After a prolonged hiatus, M&A activity in the semiconductor landscape ramped up significantly this year, nearing the record levels of 2015. The consolidation surge was particularly notable during the second half of 2020. These deals targeted many...read more
US crackdown on Chinese mobile apps to hit TikTok and WeChat; next step could affect their use of US technology This week the Trump White House issued separate Executive Orders banning US companies and people from transacting with either ByteDance...read more
Alibaba entered the club of webscale network operators (WNOs) developing their own chips recently, joining Amazon, Apple, Facebook, and Google. The Chinese e-commerce giant announced plans, in September 2018, to develop its own customized neural netw...read more
[Ed. note: see Sept. 2018 publication, Webscale Network Operators: 3Q18 Market Landscape] Rumors about Facebook’s likely entry in the hardware segment were put to rest after the company posted job openings for chip designers. Facebook was looki...read more