EV are more chip and software depended that make them expensive.
Foxconn now want to manufacture electric vehicle with Fisker instead of orignal plane. The problem is Foxconn cannot create any factory without European engineering and that European engineering is now busy in Europe and China. Foxconn will have to wait in line.
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my predictions are coming. less and less industrial machinery and software will be exported.
Beth is the first commentator to say the Nvidia-ARM deal will go thru, with or without China’s approval. Bold stance! I am still pessimistic.
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Taiwan is running out of water and pollution is getting bad. so ultimately Russia/China/Europe will decide where more production organized. same thing is happening with battery vehicles. further increase in production will come at unacceptable cost.
who industrialization will change with countries in colder climate with lots of water will win.
Jim Cramer has been saying that since day one. She is late.
Generally speaking, Arm’s architecture is the best choice for mobile and Intel’s is the best choice for the data center and PCs like Windows.
If it is true, why did Apple migrate to ARM? MSFT is trying to do so too. Datacenters may follow suit. SO, do I trust some1 who make above statement?
Nvidia-Arm has three areas for potential growth: the cloud data center where data is analyzed and stored, edge computing where data is filtered and downloaded/streamed, and trillions of devices, where more AI-decisions will be made.
According to these numbers provided by SoftBank, it is unlikely Nvidia is acquiring Arm for the estimated 25% data center penetration in 2028 but rather for Arm’s true strengths and areas of dominance, which is edge devices. Edge devices go beyond mobile and vehicles to include street lights, parking meters, etcetera, plus industrial automation. Arm set a goal of shipping 1 trillion connected Arm-based devices by 2035 in what the company calls “Project Trillium.”
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Cool chart.
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$85b is not big revenue consider the skilled manpower, resources ,licenses and equipment involved. but giving its importance. it is going to be dividend over several countries.
Either demand is slow or foundries are booked. Semiconductor shortage is shutting down auto factories.
Intel also said that it will begin to act as a “foundry,” or a manufacturing partner, for other chip companies that focus on semiconductor design but need a company to actually make the chips. Intel said its foundry subsidiary will be called Intel Foundry Services and will be led by Randhir Thakur, a current Intel senior vice president.
They made it sound like it’s a new initiative, truth is Intel has offered that service for 10 years without much success. It’s more than just technology, although that’s a big piece. Much more needs to be done on the organizational and cultural fronts. It’s a bit like Amazon deciding to offer its internal compute resources to the outside world as AWS. It’s super difficult to change the organization to make the shift.
But Pat Gelsinger is highly respected inside Intel. He has the engineering credentials and spent decades in Intel. If there’s anyone who can make the shift it’s him.
This is the real news:
Looks like a surrender to TSMC more than anything. If INTC fabs are not gonna make cutting edge CPU’s what are they good for?
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Intel is news to play with stocks. there is no date associated with its construction and there is no market big enough locally for it to make it competitive in hot climate.
Next, I want to put a bit of attention to where the fabs are going, and that is not Taiwan . Taiwan is the absolute lowest-cost provider of leading-edge chips. There are huge local network effects with talent and providers that make deploying tools to Taiwan have a higher utilization rate with a large infrastructure to start production. Anywhere outside of Taiwan is dilutive to utilization, which is a sneaky way of increasing semicap intensity . Greenfield fabs in the US and EU will probably have worse tools per wafer than in the US. That’s great for semicap.
Interesting angle. Haven’t thought of it before. US will likely increase pressure on TSMC to build more fabs on American soil. They can’t say no. The entire island of Taiwan is dependent on American military protection. Expect TSMC to increase their fab-building pace in the US.