Bridging the gap between business and the worlds most important industry.
Marvell has acquired Tanzanite Silicon Solutions. We talk through the reason for this acquisition, specs of SLIC, and competitive landscape in the CXL Memory Accelerator space.
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In this article, we will discuss Ayar Labs funding, the core problem they are solving, and do a deep dive on their technology offering.
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Samsung Electronics has a culture problem that has shaken it to its core. Samsung is slipping on all aspects of technology development including the one area they have historically crushed all competitors, DRAM.
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In depth breakdown of Nvidia’s Lovelace including architecture, die size, cost, and performance.
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Tenstorrent have made some very large claims about the future of neural network model architectures, issues with edge versus datacenter, hardware performance / efficiency, and software prowess. In this article, we dive into these claims as well as their next generation hardware, Blackhole and Grendel.
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Nvidia’s software expertise has propelled them to completely dominating the markets they operate in. Intel Network and Edge Group has a successful playbook to fight back. They have come to dominate many areas of hardware with this playbook. In this post we will discuss the playbook in detail.
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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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