Summary of The End of Big Silicon — Apple, Intel, Qualcomm

00:00:00 - 00:15:00

The CEOs of Apple, Intel, and Qualcomm discuss the competitive advantages of their respective companies and how these advantages are diminishing. They discuss the importance of investing in domestic chip production, and the potential for government mandates to force technology companies to use domestic chips.

• 00:00:00 Chip technology is reaching its limits, and the industry is exploring new ways to solve the problem. Apple is taking on chiplet architectures, and Qualcomm is also exploring off-core features.
• 00:05:00 In the near future, Apple, Intel, and Qualcomm will all experience a similar explosion in innovation in packaging technology, which will outpace that of process technology. This is good news for designers, as it brings back the importance of design and allows them to differentiate themselves from the competition.
• 00:10:00 The author discusses how the increase in chip fabrication capabilities has led to increased competition and the importance of strong silicon design teams. He argues that while chip fabs should be located globally, this should not lead to excessive price gouging by any one company.
• 00:15:00 In this video, Silicon Valley CEOs discuss the competitive advantages of Apple, Intel, and Qualcomm, and how these advantages are diminishing. These CEOs discuss the importance of investing in domestic chip production, and the potential for government mandates to force technology companies to use domestic chips.