
#Technology #Thread #Semiconductor #Manufacturing #EPDT The Semiconductor EPDT Article On Warehouse-Scale Computing: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains Why Warehouse Scale Computing (WSC) Is Emerging As A Foundational Architecture Driving Modern Semiconductor Demand And Infrastructure Evolution.
Taalas etches AI model weights in ROM with big SRAM memory, claims 50X more performance at 1/50th the cost per token with 1/36th the latency of a GPU – at 1/6th the energy. https://t.co/S4eyD94p5X
As the semiconductor industry gets serious about monolithic 3D integration, indium-based oxide semiconductors are drawing more and more attention. https://t.co/TCRHH3C2p6 #semiconductor #3Dintegration @ieee_iedm #indiumoxide #BTI #IGZO
AI chip startup Taalas @taalas_inc is showing off a chip that can do 16,000 tps/user on Llama3.1-8B, many multiples of its nearest competitor. The catch? The chip ONLY runs Llama3.1-8B, and a model like DeepSeekR1-671B would need 30 separate tapeouts: https://t.co/IJuprQZqaE

chetanarvindpatil 15h #Technology #Thread #Semiconductor #Manufacturing #Ghiplet The Semiconductor Ghiplet: 1/ - The Semiconductor Computing World First Moved Towards More-Than-Moore Via Chiplets. - Now, It Is Re-Inventing Another Path Towards More-Than-Moore. - This Time With Ghiplet = G(PU) + (C)hiplet --- chetanarvindpatil 15h Author 2/ - Ghiplet Represents A Shift Towards...
I would be really nice if Ledger would make a device with a newer Secure Enclave

Can Micron do it again? $MU heading back towards record territory as memory shortages continue.
With China ramping up mature node at insane rates, where does that leave $GFS? Sell only to allies? UAE has some big aspirations here. Yes, I know, Mubadala, I was at AMD when we spun GF.