(Veteran tech columnist Jon Markman publishes Strategic Advantage, a popular daily guide to the great digital transformation of business and society — and how to invest in it. Click here for a free two-week trial.)
They way computers think is undergoing a profound change and that is a really big opportunity for Taiwan Semiconductor Manufacturing ((TSM) -Get Report), an Asia microprocessor contracting company.
At the AWS re:Invent conference on Tuesday managers revealed AWS Trainium, a custom made computer chip for running high performance tasks at data centers. The future of computing is here.
Goodbye Intel ((INTC) -Get Report). Hello made to order.
That assessment may seem a bit extreme. Intel is the world’s largest vertically integrated semiconductor company. The company still designs, makes and markets the brains for most of the world’s personal computers and data centers. It’s a robust business that generated $71.9 billion