Quantum Computing is a new frontier, one that holds great appeal for AI market leader Nvidia. A recent shares filing by Nvidia hints at plannings ahead by CEO Jensen Huang to set up the company as a leader in quantum computing.
Warfare is always evolving and Ukraine’s recent drone strikes on Russia’s air bases far from the front lines provides an important lesson not only for military strategists but for tech execs, engineers, and investors, too.
Arm has responded to deep changes occurring in the automotive design and manufacturing world with Zena CSS, a platform it sees most auto OEMs adopting as they seek to reduce development time and costs. Will they bite?
Even with little legal success to date, the Trump administration’s misguided efforts to remake global trade and higher education threaten to wreck US leadership in semiconductors.
American political leaders see unbridled access to the hottest AI processors as a threat to the country’s goal of remaining the world’s sole superpower. But as companies like Nvidia groan loudly about restrictions on the exports of their products to China, will America yield or clamp down on perceived opposition to its stated ambitions?
By Bolaji Ojo
What’s at stake:
In a brutally honest review, a Stellantis executive details how US and European automakers can compete successfully against Chinese rivals. They must rearchitect the car, rapidly adopt innovations, change sourcing strategies, create common platforms, collaborate more with solutions providers, and prepare for lower car prices. EVs are “better vehicles,” he insists, and not just a response to climate change.
Apple Inc.’s foray into the mobile handset business nearly two decades ago dramatically changed the company’s fortune. It marked the beginning of the “software-defined phone,” and the beginning of Apple’s meteoric climb to the top of the global equity market.
Embattled Western auto manufacturers see some parallels in Apple’s experience in what is happening in the transportation sector, but they are also keenly aware that their own situation has become a struggle for survival rather than the mere start of a jump in value.
“When Steve Jos introduced the iPhone, phones became more expensive,” said Joachim Kahmann, senior vice president, purchasing for electric and electronics, at Stellantis, in a presentation at the Global Semiconductor Alliance (GSA) European Executive Forum, held earlier this month in Munich. “Vehicles cannot become more expensive. They must become more affordable again. That is absolutely mandatory.”
Read More »Automakers Seek Lessons in Apple’s iPhone Launch Feat
By Bolaji Ojo
What’s at stake:
Lip-Bu Tan’s predecessor as Intel CEO wanted to build multiple new fabs in Europe and US. Chip equipment makers, fab shell builders, political leaders and communities were counting on the planned $100 billion-plus capex splurge. Will Intel revive Gelsinger’s dreams or were they so implausible from the beginning that it’s a risk Intel must avoid?
Lip-Bu Tan’s comments at his first analysts’ conference call as CEO at Intel Corp. included an indictment of the tenure of Patrick Gelsinger, his predecessor, and even some prior leaders of the chipmaker.
Tan didn’t mention any of Intel’s five past substantive CEOs – Gelsinger, Bob Swan, Brian Krzanich, Paul Otellini and Craig Barrett – by name. He may not have meant to indict these people, but the scathing verdict delivered by Tan about what Intel has become represents a condemnation of the company’s previous leadership.
“One of my biggest learning so far is that we need to fundamentally transform our culture and the way in which we operate,” Tan said. “Organizational complexity and bureaucracies have been suffocating the innovation and agility we need to win.” Intel had developed a “siloed” operating system,” Tan said. “I’m here to fix this.”
There is a lot hanging on Tan delivering that “fix.” For this report, though, we will focus on fabrication and process development plans made by his predecessor Gelsinger, who promised to help fabless chipmakers and governments in America and Europe resolve their dependence on semiconductor fabs based in Asia. During Gelsinger’s tenure, Intel announced plans to spend a range of $100 billion to $200 billion on new fabs and back-end processing facilities, most of them to be based in the United States. What will be the fate of Gelsinger’s promised fabs, the sites selected in Ohio, Magdeburg, Germany, and plans to help fund semiconductor education at community colleges in the United States?
Read More »Intel: Will Lip-Bu Tan Build Gelsinger’s Promised Fabs?
Nvidia had for years known that it has a massive and growing China problem, yet it persisted in developing products for the country, ignoring America’s apprehensions and warnings. The solution is to exit the country before it is driven out both by China itself and the United States.
Who will back down first in the tariff war? Both China and America have pushed themselves into a corner with neither ready to yield. Electronics makers can’t escape the adverse effects.
By Bolaji Ojo
What’s at stake:
Defying market turmoil, Infineon is proceeding with its growth plan. It is buying Marvell’s automotive ethernet division to beef up its software defined vehicle (SDV) and robotics offerings, but Infineon may be angling for more as it morphs from one of Europe’s top chipmakers into an even bigger global leader in other market sectors.
Two months ago, Infineon Technologies AG quietly arranged a €2 billion ($2.7 billion) revolving line of credit without disclosing why, noting only that it was benefitting from the “the strong trust” it enjoys in the banking industry.
Industry observers assumed Infineon was filling up its cash reserves to pay down debts. However, as the Ojo-Yoshida Report observed in a LinkedIn post, the company had other plans for the funds. On Monday, Infineon cleared the air, saying it offered $2.5 billion for Marvell Technologies’ automotive ethernet business. The deal, Infineon said, will be “financed from existing liquidity and additional debt.”
“This [Marvel] business holds a number one position in automotive Ethernet and offers a complete portfolio that is fully complementary to our own offering,” said Jochen Hanebeck, CEO of Infineon, during a conference call with analysts. “This deal will enable us to accelerate the transition to software defined vehicles by advancing zonal architectures based on Ethernet networks.”
Read More »Infineon Bulks Up with $2.5B Marvell Ethernet Deal. Expect More
