nvidia’s bid to acquire Arm for $40 billion, announced on 14 September 2020, the silence has been deafening. Despite widespread…
Qualcomm Acquires Nuvia in Custom CPU Push
Move broadly supported by smartphone, PC and auto manufacturers Yesterday, the news flow from CES 2021 got completely blown out of the water with two big announcements in the semiconductor…
CES 2021: Virtual Silence
A muted showing from the all-digital event Sometimes the hardest decision is to do nothing, rather than adapting something to fit awkwardly or risk falling hopelessly short of expectations. After…
The Strange Delist Twist
Tech cold war moves from infrastructure to the financial market Last week, the New York Stock Exchange (NYSE) announced plans to delist three state-owned Chinese telecommunication companies. Yesterday, it declared…
Eight Is the Magic Number
Snapdragon 888 debuts at Qualcomm’s Tech Summit 2020 Last week’s fifth annual Snapdragon Tech Summit may not have had the same allure of a beach-side location in Maui, Hawaii, as…
AMD Takes on Intel with Big-Ticket Acquisition
Xilinx deal is a push for cloud computing This week, AMD announced that it has reached an agreement to acquire semiconductor maker Xilinx for $35 billion. The proposed deal is…
5G Momentum Impossible to Ignore
Qualcomm summit flags progress in 5G’s evolution Much has changed since Qualcomm’s 2019 5G Summit in Barcelona. A global pandemic has had a dramatic impact on people’s lives and transformed…