D2D: CES, TSMC and More

D2D China: CES 2025 - The Whole Value Chain

Custom is In the Eye of the Beholder

The Real End of Moore's Law

Wave of Fabrication

D2D: More questions than answers

Money Changes Everything...in Fabs

D2D China: Normalizing Huawei

The Bubble Must Eat

After the Intel-pocalypse: A lot about Intel, and more about servers, firmware and a little about industrial policy.

Is China's venture ecosystem imploding?: China used to have an incredibly robust venture industry, but its glory days seem to be behind it.

Saving Private Intel: We look at how and how much it would take to save Intel without government subsidies. We also explore the complexities of getting GPUs servers into the data cetner.

Blue Horse Shoe Loves Intel: More developments around Intel, good numbers from Nvidia and Marvell, and our time at Hot Chips.

D2D China - Divided They Long To Unite....: China's push to boost manufacturing exports risks seriously distorting the domestic economy as well and eroding the pillars which drove its semiconductors successes.

D2D: Accelerating Towards Chaos: A deep look into Intel's woes, an update on RISC V and SiFive and grasping at the AI accelerator landscape

D2D China: China Tour 2024: We spent the past month visiting companies in Greater China and found things to be pretty good...

D2D: Is AI Ready for Lift Off, or Just Another Airline: Also, big changes in Telco Cloud, a new analog company, a closer look at the future of Venture, and more

D2D China - Domesticization Picks Up Steam: The view from China's WFE sector shows clear momentum as companies adapt to overcome US sanctions

D2D: Data Center Math, the Hard Way: In which we try to come to terms with the complexities of going to market with data center hardware and the madness-inducing task of trying to quantify the size of that market.

D2D: Adrift at Sea, with No Land in Sight: In which we bemoan the current sorry state of venture fund raising, examine Apple's data center chip ambitions and the dreams of AI.

D2D China: The Great Leapfrog forward: Can PRC companies overcome by skipping a few steps?

[UPDATE] D2D: The Practicalities of Data Center Strategies: In this issue, we look at the industry that builds servers as well as attempt to gauge what the hyperscalers are looking to achieve with their internal silicon.

[COPY] D2D: Intel's New Reality: asdfdfdsfdsgsdgsdsdgdsg awdgdsgdsg

D2D China: Jurisdictional Arbitrage: M&A with Chinese characteristics, and a lot of cognitive dissonance

D2D: Intel's New Reality: Ten things we hate about Nvidia and Qualcomm's growing developer outreach