What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
At the VLSI Technology Symposium this week Intel released details on their i3 process. Over the last four nodes Intel has had an interesting process progression. In 2019, 10nm finally entered production with both high performance and high-density standard cells. 10nm went through several iterations eventually resulting in… Read More
In the rapidly evolving world of high-performance computing (HPC) and artificial intelligence (AI), technological advancements must keep pace with increasing demands for speed, efficiency, and security. Synopsys recently announced the industry’s first complete PCIe 7.0 IP solution. This groundbreaking initiative addresses… Read More
Vector databases have emerged as the preferred option for customizing generative AI and making it more trustworthy. Both dedicated vector DBs and vector-enabled DB suites deliver companies’ domain-specific data–most often text or imagery–to large language models. They help fine-tune models and enrich user prompts via retrieval-augmented… Read More
My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More
The automotive and manufacturing industries are rapidly changing, and you need solutions that meet today’s demands and empower tomorrow’s successes. Altair HPCWorks offers a complete solution set to unlock faster time to results and superior product quality.
This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
On Friday April 12th Intel held a press briefing on their adoption of High NA EUV with Intel fellow and director of lithography Mark Phillips.
In 1976 Intel built Fab 4 in Oregon, the first Intel fab outside of California. With the introduction of 300mm Oregon became the only development site for Intel with large manufacturing, development,… Read More
Earlier this month, SemiWiki wrote about Synopsys’s complete 1.6T Ethernet IP solution to drive AI and Hyperscale Data Center chips. A technology’s success is all about when, where and how it gets adopted within the ecosystem. In the high-speed ethernet ecosystem, the swift adoption of 1.6T Ethernet relies on key roles and coordinated… Read More
U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a total of $52.7… Read More
