Rather than chasing Moore’s Law while ignoring all cost scaling, GlobalFoundries is pushing the bleeding edge of manufacturing in silicon photonics, usage of materials such as SiN and GaN for communications, 3D heterogenous integration, and FD-SOIRead more
Qualcomm has hit a home run with the Cloud AI 100 because they truly understand the hardware and software co-design required in the AI space.
According to SemiAnalysis, this combo has landed Qualcomm a Super 7 Hyperscaler win in addition to a myriad of wins in the edge market.
Intel is struggling against TSMC, AMD, Apple, Nvidia, Amazon, etc.
They have a potential ace which would allow them to remain at the heart of datacenter and force industry dependency.
Co-packaged silicon photonics is Intel’s Trojan Horse into the foundry business!
Google’s New Custom Argos Silicon Replaces 10 Million Intel CPUs! The Argos VPU allows them to enable VP9 across all of their services. In the process of building this chip, Google even created their own EDA tool called Taffel!Read more
Nvidia has beat earnings expectations yet again on the backs of datacenter and gaming lines. They crushed investors expectations with healthy growth in every sector, but a deeper look reveals some potential concerns.Read more
SemiAnalysis total phone sales projections for the year have dropped by roughly 50 million units! Not everything is peachy keen in the year 2021, for the darling semiconductor industry.Read more
SemiAnalysis has been clamoring about $KLIC for months on Twitter and backchannels, but recently extremely bullish news has been comeRead more
Achronix, a high end FPGA provider is going public via SPAC. They are the only independent company with offerings onRead more
This post was based on the assumption that XCC would be 42C. It is now revealed to be 40C. TheRead more
Despite TSMC’s claims of a 1.35x shrink on SRAM, Apple’s system cache has only shrunk 1.22x. This has far reaching implications for the industry.
Designers cannot use increased LLC sizes as a crutch forever given N5’s 1.35x SRAM shrink and N3’s paltry 1.2x.