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I doubt they do this. Why do they need it? As if somebody doesn't know who the real kingmaker of the industrial world is. If the world will be left without mod
by baybal2 5y ago
I doubt they do this. Why do they need it? As if somebody doesn't know who the real kingmaker of the industrial world is.
If the world will be left without modern semi manufacturing, it will rm -rf half of the NASDAQ by default.
I feel it's the Silicon Valley itself which needs to acknowledge how insignificant they are in the bigger picture of things.
If I were some big "tech" company head like of Facebook, Amazon, Google, I would've at least gave a look how much the microchip supply chain can trip their companies.
Tan Hock Eng has over the last 5 years bought almost every major network gear chipmaker, and is now holding the entirety of the "cloud" industry under gunpoint for example. The "cloud" guys might be now spending more money on switches than on CPUs.
Now imagine, somebody else will rollup something equally critical.
- DSingularity 5y agoMore money on switches?! Are you serious or exaggerating?
- baybal2 5y agoBroadcom has a stranglehold on both chips for the top of the rack, and multi-terabit ones. Intel makes very timid inroads into high end switching chips with Tofino, and that's it.
- kingosticks 5y agoBroadcom have been busy but there's still choice: https://elegantnetwork.github.io/posts/A-Summary-of-Network-ASICs/ https://elegantnetwork.github.io/posts/A-Summary-of-Network-...
- doctorsher 5y agoA choice they are allowed to make N years from now, when their current Broadcom terms expire, otherwise they forfeit their preferred pricing.