Shows
The neXt Curve reThink PodcastSilicon Futures for May 2025 (Microsoft Build, Humain, Computex and more!Send us a textJim McGregor of TIRIAS Research joined neXt Curve to cover the first half of another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The duo also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May.This episode covers the follow topics:➡️ Highlights and key takes from CadenceLIVE 2025➡️ Jim's recap of IBM Think 2025 ➡️ Highlights and key takes from Google I/O and Microsoft Build 2025 ➡️ Highlights and key takes fr...2025-06-0135 minThe neXt Curve reThink PodcastSilicon Futures for May 2025 - IBM THINK, CadenceLIVE and more!Send us a textJim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined neXt Curve to cover the first half of another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shared their thoughts on IBM THINK 2025, CadenceLIVE 2025, and other events of note in the first half of May.This episode covers the follow topics:➡️ Highlights and key takes from IBM THINK 2025 according to Jim (3:23)➡️ Jim's recap of Intel Direct Connect and TSMC Symposium 2025 (11.27)➡️ Hi...2025-05-1028 minThe neXt Curve reThink PodcastSilicon Futures for March & April 2025: Tariffs, Geopolitics, and Supply Chain TurbulenceSend us a textJim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap March and April 2025 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of this semiconductor industry in light of a volatile pair of months that saw the starting of a global tariff regime instituted by the White House that has roiled the markets and industries and trade relations with the U.S. face unprecedented uncertainty. What are the implications on the...2025-04-2646 minThe neXt Curve reThink PodcastLeading Analyst's Recap Intel Vision 2025Send us a textKarl Freund of Cambrian-AI Research, Jim McGregor of Tirias Research, and Dave Altavilla of HotTech Vision and Analysis joined Leonard Lee of neXt Curve at the Virgin Hotel in Las Vegas to recap @Intel's Vision 2025 event.This episode covers:➡️ Key impressions of the Intel Vision 2025 event.➡️ The "New Intel" strategy of Lip-Bu Tan, Intel's new CEO.➡️ Intel's AI strategy from a data center perspective.➡️ 18A upon which Intel's hopes and future leadership hang.➡️ Intel's less than compelling AI strategy and vision.➡️ The diversity of AI and the heterogeneous pre...2025-04-0528 minThe neXt Curve reThink PodcastHighlights from NVIDIA GTC 2025 (with Jim McGregor, Francis Sideco, Karl Freund)Send us a textKarl Freund of Cambrian-AI Research, Jim McGregor and Francis Sideco of TIRIAS Research joined me on a neXt Curve reThink Podcast to recap NVIDIA GTC 2025 from the Signia Hilton Hotel in San Jose on the third day of the event.This episode covers:➡️ Key impressions from NVIDIA GTC 2025➡️ NVIDIA's evolving identity➡️ NVIDIA's moves widening the lead in AI supercomputing➡️ NVIDIA's broadening AI computing portfolio and the software stack➡️ The NVIDIA philosophy of "more is more"➡️ Synthetic data, digital twins, and robotic training➡️ Jensen's jacket and more!Hit Leona...2025-03-2339 minThe neXt Curve reThink PodcastSilicon Futures for February 2025: NVIDIA, Arm, Dragonwing (with Jim McGregor)Send us a textJim McGregor of Tirias Research joined Leonard Lee of neXt Curve to recap February 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. Jim and Leonard share their thoughts on the state of NVIDIA, Arm's new edge AI play, and Qualcomm's Dragonwing.This episode covers:➡️ NVIDIA's Q4 2025 Earnings & Outlook - The bellweather of AI (2:31)➡️ Intel dismantling rumors regarding Broadcom & TSMC (6.00)➡️ Arm announces new IoT Platform and Cortex A320 (10:03)➡️ Qualcomm unveils their new Dragoon...2025-02-2829 minThe neXt Curve reThink PodcastSilicon Futures for January 2025 (with Karl Freund and Jim McGregor)Send us a textJim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap January 2025, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their thoughts on where the industry and the tech are going in 2025.We parse through the key announcements in the semiconductor industry and AI headlines of January 2025 and share their year-end thoughts:➡️ CES 2025 - AI everywhere (1:53)➡️ Nvidia's supercomputing at the edge (3.00)➡️ Nvidia's vision for the AI P...2025-02-0552 minThe neXt Curve reThink PodcastSilicon Futures for December 2024 (with Karl Freund and Jim McGregor)Send us a textJim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap December 2024, another action-packed month in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures. The trio also shares their highlights from 2024 in a retrospective of the things matter this year.We parse through the key announcements in the semiconductor industry and AI headlines of December 2024 and share their year-end thoughts:➡️ We share our thoughts on Pat Gelsinger's departure from Intel (2:18)➡️ Marvell, AWS and the other Ge...2024-12-3150 min
