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In the wake of the Spectre and Meltdown, it seems odd to write a post making the point I hope to make today. However as hard as it may be to believe, we truly are entering the golden era of the semiconductor industry. I recall many personal conversations with Broadcom co-found Henry Samueli, where h
Read articleMarc Andreessen famously articulated that “software is eating the world”. However, embedded in this observation is the central point that, before software can eat the world, semiconductors must eat it first. Thanks to Moore’s Law, this is exactly what is happening. We are on a journey to not just co
Read articleIt’s the first time for both Betsy and me: she’s never given birth before and I’ve never helped a goat produce a kid. My heart races as I pace her pen, reviewing what I need to know to make sure she has a safe delivery. She seems as content in her…
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