The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.
Author: G. Dan Hutcheson
Summary:
What Fed Chair Powell didn’t say: This week’s US Federal Reserve call was a surprise to many who expected Chair Powell to signal a rate cut in March. Instead he did the opposite. The big questions are for the reasons he didn’t give. I examine the role of the Federal debt as well as this year’s election, including ways former President Trump might use Fed policy shifts to appeal to his base. How this unfolds will have material impact on semiconductor market forecasts for 2024 and 2025.
Samsung’s inference AI strategy (iAI): A look at how their product strategy for iAI will unfold and how it impacts silicon content and the drive for transistor density. It follows along the strategic lines of iAI being a foundational technology, not a product, which was covered in my November 10 Chip Insider. Tactical approaches considered cover smartphones, autos, and appliances with both features and new product opportunities.
Q&A: TSMC Falling Behind? How Huawei got EDA tools.
Dan’s Book Shelf: Unrestricted Warfare: China’s Master Plan to Destroy America by Qiao Liang and Wang Xiangsui
“Strategy requires a sense of the whole that reveals the significance of respective parts.” – John Lewis Gaddis
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