Arm Holdings’ IPO saga – Part 3
A story so epic, we split it into three parts. Part 3: The Nvidia sale that wasn’t.
Slow down the sanctions, says SIA
Restrictions could hurt sales with the passage of the CHIPS and Science Act last year.
Chinese tech start-ups caught by SVB failure
Counting on the US government to make them whole.
Chinese AIB suppliers enter mainstream reseller channel
Offering clones of the major brands by the same fabricators.
China okays AMD bid to buy Xilinx
It’s a sweetheart deal
Imagination’s Chinese connection collaboration continues
UK-based GPU designer Imagination Technologies has been in the news of late over a riff with its owner Canyon Bridge Partners, a Chinese government-backed VC firm that bought Imagination in 2017. The disagreement, which caused the company’s noted CEO to resign, had to do with the Canyon Bridge Partners trying to reconstitute the BOD with the goal of moving the … Read more
Nvidia almost announces Orin
Nvidia CEO Jensen Huang at the company’s GPU technology conference in China. (Source: Nvidia) Nvidia has been holding GTC conferences around the U.S. and the world and recently held one in China. At the Chinese GTC, the company announced a deal with Didi, an app-based transportation provider (similar to Uber) to use Nvidia GPUs in its data center for … Read more
China buys China—is the war over?
China owns considerable market share in world markets and these days, the country is capturing even more mind share, but what is China’s ultimate goal? It’s possible China wants most of all to own its own market.
Jingjia Microelectronics introduces new GPU
A Chinese company, Changsha Jingjia Microelectronics Co. (Jingjia Micro), is claiming their upcoming GPU that is being fabricated at 28-nm will be capable of reaching Nvidia’s GTX 1080 performance levels. Founded in 2006 in the High-Tech Development District of Changsha, China, Changsha Jingjia Microelectronics Co., Ltd. has about 500 employees across all of its locations and generates about $60 … Read more
New PC, and maybe TV forecast
Making forecasts is always complicated and never a sure thing; and, to get a forecast close to reality, it’s necessary to constantly tweak factors and adjust assumptions. US President Trump has precipitated quite a bit of tweaking and adjusting. As a result, we expect to see the Trump trade-war with China drive up costs and therefore the price-elasticity curve of … Read more
New PC, and maybe TV forecast
Just as the PC industry was showing signs of improving