For decades, speculative execution was a brilliant solution to a fundamental bottleneck: CPUs were fast, but memory access was slow. Rather than wait idly, processors guessed the next instruction or data fetch and executed it ‘just in case.’ Speculative execution traces its lineage back to Robert Tomasulo’s work… Read More
President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More
At NVIDIA’s recent GTC conference, a Cadence-NVIDIA joint session provided insights into how AI-powered innovation is reshaping the future of data center infrastructure. Led by Kourosh Nemati, Senior Data Center Cooling and Infrastructure Engineer from NVIDIA and Sherman Ikemoto, Sales Development Group Director from … Read More
At the 2025 NVIDIA GTC Conference, CEO Jensen Huang delivered a sweeping keynote that painted the future of computing in bold strokes: a world powered by AI factories, built on accelerated computing, and driven by agentic, embodied AI capable of interacting with the physical world. He introduced the concept of Physical AI—intelligence… Read More
RISC-V conferences have been at full capacity and I expect this one will be well attended as well. Andes is the biggest name in RSIC-V. The most notable thing about RISC-V conferences is the content. Not only is the content deep, it is international from the top companies in the industry. It is hard to find a design win these days without… Read More
Why Latency-Tolerant Architectures Matter in the Age of AI Supercomputing
High Bandwidth Memory (HBM) has become the defining enabler of modern AI accelerators. From NVIDIA’s GB200 Ultra to AMD’s MI400, every new AI chip boasts faster and larger stacks of HBM, pushing memory bandwidth into the terabytes-per-second range. … Read More
Jonathan Klamkin, Ph.D. is founder and CEO of Aeluma, Inc. (ALMU). He is a Professor at the University of California Santa Barbara and has previously worked at Boston University, Scuola Superiore Sant’Anna, MIT Lincoln Laboratory, and BinOptics Corp. (a laser diode manufacturer that was acquired by Macom in 2015). He is the recipient… Read More
GTC is coming back to San Jose on March 17–21, 2025. Join thousands of developers, innovators, and business leaders to experience how AI and accelerated computing are helping humanity solve our most complex challenges.
From the must-see keynote by NVIDIA CEO Jensen Huang to over 1000 inspiring sessions, 300+ exhibits, technical… Read More
The December 2024 WSTS forecast called for strong 2024 semiconductor market growth of 19%. However, the strength is limited to a few product lines. Memory is projected to grow 81% in 2024. Logic is expected to grow 16.9%. The micro product line should show only 3.9% growth, while discretes, optoelectronics, sensors and analog … Read More
WSTS reported third-quarter 2024 semiconductor market growth of $166 billion, up 10.7 percent from second-quarter 2024. 3Q 2024 growth was the highest quarter-to-quarter growth since 11.6% in 3Q 2016, eight years ago. 3Q 2024 growth versus a year ago was 23.2%, the highest year-to-year growth since 28.3% in 4Q 2021.
Nvidia remained… Read More
