Data Center Energy Trends Force a Rethink of Chip Power Delivery

Data Center Energy Trends Force a Rethink of Chip Power Delivery
by Daniel Nenni on 10-08-2026 at 10:00 am

Data Center Energy Trends Force a Rethink of Chip Power Delivery

Intel Foundry published a two article series on chip power delivery that are worth reading. Here is a quick summary:

Artificial intelligence is changing the requirements for semiconductor innovation. Faster transistors and denser packaging remain essential, but their benefits increasingly depend on another engineering… Read More


Built to Deliver the Answer, Not to Train the Model

Built to Deliver the Answer, Not to Train the Model
by Lauro Rizzatti on 10-06-2026 at 8:00 am

VSORA SemiWiki Post Sep 28 2026 Week


How VSORA rebalances memory and compute for AI inference in the data center and at the edge

For more than a decade, the AI hardware industry focused mainly on model training, while inference represented a smaller share of overall demand. That balance is changing as trained models are deployed widely in recommendation engines, … Read More


Jalapeño Hot Chip, Cool Power Bill: OpenAI Turns Up the Heat on AI Inference

Jalapeño Hot Chip, Cool Power Bill: OpenAI Turns Up the Heat on AI Inference
by Daniel Nenni on 09-09-2026 at 2:00 pm

Jalapeño Hot Chip

OpenAI’s Jalapeño is a custom accelerator designed specifically for AI inference, particularly the low-latency, multi-chip workloads behind interactive and agentic systems. Its central idea is that useful performance cannot be reduced to peak floating-point operations or memory bandwidth. What matters is how quickly … Read More


Semidynamics Secures a Strategic Investment to Advance Memory-Centric AI Inference Chips

Semidynamics Secures a Strategic Investment to Advance Memory-Centric AI Inference Chips
by Daniel Nenni on 05-20-2026 at 8:00 am

Semidynamics Secures a Strategic Investment

In the rapidly evolving world of artificial intelligence hardware, memory bandwidth and data movement have become just as important as raw compute power. Addressing this challenge head-on, Semidynamics has announced a strategic investment aimed at accelerating the development of its next-generation memory-centric AI … Read More


Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?

Captain America: Can Elon Musk Save America’s Chip Manufacturing Industry?
by Jonah McLeod on 03-20-2026 at 6:00 am

Elon Musk Lip Bu Tan Wafer Deal

Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More


NanoIC Extends Its PDK Portfolio with First A14 Logic and eDRAM Memory PDK

NanoIC Extends Its PDK Portfolio with First A14 Logic and eDRAM Memory PDK
by Daniel Nenni on 02-04-2026 at 6:00 am

Nano IC TSMC Process Roadmap

NanoIC has announced a major expansion of its process design kit portfolio with the introduction of its first A14 logic and embedded eDRAM  memory PDK. This milestone reflects the company’s growing role in enabling advanced semiconductor design at cutting-edge technology nodes and addresses increasing industry demand for… Read More


AI Revives Chipmaking as Tech’s Core Engine

AI Revives Chipmaking as Tech’s Core Engine
by Daniel Nenni on 09-17-2025 at 8:00 am

The Economist

A century ago, 391 San Antonio Road in Mountain View, California, housed an apricot-packing shed. Today, it’s marked by sculptures of diodes and a transistor, commemorating the 1956 founding of Shockley Semiconductor Laboratory—the birthplace of Silicon Valley. William Shockley, co-inventor of the transistor, aimed… Read More


CEO Interview with Dr. Naveen Verma of EnCharge AI

CEO Interview with Dr. Naveen Verma of EnCharge AI
by Daniel Nenni on 07-04-2025 at 6:00 am

Naveen Verma Headshot

Naveen Verma, Ph.D., is the CEO and Co-founder of EnCharge AI, the only company to have developed robust and scalable analog in-memory computing technology essential for advanced AI deployments, from edge to cloud. Dr. Verma co-founded EnCharge AI in 2022, building on six years of research and five generations of prototypes … Read More


Arteris Empowering Advances in Inference Accelerators

Arteris Empowering Advances in Inference Accelerators
by Bernard Murphy on 11-06-2024 at 6:00 am

NoC Tiling min

Systolic arrays, with their ability to highly parallelize matrix operations, are at the heart of many modern AI accelerators. Their regular structure is ideally suited to matrix/matrix multiplication, a repetitive sequence of row-by-column multiply-accumulate operations. But that regular structure is less than ideal … Read More


INTERVIEW: Bluespec RISC-V soft cores in Achronix FPGAs

INTERVIEW: Bluespec RISC-V soft cores in Achronix FPGAs
by Don Dingee on 06-13-2024 at 6:00 am

Achronix Bluespec partnership highlights

Recently, a partnership between Achronix and Bluespec has been in the news. Bluespec RISC-V processors are available as soft cores in a Speedster®7t FPGA on Achronix’s VectorPath® PCIe development card or in a standalone Speedster7t FPGA. We spoke with executives from Achronix and Bluespec about the impetus for this effort … Read More