TIRIAScastThe_Road_To_AGI-12-11-24Jim McGregor and Simon Soloko discuss the road to Artificial General Intelligence (AGI) and the tools TIRIAS Research has developed to forecast the software models and hardware technology that will get us there.2024-12-1221 minThe neXt Curve reThink PodcastSilicon Futures for November - SC 2024, Qualcomm Investor Day and more! (with Karl Freund and Jim McGregor)Send us a textJim McGregor of TIRIAS Research and Karl Freund of Cambrian-AI Research joined me to recap another action-packed month of November 2024 in the world of semiconductors and accelerated and non-accelerated computing on the neXt Curve reThink Podcast series, Silicon Futures.We parse through the key announcements and semiconductor headlines that mattered in November:➡️ November, month two of the crazy season for industry analysts (2:04)➡️ SC (Supercomputing) 2024 - AMD taking the spotlight with El Captain (3:39)➡️ Scaling laws in GenAI supercomputing and GenAI (6:00)➡️ Qualcomm's Investor Day 2024 - Is diversification working? (11:27)➡️ More take...2024-11-2843 minThe neXt Curve reThink PodcastSilicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)Send us a textJim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology.It's busy season for analysts who are bouncing around the world attending the deluge of industry and company events. That means double, triple booking each week if not more. Then there are all those virtual session. October brought us Qualcomm's Snapdragon Summit, AMD's AI event, and a constant stream of headlines streaming of the industry including a...2024-10-2530 minThe neXt Curve reThink PodcastAnalyst Takes on Hot Chips 2024, NVIDIA Blackwell "Delay" and more! (with Karl Freund and Jim McGregor)Send us a textIn this August installation of the reThink Podcast Silicon Futures analyst corner, neXt Curve's Leonard Lee and Karl Freund of Cambrian AI Research are joined by Jim McGregor of Tirias Research to talk about the hot topics of the month and Hot Chips 2024.Karl, Jim, and I cover the following agenda:🎱 Hot Chips 2024 overture by Jim (2:44)🎱 Hot Chips 2024 Take - Less of the new and more of the details (5:00)🎱 Hot Chips 2024 Take - Deep dive on Oryon and Gerard Williams III's design philosophy (6:05)🎱 Hot Chips 2024 Take - Balance (8...2024-08-3037 minThe neXt Curve reThink PodcastSnapdragon X Series at Computex 2024 (with Jim McGregor & Dave Altavilla)Send us a textIf you were at Computex 2024 in Taipei, you were immersed in AI PC. At the center of this immersion was Qualcomm's Snapdragon X Series AI PC processor family which was first unveiled at Snapdragon Summit 2023. With a strong Microsoft Build 2024 tailwind behind them, Qualcomm was the talk of the town arguably upstaging the so-called godfather of AI, Jensen Huang. Jim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve on this neXt Curve reThink podcast to share their t...2024-06-1238 minThe neXt Curve reThink PodcastIntel Tech Tour 2024 Recap (with Jim McGregor & Dave Altavilla)Send us a textJim McGregor, Founder & Principal Analyst of Tirias Research and Dave Altavilla, Principal Analyst of HotTech Vision And Analysis join Leonard Lee of neXt Curve in a recap of Intel Tech Tour (ITT) 2024 that took place in Taipei from the 29th to the 31st of May. It was two intense days packed with the latest news and details on Intel's AI PC and data center solutions in the run up to Computex 2024. Leonard, Dave, and Jim parse through the deluge of details from ITT 2024:ITT 2024 overview - It was all about A...2024-06-1236 minThe neXt Curve reThink PodcastComputex 2024 Recap (with Jim McGregor of Tirias Research)Send us a textJim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve in a live chat that took place at the Grand Hyatt in Taipei City, Taiwan as they wound down three days of the Computex 2024 event which is one of the largest electronics industry trade shows in Asia.Leonard and Jim parse through the key announcements and takes that matter from Computex 2024:The big takes and impressions from Computex 2024 (2:10)Hyperthreading & Lunar Lake (4:30)Confidential computing & edge AI (6:23)The NVIDIA keynote - Is Moore's Law dead? (8:55)Intel keynote - T...2024-06-0645 min
