semiconductors

While researching an upcoming story on Nvidia, some facts came to light that made me realize we’re at the end...

A lot of people are calling the Cloud Czars greedy these days. They’re nickel and diming their customers, charging for...

Most sectors of the economy, and most of the stock market, are going nowhere now. The best companies are growing,...

Before everyone starts publishing “Best of 2023” stories, here is the Lie of the Year. Artificial General Intelligence (AGI). This...

One hallmark of the chip sales market over the last years has been an emphasis on the Cloud. Throughout my...

I last published an update to my book on Moore’s Law in 2021.  Bad news. It’s obsolete. I didn’t do...

I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.

No matter how much you may want it, a war between China and the U.S. would be a disaster. If...

If you want to understand today’s tech, and its global tensions, forget AI. Think about EUV. Think about the Dutch...

It’s not AI. AI is software which runs on hardware. Hardware may be software, but it must be manufactured to...