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Truth & Consequences

Tower Semiconductor

What Happens If China Blocks Intel’s Tower Deal?

By Peter Clarke

For want of a nail, the shoe was lost.
For want of a shoe, the horse was lost.
For want of a horse, the rider was lost.
For want of a rider, the message was lost.
For want of a message, the battle was lost.
For want of a battle, the kingdom was lost.
And all for the want of a horseshoe nail.

Intel has dreams of being the world’s second largest foundry by 2030. Those are big dreams indeed, with geopolitical overtones, but without taking the first step along that road – the acquisition of Tower Semiconductor Ltd. – it could all come to nothing.

And if China blocks Intel’s takeover of Tower, it could potentially upend the U.S. chip giant’s foundry aspirations. It could even compel Intel to abandon chipmaking and follow AMD down the path of being a fabless processor vendor.

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virtual reality at CES

Research Chief Touts ‘Metaverse of Things’ at CES

By David Benjamin

The Consumer Technology Association (CTA) is bullish on the “Metaverse,” a coinage and concept upon which Facebook (now Meta) creator Mark Zuckerberg has gambled his reputation.

In the opening session at CES 2023 in Las Vegas Wednesday (Jan. 4), the CTA’s vice president for research, Steve Koenig, trumpeted his organization’s support for the still-embryonic Metaverse, calling it a “real trend” with potential applications for business strategy. He called it a “next generation of the Internet” that will evolve into a “Metaverse of Things” (MoT?).

“The Metaverse is closer than you think,” proclaimed Koenig.

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screen junkie

Smoke on the Brain

By David Benjamin

“I think the primary gateway to the metaverse will be the smartphone…
The allure of the metaverse is that we will be able to transcend our physical world, ‘teleport’ to any place, real or imaginary, and have an enjoyable, educational, or practical experience there.”
—Jon Peddie, The Ojo-Yoshida Report

I grew up in a cloud of smoke, an experience pretty close to universal among so-called Baby Boomers. My parents and grandparents smoked, most of my aunts and uncles, nearly every adult, for that matter, in my hometown, smoked. Most of my school friends lit their first cigarette before high school. TV shows were interrupted incessantly by nicotine come-ons, for Kent, Chesterfield, Lucky Strike, Camel, Kool, and “Winston tastes good, like a cigarette should.”

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Arm vs. Qualcomm

Arm’s Qualcomm Lawsuit Is Just About Money, Right?

By Mike Feibus

What’s at stake?
Arm filed late August a lawsuit against Qualcomm Inc. and Nuvia, Inc. for breach of license agreements and trademark Infringement. But the lawsuit might not be as straightforward as it first appeared. At stake here is a new Arm processor developed by Qualcomm for laptops, which leverages technology innovated by Nuvia, now owned by Qualcomm. So, here’s the billion-dollar question: why is Arm — with the prospect of collecting royalties for each of Qaulcomm’s performance-packed processors — suing to prevent Qualcomm from making the chips?

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