TIRIAScastUnderstanding cloud-native computing and the future of cloud data centersCloud data centers are a must for continued growth in computing resources. However, faced with limitations in power and space, as well as changes in software architecture and the growing size of many workloads, it’s challenging to scale data centers for higher performance and capacity. As a result, there is a need for new processing solutions, such as Ampere’s Cloud Native Processors. Join TIRIAS Research’s Jim McGregor and Ampere’s Chief Product Office Jeff Wittich in another TIRIAScast, as they discuss cloud-native computing and what the future holds for cloud data centers.2023-03-3119 min
TIRIAScastMWC 2023 Wrap-upThe wireless/mobile segment is heating up with new technologies like AI and non-terrestrial networks (NTN), better known as satellite communications, leading to new usage models in mobile devices. Join Principal Analysts Jim McGregor (@TekStrategist) and Francis Sideco (@fsideco) in another TIRIAScast, as they discuss these new technologies, new mobile devices, and the unexpected from the recent Mobile World Congress (MWC) in Barcelona. Also check out Jim’s articles on some of the recent technology announcements at Forbes.com https://www.forbes.com/sites/tiriasresearch/).2023-03-1517 min
TIRIAScastMWC 2023 PreviewThis year’s Mobile World Congress (MWC) promises to be one of the most exciting in years due to new technologies driving new connectivity, new devices, and new usage models. Join Principal Analysts Steve Leibson (@SteveLeibson) as he interviews Jim McGregor (@TekStrategist) before he leaps over the pond for this exciting event.2023-02-2718 min
TIRIAScastMCU HistorySince the birth of the first microcontrollers (MCUs), semiconductors have changed our lives. Join Principal Analysts Jim McGregor (@TekStrategist) and Steve Leibson (@SteveLeibson) in another TIRIAScast, as Steve recaps the history of the first MCU and their contribution to the birth of the modern electronics industry. Also, check out Steve’s series of articles on the history of MCUs in the EE Journal (https://www.eejournal.com/?s=Steve+Leibson+Microcontrollers).2023-02-1518 min
TIRIAScastThe midrange FPGA market heats upFPGAs are more than just development tools and the mid-range of the market is heating up with new parts from Intel, Lattice, and Microchip, but AMD (formerly Xilinx) may also be in the mid-range fray. Join Principal Analysts Jim McGregor (@TekStrategist) and Steve Leibson (@SteveLeibson) in another TIRIAScast, as they discuss the mid-range FPGA products and applications. Also check out Steve’s articles on FPGAs in EE Journal.2023-02-0717 min
TIRIAScastCES 2023CES is one of the largest technology trade shows and the best place to understand the trends throughout the tech industry. 2023 also marked the first year that the industry and TIRIAS Research returned in mass to CES after COVID. Join Principal Analysts Jim McGregor (@TekStrategist), Kevin Krewell (@krewell), and Francis Sideco (@fsideco) in another TIRIAScast, as they discuss the exciting new products and industry trends experienced at CES.2023-02-0122 min
TIRIAScast2022 RISC-V Summit ReviewAs the RISC-V architecture gains interest from microcontrollers to AI processors, the RISC-V Summit is becoming the place to before to hear the latest and greatest efforts to leverage this ISA in current and future processor designs. Join Principal Analysts Jim McGregor (@TekStrategist) and Kevin Krewell (@krewell) in another TIRIAScast, as they discuss the announcements made at the RISC-V Summit and what they might mean for the industry going forward.2023-01-3116 min
TIRIAScastAR GlassesQualcomm changes course with a new augmented reality platform that may finally make AR glasses a reality with a solution that it is as fashionable as it is functional. Join Principal Analysts Jim McGregor (@TekStrategist) and Francis Sideco (@fsideco) in another TIRIAScast, as they discuss the new platform and the outlook for AR.2023-01-2014 min
TIRIAScastUS CHIPS ActAfter more than a year after Congress passed the US CHIPS Act, the funding for the program was finally approved. However, there are different views on the benefit and potential impact of the CHIPS Act. Join Principal Analysts Kevin Krewell (@krewell), Steve Leibson (@SteveLeibson), and Jim McGregor (@TekStrategist) in this TIRIAScast as they discuss the different views of the US CHIPS Act and the future of the US semiconductor industry.2022-08-1732 min
