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Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More
Samsung announces layoffs amid weak chip business and outlook
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Dan is joined by Gloria Kee, Vice President of Product Management at Model N. For 15 years at Model N, she has spent her time focused on product management and with an in-depth understanding of implementing and designing innovative software across a variety of business challenges. She is committed to product innovation and development… Read More
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Integrated circuits, or chips, lie at the heart of today’s electronic systems that are mission critical for almost every sector of the economy – from healthcare, to banking, military equipment, cars, planes, telecommunications, and the internet itself. The data flowing through these systems is the lifeblood of modern… Read More
Memory Hierarchy and the Memory Wall
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You don’t know you’re at a peak until you start to descend, and Hot Chips 2024 is proof that AI hype is still climbing among semiconductor vendors. Juggernaut Nvidia, startups, hyperscalers, and major companies presented their AI accelerators (GPUs and neural-processing units—NPUs) and touched on the challenges of software,… Read More
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