Sep 168 min readAI's New Iron AgeAI infrastructure dominates Tech hardware industry growth It wouldn't be an exaggeration to say that AI could be more consequential to...
Aug 162 min readCHIPS Act Funding Awards are Ending, but the Hard Work RemainsThis is a short post to follow up on some previous themes. This morning, the US Commerce Department announced the last (or close to the...
Jun 179 min readGaming Out Value Creation in Advanced Packaging’s Golden AgeIs advanced packaging in a new golden age? Almost everyone offering analysis on the IC industry thinks so (see here, here, here, here, as...