TIRIAScastNew MediaTek 5G and Wi-Fi 7 chipsetsAt Computex 2022, Mediatek announced a number of new mobile and wireless chipsets, including the company's first smartphone SoC with integrated mmWave and its first Wi-Fi chipset. Join TIRIAS Research Principal Analysts Jim McGregor(@tekstrategist) and executives from MediaTek as they discuss the new mobile and wireless products in this TIRIAScast2022-05-2614 min
TIRIAScastIntel Announces Support For RISC-VThere has been a flurry of tech announcements over the past few weeks, especially around acquisitions and partnerships. Buried In one of Intel’s announcements was support for the RISC-V architecture, which could have significant implications for the tech industry. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Steve Leibson (@steveleibson), and Jim McGregor (@tekstrategist) as they discuss what this means for Intel, RISC-V, Arm, and the rest of the tech industry in this TIRIAScast2022-02-1910 min
TIRIAScast2022 PredictionsWith continued concerns about COVID, chip shortages, and inflation, the outlook for 2022 is hazy at best. However, TIRIAS Research’s analyst team takes a shot at providing some predictions on what to expect for the rest of 2022. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Francis Sideco (@fsideco), Steve Leibson (@steveleibson), and Jim McGregor (@tekstrategist) as they provide predictions on tech topics ranging from the chip shortage to the metaverse in this TIRIAScast.2022-02-1017 min
EE Times CurrentHow to Build a MetaverseOn the Weekly Briefing podcast: Facebook plans to maintain its business empire by building a virtual empire. But what does betting on virtual reality mean as a practical matter? A rollicking discussion with Kevin Krewell, principal analyst at Tirias Research. Also, an interview with Avnet CEO Phil Gallagher.2021-11-0545 min
TIRIAScastIntroduction To Steve LeibsonTIRIAS Research is pleased to announce the newest member and principal analyst of our team – Steve Leibson. Steve is an industry expert and technologist extraordinaire. Join TIRIAS Research Principal Analyst Jim McGregor (@TekStrategist) in this meet and greet with Principal Analyst Steve Leibson (@SteveLeibson). Get to know the man, the myth, the legend in this TIRIAScast. 10/16/212021-10-1611 minEE Times CurrentWhither Semiconductors? The Wheels on the Bus Go ‘Round and ‘RoundThis week’s podcast: As the semiconductor sector evolves, we tend to scrutinize the evolutionary steps – the new technologies, the mergers and acquisitions. That elides the big question: what is the industry evolving toward? A discussion with Tirias Research analyst Jim McGregor on where this bus is heading.2021-07-1634 min
TIRIAScastIntel SiFiveBloomberg reported that Intel is interested in acquiring SiFive, the leading developer of RISC-V CPU cores. Why would Intel be interested in acquiring another processor architecture? When you dig into the potential reasons, such an acquisition seems practical. Join Tirias Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@TekStrategist) as they discuss the potential acquisition in this TIRIAScast. 6/21/212021-06-2217 min
TIRIAScastGTC 2021Nvidia continues to move deeper into new segments like automotive, artificial intelligence (AI), and data centers. As a result, the company is expanding into new products and services. Among the exhausting list of announcements at this year’s GTC were three new Arm-based processors, new AI models, a new server, new partnerships, and the availability of Omniverse, Nvidia’s virtual collaborative design environment. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in a review of the announcements from Nvidia’s GTC 2021. 4/16/212021-04-1622 minEE Times CurrentA Call to Arm’s Version 9This week’s podcast: Ten years ago, Arm introduced its v8 architecture of its processor cores, which turned out to be a pretty big deal. The company just revealed v9. The announcement was light on details, but details were available if you just looked for them. Tirias analyst Kevin Krewell looked for them. We talk with him about what he found.2021-04-0926 min
