semiconductors

When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...

Almost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...

Moore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...

Big tech is headed for a crash, worse than the one that caused the dot-bomb a quarter century ago. The...

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...