Bridging the gap between business and the worlds most important industry.
This article was originally published on March 23rd via the SemiAnalysis newsletter. A long-time supplier of Nvidia has seemingly been
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The economic benefit of shrinking semiconductors has ground to a halt and Apple is going to use the same process node for the 3rd year in a row. This unprecedented slowdown in scaling has terrifying implications for the semiconductor industry.
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They have numerous wins at Nvidia, Broadcom, Marvell, Cisco, Macom, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, And Xanadu. In addition they are deeply integrated with the PDK and simulation toolchain with partnerships with Ansys, Cadence, and Synopsys.
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Deep dive on Graphcore’s Bow AI accelerator and wafer-on-wafer hybrid bonding technology including the purpose, advantages, cost, process flow, and whose semiconductor manufacturing tools are utilized
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The hack contains sensitive info on future GPU configurations, source code for software, tester, simulation, and Verilog code.
This could be the most significant act of corporate espionage in a generation.
