AI requires more Silicon capacity
Deep in the supply chain, some wizards turn sand into perfect diamond-structured crystal disks of silicon, which are necessary for the entire semiconductor supply chain.
They are part of the semiconductor supply chain, making Silicon Sand almost a thousand times more valuable.
The glimmer … 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
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
At CadenceLIVE 2024 Anirudh Devgan (President and CEO of Cadence) hosted two fireside chats, one with Jensen Huang (President and CEO of NVIDIA) and one with Cristiano Amon (President and CEO of Qualcomm). As you would expect both discussions were engaging and enlightening. What follows are my takeaways from those chats.
AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More
NVIDIA cuLitho Accelerates Semiconductor Manufacturing’s Most Compute-Intensive Workload by 40-60x, Opens Industry to New Generative AI Algorithms.
An incredible example of semiconductor industry partnerships was revealed during the Synopsys User Group (SNUG) last month. It started with a press release but there is much… Read More
Nvidia renaming to reflect AI reality
Nvidia which is now clearly seen as … Read More
In the realm of engineering simulations, the demand for faster, more accurate solutions to complex multiphysics challenges is ever-growing.
Simulation is a vital tool for engineers to design, test, and optimize complex systems and products. It helps engineers reduce costs, improve quality, and accelerate innovation. However,… Read More
After owning general purpose compute in cell phones and IoT devices, it wasn’t clear what Arm’s next act might be. Seemingly the x86 giants dominated in datacenters and auguries suggested a bloody war in smaller platforms between Arm and RISC-V. But Arm knew what they were doing all along, growing upwards into infrastructure:… Read More
The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More