TIRIAScastCEO ChangesIn just the last month, we have seen high-profile CEO changes at three major tech companies – Amazon, Intel, and Qualcomm. Is this a sign of things to come? Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@TekStrategist) in this TIRIAScast as they discuss the recent announcements, what they mean for the industry, and other possible CEO transitions to come.2021-02-0920 min
TIRIAScastCES 2021The first virtual CES (CES 2021) was a success, drawing almost 2,000 exhibitors and over 100,000 participants. While the major trends appeared to be driven by gaming, transportation, and COVID-related products, there were still great new product and technology announcements from many segments. In addition, sustainability was a key part of many announcements. Join TIRIAS research principal analysts Francis Sideco (@fsideco), Kevin Krewell (@krewell), and Jim McGregor (@TekStrategist)as they recap the highlights of CES 2021 in this TIRIAScast.2021-01-2624 minEE Times CurrentHeadline: Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30This week’s podcast:
We feature a conversation with Lars Reger, CTO of NXP about how companies have adapted to managing workers in this new work-at-home era. Intel just hired prodigal son Pat Gelsinger as CEO, and Intel watchers are excited. We’ll talk about Intel’s prospects with Jim McGregor, principal analyst with Tirias Research. Also, a chat with Arm’s Chet Babla about the automotive industry, a hot new market for electronics.2021-01-2240 minEE Times CurrentHeadline: Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30This week’s podcast:
We feature a conversation with Lars Reger, CTO of NXP about how companies have adapted to managing workers in this new work-at-home era. Intel just hired prodigal son Pat Gelsinger as CEO, and Intel watchers are excited. We’ll talk about Intel’s prospects with Jim McGregor, principal analyst with Tirias Research. Also, a chat with Arm’s Chet Babla about the automotive industry, a hot new market for electronics.2021-01-2240 min
TIRIAScastNew AMD Processors and GPUs for a Gaming ChristmasIn its continued march to improved performance and market share, AMD has launched new desktop Ryzen processors based on the Zen 3 architecture and new “Big Navi” GPUs based on the RDNA 2 architecture. Join principal analysts Kevin Krewell (@krewell) and Jim McGregor (@TekStrategist) in this TIRIAScast as they review the latest products from AMD as the company seeks to lead both in CPU and GPU performance.2020-11-1719 min
Embedded InsidersMore Free Money & What NVIDIA Didn't BuySend us a textIn part 2 of the Embedded Insiders’ analysis of recent industry acquisitions, Stacey Higginbotham, a tech industry expert and editor of the eponymous Stacey on IoT blog, joins Brandon and Rich to further the discussion about the ARM/NVIDIA deal. Wait. What did NVIDIA buy? Or better yet, what didn’t they buy? Why didn’t they acquire the entire Arm portfolio? And where is the rest of it now?After, Jim McGregor of Tirias Research returns to analyze AMD’s acquisition of programmable logic supplier Xilinx. He provides some analogs to Intel’s...2020-11-1124 min
TIRIAScastNew Wave Of Semiconductor AquisitionsIn a move to leverage high stock valuations and free money to further growth, we are seeing a new wave of semiconductor acquisitions. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the factors driving the acquisitions, the challenges to complete the acquisitions, and the dynamics of the semiconductor acquisitions recently announced. This includes the recent Analog Devices-Maxim, Nvidia-Arm, AMD-Xilinx, and Marvell-Inphi proposed acquisitions.2020-11-0412 minEE Times Current2020 Mega-Merger #3 | An AI Ecosystem (Almost) from ScratchThe Weekly Briefing podcast: AMD is buying Xilinx for $35B. Does the deal make sense? A chat with Tirias Research analyst Kevin Krewell. Also, a discussion with execs from IBM and Synopsys on their ambitious plans to create an entire ecosystem for artificial intelligence research. With IBM Research VP Mukesh Khare and Synopsys VP Arun Venkatachar.2020-10-3046 minEmbedded InsidersMergers, Acquisitions, and Free MoneySend us a textIt’s all about money! In this edition of the Embedded Insiders, Brandon and Rich break down some major acquisitions, like Arm’s purchase of NVIDIA, as well as AMD potentially buying Xilinx, prompted in part by all the “free money” that’s available in the wake of the COVID-19 pandemic.Later, Jim McGregor, Principal Analyst at Tirias Research, joins the Insiders with his thoughts. He explains his belief that these moves are the result of companies trying to grow their total addressable market (TAM) by capturing share in adjacent markets, but cautio...2020-10-1531 min
