Nvidia Bid for Arm: Was It Just a Lark?
Nvidia Bid for Arm: Was It Just a Lark?
By Bolaji Ojo
In the wake of the deal’s breakdown, some thoughts on what may – or may not – have given rise to this unlikely acquisition bid.
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Will Ford Build Ford Semiconductors?
By Junko Yoshida
The pendulum is swinging back to a vertical-integration business model among system companies in smartphone and datacenter markets. Carmakers, which have long depended on Tier Ones to design various ECU boxes for adding features, will be next.
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Mystery Behind GlobalFoundries’ ‘Feature-Rich Node’
By Junko Yoshida
Ford chose GlobalFoundries over TSMC with two goals in mind. Ford is seeking to ensure the capacity exists for an adequate supply of its automotive chips. The automaker also seeks to develop “feature-rich” chips and nodes to support the automotive industry.
The first goal, clearly, is about managing Ford’s supply chain. But regarding the second goal, what on earth do Ford and GlobalFoundries mean by “feature rich”?
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Podcast: The European Chips Act Is a Political Pipe Dream, Lacks Focus
By Peter Clarke
There are several problems with the European Chips Act. They are characterised by a lack of focus that is manifested in many ways.
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