Semiconductors Social Media and Updates
Semiconductors Social Media and Updates
Semiconductors Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
I remember so many people thinking I was nuts to suggest that years ago that XPUs would be successful and that it would be a GPU-only world.
Pat’s Law of Something: All major vendors and suppliers are always in talks and testing. I do think this will move forward, though. Packaging is an easier commitment than wafers as it doesn’t force a redesign. Not easy but just...
Working on building a new cost per transistor model with updated economics since it's been a few years since I have seen one. So many more dynamics are needed than the ones from a few years ago, pre AI...
People are using AI to break CUDA’s moat. Given any pytorch model, it profiles it, ranks bottlenecks by amdahl's law, writes triton or CUDA C++ replacements, and runs 300+ experiments overnight with no human in the loop. - 5.29x over pytorch eager...
#Technology #Newsletter #Semiconductor #Manufacturing #Product NLOG-298 | Semiconductor And Beyond Newsletter | The Semiconductor Product Types: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-298/
Drew Baglino: "Medium voltage is the next frontier." "The latest SiC devices are more than a better switch. They are the foundation for solid-state transformers, or SSTs." #alwaysbecharging ⚡️⚡️⚡️ https://t.co/6ck5EnX9Sb
#Technology #Blog #Semiconductor #Manufacturing #System BLOG-321 | The Semiconductor Shift From Silicon To System: https://www.chetanpatil.in/the-semiconductor-shift-from-silicon-to-system/
The memory point is not the only interesting comment here, but we have had a range of supply chain chats on memory, and I don't think the market fully grasps what's coming. We are stacking constraints at this point. This...
Not just Apple making it hard on competition via supply chain power, but NVIDIA and Broadcom also. I outlined all this in my Master of the Supply Chain report. https://t.co/9ZCdGgQZVs
New report in the @DiligenceStack. Memory market update and sharing the framework for our tracking model of the cycle's durability. The Next Debate in Memory Is Duration, Not Demand https://t.co/gB1OsgGpBW
Good discussion here on copper/optical with @mediatek. They are pushing the limits with NPC (near package copper) and CPC (co-packaged copper) at 400G per lane, with distinct efficiencies in those solutions. But past that, most likely optical NPO/CPO.
Being flexible, customer friendly, and willing to work with as little or as much customer owned IP the customer wants is an approach @mediatek does seem well positioned for. If you believe customer owned tooling becomes a thing. They seem competitive....
This may be the money slide for @mediatek on custom XPU solutions. One area I do believe they have a distinct advantage is their privileged relationship with TSMC. https://t.co/2dIFSrVRMz
The XPU is one part of what is now becoming a custom solutions approach (not just the compute ASIC) but @mediatek showing what they have been investing in across the custom solution stack. Hadn’t seen many of these details before....
In a supply chain world of constraints having a diverse supply chain and key partners gives customers higher confidence in execution. @mediatek showing that depth as an advantage for their datacenter efforts. https://t.co/OMAXc4kkPE
