Helping Intel stay in the semiconductor manufacturing game should be among one of the highest priorities for all US-based technology companies. While TSMC is the leader in manufacturing process technology, they remain a geo-political risk should China decide to enforce its will on the region. Samsung is not far behind, but being a Korean company,…

Yesterday, news broke that the US Court of Appeals overturned the 2019 ruling in favor of the FTC over Qualcomm on antitrust behavior. There is so much to unpack in this ruling, many that have specific implications on future antitrust rulings, but also critical elements in IP protection law. I’ve written many articles on the…

In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where he…