- 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?
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.
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
Dan and Mike are joined by Semir Haddad, senior director of product marketing at Eta Compute and Vineet Ganju, vice president and general manager, low power edge AI business at Synaptics. Semir and Vineet discuss the collaboration between Eta Compute and Synaptics to develop new and innovative solutions for AI applications… Read More