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Search results

  1. A

    Inside Micron Taiwan’s Semiconductor Factory

    Great video, thanks for the post.
  2. A

    Moving computational power to where it is needed is the trend.

    With the cost of computational power coming down in cost, size and power consumption more and more computational power will be moved to where it is used the most. It will also require ever increasing specialization of functions. Cost/benefit analysis across entire ecosystems will become the...
  3. A

    Any thoughts on Apple's AI platform?

    On CNBC this today, Apple is set to release their own AI effort at the next developers conference shortly. Any thoughts if this will be a significant development or just a small step. Their long relationship with TSM all but assures Apple has the resources to have the very best of the fabs to...
  4. A

    Intel's Guadi 3 Flop

    Intel's Guadi 3 is slated to get less than one percent market share. Pat will have to pull a rabbit out of Intel's hat to keep relevant in the AI race which has become critical to its future. Any thoughts on what Pat Gelsinger may do or even can do...
  5. A

    Is optical computing just a dream or can it become a reality?

    I have read many articles about optical computing and some versions have actually been built and new light conducting biomaterials look to hold promise. Any thoughts or comments either way would be greatly appreciated. This could hold the answer to heat and power problems. Also, what companies...
  6. A

    How will AI/Automation change the industry?

    With AI/ML set to make large inroads in a large number of industries, what does the SemiWiki community feel the coming changes to the semiconductor industry will be in both timeline and scope? Could it possibly increase due to increased demand for automation in outside fields or fall due to...
  7. A

    Alternatives to Shrink for Performance?

    Now that shrink is coming to an end, what are the best alternatives for improving performance? Layering, optical, faster speeds, different architectures, breaking inputs up for parallel processing? What companies will lead?
  8. A

    Is Optical Computing Viable and Energy Efficient?

    https://optalysys.com/wp-content/uploads/2022/04/Whatwedoandwhywedoit%E2%80%94Optalysys121.pdf Organic electronics lead to new ways to sense light - Phys.org I have read for a few years about optical computing, but have yet to see any commerical products, is this a viable technology or still a...
  9. A

    Listening to Jensen Huang this morning

    AI when compared to standard computing is actually lower cost and lower power when you look at the computing power delivered for the amount of power used and money spent. The us secretary of commerce said it's critical to get high end TSM fabs here in the US.
  10. A

    Design of Ecosystems for AI/ML and Humans, different types

    How to interface with the world of AI/ML will be a skill set itself, for AI/ML are advancing in almost all areas and endeavors. Advanced robotics and manufacturing advances in processes like 3D printing to name just a few are going to require massive changes in everything from education...
  11. A

    TSMC Bulls Ignore Buffett’s Warning and Stick to AI Bet

    An east west conflict of large size would disrupt the world economy as a whole and even China would suffer as they would be cut off from western and southern markets. A major conflict would hurt all, sort of starting a hand grenade fight in a small room, all would suffer.
  12. A

    Design of Ecosystems for AI/ML and Humans, different types

    To fully realize the full potential of AI/ML ecosystems will have to be designed specifically to take advantage of the full potential of AI/ML. Systems set up this way will be able to realize the full potential of AI/ML. In the future there will be three totally distinct systems. One that is...
  13. A

    TSMC to collaborate with SK Hynix on HBM4

    Any thoughts on how Micron will deal with this and what actions they may take?
  14. A

    KAIST Develops Next-generation Ultra-low Power LLM Accelerator - Shames Nvidia!

    I have no doubt that this advance will be the first of a long line of advances ahead of us. The world has an increasing amount of collaboration, cooperation, communications and computational power to take on any challenge, we just have to learn to maximize it. No doubt formal, morphing...
  15. A

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Trust, integrity, skill set and execution are a very rare combination and hard to maintain at the leading edge. In these factors TSM has mastered for decades and is ingrained in their culture on top of a constant quest for excellence, which attracts top talent and allies.
  16. A

    Will Bioprinting be the next large market for semis?

    https://www.news-medical.net/?tag=/Bioprinting The uses and applications of bioprinting I see as a growing and diverse market not only people, but any living thing with a range of applications that can only limited by the imagination. Bio printing combined with semis may change our very notion...
  17. A

    Diamond nanomembranes to change electronics?

    https://newatlas.com/materials/diamond-nanomembranes-electronics/ Is this a major advance or just another limited lab curiosity? Any thoughts or comments appreciated.
  18. A

    Claude 3, the next AI

    https://newatlas.com/technology/anthropic-claude-3/ Any thoughts or opinions on this new AI would be greatly appreciated, including what companies will be leading in this new model. Thanks
  19. A

    Could thermocouples be the answer to heat and power challenges?

    I was looking at thermocouples to actually convert the heat to electricity. I feel this technology is due for some serious research and become a major area of study. Much of the current technology in this area is aging and now the demand for solutions might push this technology forward...
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