In one week this month, the central processing unit became the story again. On October 12, AMD’s Lisa Su told the Open Compute Project summit that she had raised her forecast for the 2030 server CPU market three times in nine months, to more than $200 billion. On October 15, TSMC’s C.C. Wei told investors: […]

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For most of the past thirty years, the semiconductor industry ran on a remarkably clean division of labor. Everybody knew their place. The caricature was almost this simple: TSMC printed. Memory makers crammed capacitors. Designers drew. And the money followed the drawing. TSMC took designs from Nvidia, Apple, AMD, Broadcom and others and reproduced them […]

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Certain ideas define us. Some earned names of our own along the way. Others have run through nearly 240 pieces without ever being formally christened. Put together, they amount to a worldview. That worldview has been assembled one essay at a time since 2023. Many readers have walked in mid-conversation. Mention the hardware/software flip, super […]

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A note before we start. What follows works through the innovation loops of the semiconductor world, sub-sector by sub-sector, with eight diagrams along the way. They are complicated, despite a fair amount of effort to make them otherwise. Anyone who wants to skip the loops and the slides can find the conclusions in two places: […]

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