More consolidation in the Electronics Industry

What matters is the efficiency rather than the peak performance of the unit. The BZM1 looks to be the most efficient mining ASIC by a considerable amount. Maybe the performance is 1/20 of the competition but if it uses 1/30 the power it could be competitive.

1 Like

And yet another interesting move -

And this

1 Like
1 Like

While this will not relieve our overdependence on TSMC, it will make us less subject to what may happen if China takes Taiwan.

Nvidia - Arm fallout.

https://www.electronicdesign.com/technologies/embedded-revolution/article/21233851/electronic-design-nvidia-moves-ahead-with-arm-cpu-plans-even-after-deal-falls-apart

I saw that Softbank is asking for an $8B margin loan from whichever bank they pick to do the IPO. Which is kind of genius. Make them put their money where their mouth is on the valuation, and maybe take them for a bit of a ride because they want the business so bad.

1 Like

There was talk of a consortium to buy ARM, but it is not without its own challenges.

As if we need more bad news…

Guessing all this will be analyzed, picked apart for some time.

Another move by Intel

Supply chain issues can get interesting. Back in the dark ages when thru hole components were the only parts you could pop a board with, there was a sudden shortage of the epoxy resign used to make DIP pkgs, etc. Primary source had a serious problem at a plant. You’d think manufactures would learn…

1 Like

Interesting simulation.

Meanwhile back in the “real” world.

More Nvidia fun - hack the hackers.

And finally some info on that Intel miner.

1 Like

This appears to be result of an isolated failure at a power plant.

Maybe the power plant needed new computers & couldn’t get them :grin:

1 Like

Maybe new 'puters featuring counterfeit parts??

Meanwhile some good news?

More fallout from Russia behaving badly.

2 Likes

Uh oh, now they are going to make somebody unhappy…