Embracing Silicon Valley, EA gears up for its digital empire (interview)

Electronic Arts generated $1.2 billion in digital game revenues in the past year. That includes revenues from downloadable content, Facebook games, web titles, mobile games, and other non-retail categories. But that’s just the beginning of EA’s transformation into a digital game company, since chief executive John Riccitiello says that games are moving from “that disk you buy to a place you go.”

Could looming chip supply issues derail the mobile market?

Over the past several years, the semiconductor market has changed from a primarily vertically integrated model (e.g., ownership of design through manufacturing), to one of chip design efforts separated from production fabs (the foundry model). This has allowed many new entrants into the market that no longer needed to raise incredible sums to build and operate their own fabs.