TIRIAScastReview Of The Proposed Acquisition Of Arm By NvidiaIn what would be a blockbuster deal in the semiconductor industry, Nvidia announced its intention to acquire Arm, the leading provider of semiconductor IP in the industry and the most pervasive processor architecture in the world, from SoftBank. This announcement has set the industry abuzz. However, it still faces regulatory and possibly competitive challenges. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell), Jim McGregor (@tekstrategist), and Francis Sideco (@fsideco) in this TIRIAScast as they try to cover all the angles of this proposed acquisition.2020-09-2321 minEE Times CurrentCEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?The Weekly Briefing podcast: There are scores of companies making AI chips, but Mythic stands out with its approach to AI inference that relies on analog computing techniques – an interview with Mythic co-founder and CEO Mike Henry. Also, Nvidia finally announced it will be buying Arm, a few weeks after the first reports that such a deal might be pending. We weren’t sure if it was a good deal then, and we’re not sure it’s a good deal now – a conversation with Tirias Research analyst Kevin Krewell.2020-09-1845 minEE Times CurrentLiving With Technology | Hot Licks from Hot Chips | Oh, ShenandoahThe Weekly Briefing podcast: When did our electronics become so hard to use? Junko & I lament the sorry state of nominally “smart” phones, “smart” homes, and other “smart” gadgets. Also, the Hot Chips conference was this week — we discuss the designs that surprised and astounded with Tirias Research analyst Kevin Krewell.2020-08-2138 minEE Times CurrentSeismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the ReboundThe Weekly Briefing podcast: The semiconductor industry is negotiating two seismic events. First, Arm Holdings, one of the most important suppliers of semiconductor IP in the world, is reportedly up for sale, and the likeliest buyer is Nvidia – with Kevin Krewell (Tirias Research). Second, in the midst of a pandemic, a trade war, and supply-chain disruption, US politicians are working on legislation to encourage more domestic semiconductor technology development – with Dan Hutcheson (VLSI Research), James Lewis (Center for Strategic and International Studies), and Jeff Rittener (Intel).2020-08-0732 min
TIRIAScastNew Semiconductor Acquisition WaveWith three new semiconductor acquisitions announced in a week, the tech industry may be at the beginning of a new acquisition wave. What segments will see the greatest activity, who will be the lead acquirers, what is driving the acquisitions, and will these pass regulatory scrutiny in the midst of China-US political tensions? Join TIRIAS Research Analysts Jim McGregor (@tekstrategist) and Francis Sideco (@fsideco)in another TIRIAScast as they discuss these issues and the potential impact on the tech industry.2020-07-2419 min
TIRIAScastMeet Francis SidecoMeet the man behind the legend and the newest member of the TIRIAS Research team - Francis Sideco. Join Principal Analyst Jim McGregor as he introduces a key tech industry expert, thought leader and influencer, and the former VP of IHS Markit’s Technology Business. We are pleased to have another technical expert on our team.2020-07-0609 min
TIRIAScastThe Brewing Battle for Always-Connected PCs (ACPCs)The battle for mobile PCs is brewing again as both the Arm and Intel camps ramp up low-power processors and add cellular modems for Always-Connected PCs (ACPCs). Apple announced that it will be using Apple processors based on the Arm architecture and a number of PC OEMs, including ASUS, HP, Lenovo, Microsoft, and Samsung, have been offering ACPCs based on Qualcomm Snapdragon processors that also use the Arm architecture. But Intel is not standing still with its new Lakefield processor and a partnership with MediaTek for modems. Just when you thought it was over, the mobile PC market is exciting...2020-06-2916 minEE Times CurrentMercedes Hands Its Keys to Nvidia | Arm’s Monday | GIF You’re Happy and You Know ItThe Weekly Briefing podcast: The top supercomputer in the world, and displacing Intel at Apple? Arm had a very, very good Monday. We talk with Tirias analyst Kevin Krewell about it. Also, Mercedes-Benz decided to rely entirely on Nvidia for its vehicle electronics network. What can we expect now?
