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Born to Give Them Second Birth
At just about noon on Christmas Eve, the parts of our brains devoted to technology and investment become oddly slow to respond. Like the shepherds, we become attuned to events more important than work. We are inclined not to toil but to celebration of the coming of the One […]
Double Secret Inflation
Congress has made itself—and therefore voters—increasingly irrelevant to domestic policy by quietly offloading its real power to the administrative state. On inflation of the dollar, both Congress and the White House have taken quite the opposite tack. They pretend that it’s all up to the Fed, when the Fed is all but powerless on inflation. […]
Google’s Septillion-Year Challenge
Here, from Forbes, is a representative sample of the breathless reporting inspired by the recent announcement of Google’s “Willow” chip for quantum computing. “The Willow team’s claim that it can perform a complex calculation in just five minutes that would take a supercomputer 10 septillion years is mind-boggling. To put this into perspective, 10 septillion […]
Congress Falls for the Long Con
We do not like to add to the heavy load Messrs. Musk and Ramaswamy face at their newborn Department of Government Efficiency. Yet we fear the standard litany of waste, fraud, and abuse ignores the most self-destructive tendency of government. Government is gullible. Politicians and civil servants are the among most easily conned members of […]
China Strikes Back, Intel Takes a Bullet
For decades, Intel stood as a beacon of U.S. semiconductor dominance. Now with the company staring into the abyss, it’s time to recognize how badly U.S. sanctions against China have backfired against U.S. chipmakers. Designed to cripple China’s semiconductor industry, these sanctions instead have propelled Chinese chipmaking to new heights and evoked Chinese counterstrikes including […]
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Terrible News: U.S. Sanctions Against Chinese Semiconductor Firms May Be Working… for Now
U.S. sanctions forbidding China from buying elite semiconductor devices, or the equipment to make them, is forcing the breakup of a global semiconductor ecosystem that overwhelmingly benefited both nations. As the globe’s largest buyer of semiconductor devices and equipment, China provided hundreds of billions of dollars in revenue to U.S. chipmakers, effectively funding the ongoing […]
Intel Surrenders
Let us bow our heads in thankful recognition of the end of an era in the fabled, fabulous history of electronics. This past Monday, Pat Gelsinger resigned as CEO of Intel (NASDAQ: INTC), a post he held for less than four years. Having joined Intel as a precocious teenager and protege of the great Andrew […]
Needed for America: An AI Alliance by Intel, TSMC and Nvidia
Note from George Gilder: I have long admired Dr. Robert Castellano, and his Information Network, for superb insight into semiconductor markets. This week, I proudly welcome him to the Gilder Technology team. For readers, one benefit is that starting next week I will be able to do two Gilder’s Guideposts a week, one as usual […]
Thrown to the Wolves: A Tale of the CHIPS Act
In January of 2020, we recommended that our Gilder Technology Report readers invest in Wolfspeed (WOLF), an American company and leader in semiconductor devices made not from silicon (Si) but silicon carbide (SiC), a so-called “wide bandgap” semiconductor, like a diamond in the rough. Think of a new diamond age, consisting of wide-bandgap diamonds made from […]
Locking in the Trump Trade
What every investor (at least for the traders among us) wants to know is whether the Trump trade will be long or short, robust growth or more stagnation. Ignore the current Trump rally. That’s all about mood, and just as shifty. Whether it’s better to short Trump or bet on him depends on how many […]