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Serving their AI Masters

Serving their AI Masters
by Claus Aasholm on 09-17-2024 at 10:00 am

Semiconductor AI Supply Chain 2024

The Impact of the AI Revolution on the Server Manufacturers

While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More


TetraMem Integrates Energy-Efficient In-Memory Computing with Andes RISC-V Vector Processor

TetraMem Integrates Energy-Efficient In-Memory Computing with Andes RISC-V Vector Processor
by Wenbo Yin on 09-10-2024 at 10:00 am

MX100

The rapid proliferation of artificial intelligence (AI) across a growing number of hardware applications has driven an unprecedented demand for specialized compute acceleration not met by conventional von Neumann architectures. Among the competing alternatives, one showing the greatest promise is analog in-memory computing… Read More


Emotion AI: Unlocking the Power of Emotional Intelligence

Emotion AI: Unlocking the Power of Emotional Intelligence
by Ahmed Banafa on 09-04-2024 at 6:00 am

Emotion AI Unlocking the Power of Emotional Intelligence

Emotion AI, also known as affective computing or artificial emotional intelligence, is a rapidly growing field within artificial intelligence that seeks to understand, interpret, and respond to human emotions. This technology is designed to bridge the gap between human emotions and machine understanding, enabling more … Read More


AI: Will It Take Your Job? Understanding the Fear and the Reality

AI: Will It Take Your Job? Understanding the Fear and the Reality
by Ahmed Banafa on 08-28-2024 at 10:00 am

1723340638358

In recent years, artificial intelligence (AI) has emerged as a transformative force across industries, driving both optimism and anxiety. As AI continues to evolve, its potential to automate tasks and improve efficiency raises an inevitable question: Will AI take our jobs? This fear is compounded by frequent reports of layoffs,… Read More


Bug Hunting in NoCs. Innovation in Verification

Bug Hunting in NoCs. Innovation in Verification
by Bernard Murphy on 08-28-2024 at 6:00 am

Innovation New

Despite NoCs being finely tuned in legacy subsystems, when subsystems are connected in larger designs or even across multi-die structures, differing traffic policies and system-level delays between NoCs can introduce new opportunities for deadlocks, livelocks and other hazards. Paul Cunningham (GM, Verification at Cadence),… Read More


Alphawave Semi Unlocks 1.2 TBps Connectivity for HPC and AI Infrastructure with 9.2 Gbps HBM3E Subsystem

Alphawave Semi Unlocks 1.2 TBps Connectivity for HPC and AI Infrastructure with 9.2 Gbps HBM3E Subsystem
by Kalar Rajendiran on 08-27-2024 at 10:00 am

9.2Gbps HBM3E Subsystem

In the rapidly evolving fields of high-performance computing (HPC) and artificial intelligence (AI), reducing time to market is crucial for maintaining competitive advantage. HBM3E systems play a pivotal role in this regard, particularly for hyperscaler and data center infrastructure customers. Alphawave Semi’sRead More


The State of The Foundry Market Insights from the Q2-24 Results

The State of The Foundry Market Insights from the Q2-24 Results
by Claus Aasholm on 08-20-2024 at 10:00 am

TSMC Leads but Challengers Follow 2024

If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.

As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More


AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery

AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery
by Robert Maire on 08-19-2024 at 6:00 am

One Trick Pony
  • AMAT reports good but underwhelming quarter
  • China slowing creates revenue & GM headwinds- ICAPs weak
  • AI remains the one and only bright spot in both foundry & memory
  • Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y

AMAT came in at revenues of $6.78B… Read More


The Impact of UCIe on Chiplet Design: Lowering Barriers and Driving Innovation

The Impact of UCIe on Chiplet Design: Lowering Barriers and Driving Innovation
by Kalar Rajendiran on 08-15-2024 at 6:00 am

Comparative Analysis of Chiplet Interconnect Standards (Physical Layer)

The semiconductor industry is experiencing a significant transformation with the advent of chiplet design, a modular approach that breaks down complex chips into smaller, functional blocks called chiplets. A chiplet-based design approach offers numerous advantages, such as improved performance, reduced development … Read More


CEO Interview: Yogish Kode of Glide Systems

CEO Interview: Yogish Kode of Glide Systems
by Daniel Nenni on 08-09-2024 at 6:00 am

Yogish Kode

Yogish Kode is a senior solutions architect with substantial experience in product lifecycle management for over 20 years. His focus has been on semiconductor PLM and IP management. Prior to founding Glide Systems, he was a global solutions architect at Dassault Systèmes, an IT lead at Xilinx, and a senior programmer/analyst… Read More