EPISODE LINK: https://www.eetimes.com/podcasts/weeklybriefing-062620
2020-06-2633 min
TIRIAScastImpact of New TSMC US Fab AnnouncementIn an agreement with the U.S. Government, TSMC announced plans to build a new 5nm fab in Arizona. The announcement was made close to the decision of the U.S. government to prohibit the sale of chips and equipment to Chinese telecom equipment companies Huawei and ZTE, which led to speculation about the TSMC announcement. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast as they discuss the announcements, the factors leading up to and influencing the TSMC agreement going forward, and the potential impact of a TSMC fab in the U.S.2020-05-2615 min
TIRIAScastIs Broadband a Basic Necessity?With shelter-in-place restrictions forcing everyone to live and work remotely, communications to and through the virtual world have become critical. If this becomes part of the “new normal,” should broadband be considered a necessity? And if yes, how should it be provided? Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they debate the topic and what it means to the industry and 5G in this TIRIAScast.2020-05-2214 min
TIRIAScastGTC 2020Due to COVID-19, Nvidia delayed its GTC conference keynote by 2 months, but they didn’t disappoint as the company unleashed a dizzying list of new product and technology announcements, including the new Ampere GPU architecture. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they try to condense 2 hours of announcements a few minutes in this TIRIAScast.2020-05-2220 min
TIRIAScastReview of the IBM Think conferenceWith the COVID-19 outbreak, everything in the tech industry is going virtual. One of the largest and most comprehensive events thus far has been IBM Think. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the announcements, topics, and format of IBM Think in this TIRIAScast.2020-05-2204 minEE Times CurrentInterview: Ampere CEO Renee James | Arm-ing Data CentersJames is the former president of Intel and currently the CEO of one of the startups looking to take on Intel in the market for data center servers. The difference between Ampere and other would-be Intel competitors is that Ampere has actual silicon in hand. An exclusive interview with Renee James. Also: Tirias Research analyst Kevin Krewell on using Arm cores to compete with Intel in the server market.
EPISODE LINK: https://bit.ly/2yFdMmZ2020-05-0837 min
TIRIAScastApple Powered MacsFor several years, TIRIAS Research has speculated the Apple would eventually use its Arm-based A-series SoCs in Macs. A recent Bloomberg report indicates that Apple is working on a version of the A14 for MacBooks to be released in 2021. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the announcement, the challenges, and likely strategy to introduce Apple powered Macs.2020-05-0415 min
TIRIAScastThe Good and Bad of Video Conferencing PlatformsWith the COVID-19 outbreak, everything from schools and work to conferences and social events are leveraging video conferencing platforms. However, not all platforms and experiences are equal. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they discuss the good and bad of video conferencing and the potential for more realistic virtual solutions.2020-04-1918 min
TIRIAScastExciting New Mobile PC TechnologyJust in time for Spring and the COVID-19 quarantine, AMD, Intel, and Nvidia launch new technologies that are powering a wave of new thin-and-light laptops ideal for even the most demanding applications, including gaming and content creation. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they introduce the new technologies and what to expect from this new generation of mobile PCs.2020-04-1515 min
TIRIAScastCronavirus Part 2 - Winners and LosersIn our second TIRIAScast on the Coronavirus (officially named COVID-19), we explore some of the potential winners and losers from the outbreak as a result of long-term changes in society and business. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address the potential impact of the outbreak on the electronics industry.2020-03-2418 min
TIRIAScastImpact of the Coronavirus/COVID-19 on the Electronics IndustryThe Coronavirus (officially named COVID-19) is having a dramatic effect worldwide. There were concerns about the potential impact on the electronics industry when the outbreak first surfaced in China, but inventory buildups minimized the initial impact. Now, the spread of the outbreak and changes in consumer spending pose a much greater threat to the industry and global economy. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address the potential impact of the outbreak on the electronics industry.2020-03-1619 min
TIRIAScastCES and Tech Trends for 2020While there were no breakout trends at CES 2020, the conference did point to some trends for the coming year. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they review the announcements and trends of CES and the coming year.2020-02-2424 min
TIRIAScast2019 Wrap Up2019 was a busy year for technology with the launch of 5G, huge investments in AI and autonomous vehicles, and new advancements in semiconductor technology, just to name a few of the major topics. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they review some of the major news of 2019 and provide a glimpse of what to expect in 2020.2019-12-2625 min
