Free Republic

Chinese tech giant Huawei’s attempt to make semiconductors without American equipment has generated global headlines as the US-China tech war takes yet another turn. It is one more strong hint – if any were needed – that the US government is in the process of creating a competitor that it won’t be able to control while forcing American companies to abandon a massive market that until now has supported their sales, profits, economies of scale and stock prices. Geopolitics have overridden America’s past devotion to open markets and the situation is not likely to change anytime soon as long as...

The great computer chip shortage of 2021 will likely get worse before it gets better. This conclusion was reached following brief study and anecdotal review. Moreover, while COVID lockdowns may have initially triggered the shortage, several decades of shortsighted decisions and simmering geopolitical tensions make it much more than a matter of fixing a few broken links in the supply chain. Here’s why… The world’s top two leading chip companies are Taiwan’s TSMC and South Korea’s Samsung Electronics. These two Asian firms, combined, control more than 70 percent of the semiconductor manufacturing market. The U.S., which was once a leader,...

Last September, when Arm trotted out the Neoverse V1 design and made it available, the N2 design was not yet available. But as of this announcement, today, it is. Both the Ampere Computing Altra and the Amazon Web Services Graviton2 processors, which are the two production-grade Arm server chips in the market today, are based on N1 cores and platform designs, with various customizations...With the V1 platform, Arm is designing cores and the uncore regions of a hypothetical processor using either 7 nanometer or 5 nanometer processes, presumably either at Taiwan Semiconductor Manufacturing Corp or Samsung Electronics, which have fabs...