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Artificial Intelligence
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
In the rapidly evolving landscape of high-performance computing (HPC) and artificial intelligence (AI), the demand for increased processing power, efficiency, and scalability is ever-growing. Traditional monolithic chip designs are increasingly unable to keep pace with these demands, leading to the emergence of chiplets… Read More
The rapid expansion of data-intensive applications, such as artificial intelligence (AI), high-performance computing (HPC), and 5G, necessitates connectivity solutions capable of handling massive amounts of data with high efficiency and reliability. The advent of 224G/112G Serializer/Deserializer (SerDes) technology,… Read More
I generally like to start my blogs with an application-centric viewpoint; what end-application is going to become faster, lower power or whatever because of this innovation? But sometimes an announcement defies such an easy classification because it is broadly useful. That’s the case for a recent release from Quadric, based… Read More
Orr Danon is the CEO and Co-Founder of Hailo. Prior to founding Hailo, Orr spent over a decade working at a leading IDF Technological Unit. During this time he led some of the largest and most complex interdisciplinary projects in the Israeli intelligence community. For the projects he developed and managed, Danon received the … Read More
– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King
The crowds at Semicon West were both… Read More
#61DAC is evolving. The big get bigger and ultimately focus on other venues for customer outreach and branding. This is a normal evolution in any industry. For EDA, it was noticed by many that Cadence and Synopsys have downsized their booths at DAC. Everyone knows CDNLive and SNUG are very successful events for these companies and… Read More
AI for revolutionary business applications grabs all the headlines but real near-term growth is already happening, in consumer devices and in IoT. For good reason. These applications may be less eye-catching but are eminently practical: background noise cancellation in earbuds and hearing aids, keyword and command ID in voice… Read More
Now that claims and counter claims about advances in foundational AI seem to be dying down, it becomes more interesting to look at the next wave – AI applications in key markets. Figuring out what is really happening here presents its own problems. Marketing and analyst literature still projects unbounded promise (now dialed back… Read More
Heterogeneous multi-die integration is gaining more momentum all the time. The limited roadmap offered by Moore’s Law monolithic, single-die integration has opened the door to a new era of more-than-Moore heterogeneous integration. The prospects offered by this new design paradigm are exciting and the entire ecosystem is… Read More
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TSMC vs Intel Foundry vs Samsung Foundry 2026