TIRIAScast5G DemystifiedThroughout 2019, over 100 5G devices have been announced and 5G networks have begun rolling out around the world. By the end of 2020 several countries will have complete 5G coverage and just about every region will have some 5G coverage or at least a plan for 5G. As with every cellular technology generation before it, however, there are still misconceptions about 5G fueling the naysayers. Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in this TIRIAScast as they address many of the misconceptions about 5G and give a realistic view of the technology and future of 5G.2019-12-2620 min
TIRIAScast2019 Fall ReviewStarting with HotChips in late-August, fall 2019 has been an extremely busy season filled with new technology and product announcements. Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) cover the impact of some of these announcements with a look to what’s coming in the next few months leading up to CES.2019-11-1116 min
The ChargeGuy PodcastJim McGregor, Tirias Research, on Sustainable Homes and the Cost of PowerJim McGregor (Principal Analyst, Tirias Research) describes his sustainable house and discusses the cost of power - solar, wireless and others - with The Charge Guy2019-09-0318 min
TIRIAScast2019 Hot Chips ReviewThe semiconductor is getting exciting again as reflected by the record attendance at this year’s Hot Chips Conference at Stanford University. And much of this excitement is driven by artificial intelligence and machine learning (AI/ML). Join TIRIAS Research principal analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as review the presentations and announcements from the 2019 Hot Chips conference, including the new wafer-scale AI platform from Cerebras, in this TIRIAScast.2019-08-3019 min
TIRIAScastTrend Toward Custom ChipsThere is an alarming trend of device and systems companies developing custom chips, especially for AI and autonomous vehicles. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss why companies are developing custom chips, the industry trends and technologies that are enabling custom chips, and what it means to the traditional semiconductor segment in this TIRIAScast.2019-08-2207 min
TIRIAScastApple-Intel Modem DealAfter Apple settled with Qualcomm and agreed to switch to Qualcomm modems for 5G, Intel was left without a major handset customer. It was a matter of time before Apple or someone else purchased the modem assets from Intel, but there is a little more to the story. Join TIRIAS Research Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the deal and what it means to the parties and the industry in this TIRIAScast.2019-08-2210 min
TIRIAScastAR/VR UpdateAugmented Reality (AR) and Virtual Reality (VR) have struggled to gain widespread traction with consumers, but are finding new homes in industrial applications. At the same time, the technology continues to advance while prices decline. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) in another TIRIAScast, where they discuss the status and outlook for AR and VR.2019-07-2224 min
TIRIAScastThe Ruling in the FTC vs Qualcomm Case - What's Next?After months of waiting, Judge Lucy Koh ruled on the case of the U.S. FTC vs Qualcomm, in which the FTC accused Qualcomm of abusing its position in the market. TIRIAS Research has covered this case in detail because of its implications for the wireless segment and overall IP protection. While TIRIAS Research found the FTC’s case lacking any form of credibility, Judge Koh ruled in favor of the FTC. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the decision and its potential impact in this TIRIAScast.2019-06-1815 min
TIRIAScastThe Increasing Stakes in the China-U.S. Trade WarThe tech industry was initially spared any harm from the China-U.S. trade dispute, but as the dispute drags on, the tech industry is increasingly being impacted. Will political goals bring an end to the dispute or will the global economy pay the price through 2019 and going into 2020? Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@tekstrategist) as they discuss the increasing impact of the trade dispute in this TIRIAScast.2019-06-1814 min
TIRIAScastApple-Qualcomm Make PeaceAfter completing opening arguments to a case that appeared to be an epic battle between to tech powerhouses, Apple and Qualcomm abruptly settled all legal disputes. Apple even acquired a license and agreed to by chipsets from Qualcomm. TIRIAS Research believes that this was a win for the entire tech community and the U.S. patent system. Join Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@TekStrategist) as they discuss the settlement and ramifications in this TIRIAScast.2019-05-0608 min
TIRIAScastApple vs Qualcomm in Court - A Preview of the Legal BattleThis week Apple and Qualcomm will square off in court in a legal battle that could determine the strength of the U.S. patent system and the value of patents not just for technology companies, but all intellectual property holders. As a result, TIRIAS Research will be paying close attention to the case and even attending some of the proceedings. In this TIRIAScast Principal Analysts Kevin Krewell (@krewell) and Jim McGregor (@TekStrategist) outline the case, what’s at stake, and the recent history between these two companies that has resulted in this epic battle.2019-04-1512 min