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-Commerce Dept drops a 100 page nuke on the Semi industry
-Many words but not a lot of clarity on exact impact
-Implementation & interpretation will be key to quantify impact
-It’s all bad, just a question of how bad
We all know that China uses most of the world’s semiconductors… Read More
-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important
Micron capped off an otherwise… Read More
At our January 2021 industry update webinar, 20 months ago, we forecast “There’s no tight capacity relief before 2022 at the earliest” whilst simultaneously cautioning “Enjoy the super-cycle … it’ll crash in 2023!” At the time, we were dismissed as being ‘ever optimistic’ for the first prognosis and ‘losing the plot’ for the … Read More
The semiconductor market dropped 0.8 percent in 2Q 2022 versus 1Q 2022, according to WSTS. The 2Q 2022 decline followed a 0.5% quarter-to-quarter decline in 1Q 2022. The 2Q 2022 revenues of the top 15 semiconductor suppliers match the overall market results, with a 1% decline from 1Q 2022. The results by company were mixed. Memory… Read More
Recently TechInsights analyzed a Bitcoin Miner chip fabbed at SMIC and declared SMIC has a 7nm process. There has been some debate as to whether the SMIC process is really 7nm and what it means if it is 7nm. I wanted to discuss the case for and against the process being 7nm, and what I think it means.
First off, I want to say I am not going … Read More
It’s all around us. The pervasive use of AI is changing our world. From planetary analysis of weather patterns to monitoring your vital statistics to assess health, it seems as though smart everything is everywhere. Much has been written about the profound impact AI is having on our lives and society. Everyone seems to agree that… Read More
-Where are we in the chip cycle? Why is it different this time?
-No one rings a bell to indicate the top or bottom of a cycle
-Could the lack of self-awareness lead to a worse downturn?
-Who will weather the cycle better & come out on top
Several signs point to an easing of the shortages of semiconductors for automotive applications. However, the production of light vehicles will likely remain below full potential through at least 2023. LMC Automotive’s July forecast of light vehicle production called for 81.7 million units in 2022, up 2% from 2021. LMC’s January… Read More
Jay Dawani is the co-founder & CEO at Lemurian Labs, a startup developing a novel processor to enable autonomous robots to fully leverage the capabilities of modern day AI within their current energy, space, and latency constraints.
Prior to founding Lemurian, Jay had founded two other companies in the AI space. He is also … Read More
We need more and more complex chips and SoCs for all new applications that use the latest technologies like AI. For example, Apple’s 5nm SoC A14 features 6-core CPU, 4 core-GPU and 16-core neural engine capable of 11 trillion operations per second, which incorporates 11.8 billion transistors, and AWS 7nm 64-bit Graviton2 custom… Read More
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