Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper

Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper
by Robert Maire on 10-01-2023 at 6:00 pm

china 800 pound gorilla
  • The memory down cycle is longer/deeper than many thought
  • The recovery will be slower than past cycles- a “U” rather than “V”
  • AI & new apps don’t make up for macro weakness
  •  Negative for overall semis & equip- Could China extend downcycle?
Micron report suggests a longer deeper down cycle
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Podcast EP111: How sureCore is Fueling the AI Revolution With Tony Stansfield

Podcast EP111: How sureCore is Fueling the AI Revolution With Tony Stansfield
by Daniel Nenni on 10-07-2022 at 10:00 am

Dan is joined by Tony Stansfield, sureCore’s CTO. Tony has over 35 years of semiconductor industry experience in a variety of technical roles. He is cited as an inventor on 23 patents covering SRAM, CAM, low-power electronics, and programmable logic.

Improving the Efficiency of AI Applications Using In-Memory ComputationRead More


Podcast EP103: A Look at the Game-Changing Technology Being Built by Luminous Computing

Podcast EP103: A Look at the Game-Changing Technology Being Built by Luminous Computing
by Daniel Nenni on 08-26-2022 at 10:00 am

Dan is joined by Michael Hochberg, president at Luminous Computing. His career has spanned the space between fundamental research and commercialization for over 20 years. He founded four silicon photonics companies garnering a total exit value of over a billion dollars.

Dan explores the computing technology being built by … Read More