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)…

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.…

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…

Today at Snapdragon Summit, Qualcomm announced their 2024 flagship mobile chipset: Snapdragon 8 Gen 3. Below is our thoughts on what is significant and a recap of the main announcements. What’s Significant: Gen AI is being a popular marketing term and also a differentiating factor for a lot of consumer and enterprise products right now.…

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…

One of the biggest trends we have continued to reference is the move to custom silicon by numerous names in big tech. Almost every major player in technology has some aspect of custom silicon, and you would be hard-pressed to find a product or category in tech that is built purely from off-the-shelf silicon. Your…