Ada Lovelace GPUs Shows How Desperate Nvidia Is – AMD RDNA 3 Cost Comparison – Nvidia’s first cost disadvantage versus AMD in a decade
Nvidia’s first cost disadvantage versus AMD in a decade
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SiFive Powers Google TPU, NASA, Tenstorrent, Renesas, Microchip, And More
SiFive has a portfolio of CPU core IP that has had solid traction in edge, IoT, and AI Chips with
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Meta Discusses AI Hardware and Co-packaged Optics – Nvidia Is Playing A Different Ball Game
Nvidia Is Playing A Different Ball Game
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Is mmWave Adoption Stagnating? Qualcomm’s $6B Opportunity Update, $QCOM EPS Estimates – iPhone 14, Jio, Samsung, and Meta Updates
iPhone 14, Jio, Samsung, and Meta Updates
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How Onto Innovation Is Gaining Market Share From KLA – $ONTO $KLA
Gate All Around, 3D NAND, and 3D DRAM Metrology And Inspection
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Astera Labs Is First To CXL Memory Pooling Silicon – Beating Marvell, Rambus, Microchip, and Montage Technologies | Feature and Time To Market Advantage
Astera Labs Leo has a feature and time-to-market advantage.
Read moreAustria’s Silent Monopolies On Advanced Semiconductor Manufacturing – EV Group and IMS Nanofabrication
All advanced logic, DRAM, NAND, and CMOS image sensor fabrication is dependent on Austria
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Beyond Advanced Packaging: Lightmatter Passage Chiplets Co-Packaged On Optical Interposer
But will products utilize this in volume?
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How Intel Was Designed Into The Majority Of Next Generation 51.2T Ethernet Switch Platforms – Broadcom Tomahawk 5, Cisco Silicon One, Nvidia Spectrum-4, Marvell Teralynx 9, Intel Tofino 4
Broadcom Tomahawk 5, Cisco Silicon One, Nvidia Spectrum-4, Marvell Teralynx 9, Intel Tofino 4
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CXL Deep Dive – Future of Composable Server Architecture and Heterogeneous Compute, Products From 20 Firms, Overview of 3.0 Standard
Future CXL Products From 20 Firms Reviewed
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