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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
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, 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
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
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
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’s… Read More
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 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 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
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
The Intel Common Platform Foundry Alliance