Research Archive

March 1, 2024 / Ben Bajarin

The Imperative for AI-First Semiconductor Designs

In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking innovations like IBM’s North Pole chip and Groq’s inference chip. These architectures are not merely enhancements of the…

February 23, 2024 / Ben Bajarin

Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era

Intel hosted an event, which was essentially the Intel Foundry coming out party. ¬†It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…

January 25, 2024 / Ben Bajarin

Intel Earnings Note & Postive IFS News

Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong product revenues…

January 18, 2024 / Ben Bajarin

TSMC Earnings Sets Stage for Strong 2024

TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wider semiconductor industry excluding memory (>10% YoY)…

November 13, 2023 / Ben Bajarin

Arm’s Latest Earnings: Things Learned and What’s Significant

What’s Significant Despite a beat, Arm’s stock was down after hours. One of the main challenges we feel facing investors is Arm is better evaluated on a yearly basis and not a quarterly one. Investors were negative due to a lower-guide for the next quarter which hinges solely on the timing of a customer deal.…

October 24, 2023 / Ben Bajarin

Qualcomm Snapdragon Summit: Oryon Sets the Table for PCs with AI

What’s Significant Qualcomm has finally shared extensive details of their Oryon custom architecture purpose-built to take Arm-based Windows PCs to the next level. This is a result of years of work via their acquisition of Nuvia, and represents a significant moment for Qualcomm as they return to a proprietary custom Arm architecture. Overall, Qualcomm shared…

Trusted by 80% of the top 10 Fortune 500 technology companies