The over-build of mature node capacity and consequent foundry utilisation rates of 70-75% present an opportunity to secure future fab capacity at advantageous rates, Ed confides to his diary, and I have set u a fund to do it. My strategy is to get every UK semiconductor company, design house, university, R&D institute, startup, individual designer or student to come ...
Ed And The Arms Guys
Some would think I’m lucky get two lunches at the Ritz in a fortnight, but you’ve got to take account of my hosts – lobbyists for the water and arms industries – smooth guys but depressingly inhuman, Ed confides to his diary. The arms guys were more generous than the water guys, ordering up the Poulet de Bresse en Vessie ...
Ed Finds A Fat Pipe To Tap
I particularly enjoy having lunch at the Ritz – lovely dining, room superb service but the problem today is the company – I’m being lunched by lobbyists for the water companies – probably the most unpopular industry in the country, Ed confides to his diary. It turns out that neither the water companies nor the data centres need to reveal ...
Ed Cools The Vibe On AI Factories
No.10 calls me in and I trot along feeling like a schoolboy expecting something unpleasant. When I get there, I know it’s going to be OK because I am ushered immediately through into the PM’s study where he is alone. “Thanks for coming in Ed,“ says the PM, “I am being assailed on all sides by people who say the ...
Ed Falls In Love
I’ve fallen in love, Ed confides to his diary, but there’s a bit of a problem with it. I met this fantastic girl at a French embassy party chic, smart and sexy. We’re having the best time possible. You know what they say about old dogs and new tricks? It ain’t true Then comes a phone call. “It’s MI6 we ...
Ed Makes A Play For The AI Datacentre Market
I want to be an activist minister – a business catalyst – and one thing I’m doing is generating startup activity in photonics-based interconnection devices for datacentres, Ed confides to his diary, Huge figures are being touted around for the growth in this market with startups sprouting prolifically and getting snapped up by big chip companies wanting expertise in the tech ...
Ed Goes For Reconfigurables
Quite clearly the UK has many of the technologies required to develop reconfigurable AI chips, so I have suggested to the PM that HMG put up a big prize – say £20 million – for the person, team or company who comes up with a prototype device, Ed confides to his diary With algorithmic progress overtaking hardware progress, reconfigurables are ...
Ed Takes On Putin
At the top of Western politicians’ minds is how to rein in the Russkies and the PM has been bending my ear for suggestions, Ed confides to his diary. He seems to think I am privy to the dark arts of cyber-skulduggery and can rattle Mr P. What Putin’s most afraid of seems to be the disapproval of the people ...
Ed Spots The 2D Chip Wheeze
Is molydenum disulphide the silicon replacement? I don’t know, but there’s mileage in assuming it will be, Ed confides to his diary. It supports high current density, has a tuneable bandgap, forms atomically-thin wafers, is compatible with silicon – all of which suggest it could be a substrate for 2D ICs. Fabrication challenges can be skated over for now as ...
Ed The Manipulator
Stock markets are as volatile as teenagers at the moment with tech shares particularly skittish – it’s too good an opportunity to miss, Ed confides to his diary. Accordingly, I have concocted some market-moving rumours. Huawei’s EUV machines are being successfully mass produced at a third of the cost of ASML’s machines. Intel 18A is yielding at 60%/30% TSMC A16 ...