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Artificial Intelligence
Even for experienced technologists some technologies can seem almost indistinguishable from magic. One example is the bird’s eye camera view available on your car’s infotainment screen. This view appears to be taken from a camera hovering tens of feet above your car. As an aid to parallel parking, it’s a brilliant invention; … Read More
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 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
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Alphawave Semi is in Play!