3 dispatches
While much attention is (rightly) focused on the role of TSMC (and its rivals Samsung and Intel) in “leading edge” semiconductor technology, the opportunity at the so-called “lagging edge” — older semiconductor process technologies which continue to be used — is oftentimes completely ignored. The reality of the foundry model is that fab capacity is expensive to build and so...
Market phase transitions have a tendency to be incredibly disruptive to market participants. A company or market segment used to be the “alpha wolf” can suddenly find themselves an outsider in a short time. Look at how quickly Research in Motion (makers of the Blackberry) went from industry darling to laggard after Apple’s iPhone transformed the phone market.
While code names are not rare in the corporate world, more often than not, the names tend to be unimaginative. NVIDIA’s code names, however, are pure marketing glory. Take NVIDIA’s high performance computing product roadmap (below) – these are products that use the graphics processing capabilities of NVIDIA’s high-end GPUs and turn them into smaller, cheaper, and more...