Greetings Thinkers,
This week’s Leadership CONNECT:
- Spark of the week: ARM: Winner of the Chip Wars
- Video: The Demise of Intel
- Video: The Rise and Fall and Rise of AMD
- Video: ASML — The One Firm That Controls All Chip-Making
- Video: Book recommendation: Chip Wars
Happy Thinking,
Dr. Yesha Sivan and the MindLi Team
P.S. Comments, ideas, feedback? Send me an e-mail.
1. ARM: Winner of the Chip Wars
Guest post by Avi Levy
ARM Inside: Why It’s Taking Over the World?
Remember when “Intel Inside” was synonymous with computing? Today, a quiet revolution is underway, and it’s all about ARM architecture.
ARM processors power many devices we use daily, including smartphones, tablets, and even the servers behind our favorite applications. But what makes ARM so significant? Apple, AWS, and Nvidia all use ARM.
Unlike traditional x86 architecture, ARM is designed for energy efficiency. This efficiency is crucial in an era dominated by mobile devices, AI workloads, and automation. Tech giants are embracing ARM to deliver high performance with low power consumption.
Here are some notable ARM-powered devices making waves:
- Apple’s M-Series Processors: These chips are found in the latest Macs, and they offer impressive performance and battery life, redefining user expectations.
- AWS Graviton Instances: Amazon Web Services’ ARM-based processors enhance the performance of cloud workloads. Learn more about AWS Graviton here.
- NVIDIA Jetson AGX Series: These modules power autonomous machines, delivering AI capabilities for robotics and edge computing. Discover more about NVIDIA Jetson AGX here.
ARM’s impact is profound. It influences everything from the devices to the cloud services we depend on and drives advancements in AI and automation.
A cool review of ARM as the core of Apple’s latest success
p.s. If you are interested in the core of the AI/digital age, watch the lecture by Chris Miller, author of Chip War, in the last item.
2. Video: The Demise of Intel
Intel has faced challenges for years: missing the smartphone revolution, grappling with chip quality issues, and losing key customers like Apple to alternative processors. With the AI boom on the horizon, the tech giant risks being left behind. This isn’t just a business story—it’s a pivotal moment for the industry.
3. Video: The Rise and Fall and Rise of AMD
AMD’s journey is one of highs and lows, from its early success with processors like the Am386 and Athlon to near bankruptcy in the late 2000s due to competition and manufacturing struggles. A turnaround began in 2017 with Ryzen processors, reclaiming market share from Intel. Today, AMD thrives with innovative CPUs, GPUs, and strategic acquisitions, proving resilience can lead to remarkable comebacks.
4. Video: ASML — The One Firm That Controls All Chip-Making
ASML, the Dutch company revolutionizing chipmaking, builds $200 million EUV lithography machines for printing advanced microchips. These intricate machines, relying on exploding molten tin and ultra-narrow light, require months to assemble and involve 800 suppliers. Used by tech giants like TSMC and Intel, ASML’s technology powers the digital world, while export controls restrict access to China.
5. Video: Book Recommendation: Chip Wars
In this lecture, Chris Miller, author of the acclaimed book “Chip War,” delves into the critical role of semiconductors in global power dynamics. He explores the geopolitical tensions shaping the semiconductor industry. He highlights the strategic importance of South Korea and East Asia in supply chains as nations like the U.S. and China vie for dominance.
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