New regulations will impact global trade by hundreds of billions of dollars annually. | Continue reading
First Net Loss In Over 30 Years, Cutting Fab Buildouts, But “Committed To Growing The Dividend” | Continue reading
Microsoft's first generation memory pooling with CXL can significantly reduce the amount of DRAM needed for servers. Up to 25% of DRAM is stranded, and 50% of VMs never touch 50% of their memory. Reducing overprovisioning and underutilization with CXL pooled memory "represents hu … | Continue reading
Intel Habana, Graphcore, Google TPU, and Nvidia A100 Compared In AI Training | Continue reading
Apple announced their new 20 billion transistor M2 SoC at WWDC. Unfortunately, it’s quite a minor uplift in performance in some areas such as CPU. Apple’s gains mostly came from the GPU and video editing side of things. | Continue reading
Nvidia’s software expertise has propelled them to completely dominating the markets they operate in. Intel Network and Edge Group has a successful playbook to fight back. They have come to dominate many areas of hardware with this playbook. In this post we will discuss the playbo … | Continue reading
Terrifying Implications For The Semiconductor Industry | Continue reading
The hack contains sensitive info on future GPU configurations, source code for software, tester, simulation, and Verilog code.This could be the most significant act of corporate espionage in a generation. | Continue reading
Amazon has shattered all norms continuously with their AWS platform. The hardware journey started with the acquisition on Annapurna Labs in 2015. Today Amazon announced Graviton3 and a custom SSD controller. The first impressive in-housing effort was with the AWS Nitro years back … | Continue reading
Apple's leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the … | Continue reading
SemiAnalysis believes this will be the first truly high-performance RISC V design! We are still not sure what their business model is. Licensing, datacenter, mobile, or building until they are acquired by a larger firm all could be viable. Regardless, there seems to be a new, agg … | Continue reading
Tesla has flipped the hardware world on its head by creating a chip with GPU levels of compute, more than the highest end networking chips IO, and high levels of flexibility. They utilize a integrated fan out system on wafer that achieves better scale up and scale out performance … | Continue reading
Morgan Stanley has downgraded TSMC $TSM in a blubbering 83-page report which caused its valuation to tumble by $25 billion. This report is full of errors and falsehoods. SemiAnalysis dissects some of these glaring mistakes. | Continue reading
Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s shor … | Continue reading
Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s shor … | Continue reading
Intel touted huge wins with Qualcomm and Amazon for their foundry business, but a deeper investigation reveals there are no chips deals penned. Intel will only package for Amazon, and Qualcomm is only evaluating the technology. | Continue reading
Bridging the gap between business and the worlds most important industry. | Continue reading