Each New Accelerator Builds on the Previous
The accelerator accelerator accelerator CPUs are the OG GPUs accelerate CPUs TPUs accelerate GPUs (Tensor cores) LPUs accelerate TPUs Maybe something simpler could work
Ajinomoto: Undervalued Monopoly Powering AI Chip Infrastructure
In February, activist fund Palliser Capital took a stake in Japanese toilet maker Toto and pushed it to expand a ceramics line used in semiconductors. Palliser is back. Says Japanese MSG maker Ajinomoto is “most undermonetized AI infrastructure monopoly” because: ▫️in...
TSMC's Customer Base to Quadruple High‑Revenue Clients by 2027
Doing some customer modeling on TSMC and this stat stands out: In 2023, TSMC had one customer (Apple) above $10 billion in annual revenue. By 2027E, it is projected to have four, including Apple, all above $20 billion.
Nvidia RTX Neural Texture Compression Cuts VRAM Usage 80%
Benchmarking Nvidia's RTX Neural Texture Compression tech that can reduce VRAM usage by over 80% https://t.co/g7y9WEKj05
RAM Crisis Persists; TurboQuant Won’t Rescue It
Where are we now with the RAM crisis? It's still bleak, despite some positive glimmers of late — and I wouldn't rely on TurboQuant to save the day. https://t.co/OKQYnluz0o
Semiconductor Market Poised to Reach $2 T by 2030
As insane as it sounds (and again driven by ASP) it may hit $2T by 2030.
Transistor and Memory Costs Are Rising Astronomically
When I say the cost to make transistors ($ per billion) has gone up.. I mean its gone UP.... Memory is even more insane, cost per gb is 🤯
Figure and Hark Deploy Full NVIDIA B200 Data Center
Figure and Hark just took an entire data center of NVIDIA B200s - every rack in the building Figure will be using these to predict physics and Hark will train next generation multi-modal models https://t.co/01qVoTXLlx
IPhone 18 Pro Gets Samsung Isocell Camera Sensors
iPhone, made by Samsung iPhone 18 Pro series will apparently have Samsung Isocell camera sensors for the first time. Another component alongside the display and memory that will be made by Samsung
Memory Insights and Skippable Tim
Whole video pod of @T_h_e_Circuit and the points I made earlier in the week on memory, we discuss in the chapter timelines you can skip to.
Tech Investing Is Essentially a Bet on TSMC
TSMC controls ~72% of the global chip foundry market. That means most of the world’s advanced chips run through one company. Apple. Nvidia. AMD. AI. When you invest in tech… you’re indirectly betting on TSMC.
Nvidia's RISC Push Signals Real Momentum for SiFive
$NVDA leaning further into RISC is what I would call real signal. Also, @GavinSBaker leading the round reflects well. SiFive is cooking. Definitely one to keep an eye on. 🚀
Semiconductor Weekly: Intel
Latest: Intel teams up; GPU rowhammer attack; faster verification; Samsung’s new packaging site; China poaches Taiwan talent; thinnest GaN chiplet; AFM-IR; new edge design; BMW hydrogen; TSMC, Samsung $; silent data corruption.. https://t.co/Q1qG4B7mAP #semiconductor #GaN #edge
RAM Shortage Improves, but Temper Expectations.
We're seeing more positive signs that the RAM crisis is easing somewhat, but be careful not to raise your expectations too high. https://t.co/zRE6BX3OHI
Apple Boosts TSMC SoIC Capacity for AI Servers
Morgan Stanly on Apple custom ASIC for cloud/hybrid compute (chip code-named Balta): "Apple is materially ramping SoIC capacity at TSMC, pointing to a major push in Apple silicon for AI servers. TSMC (covered by Charlie Chan) is expanding its SoIC (System...
AI Chip War Sparks Investor Risks in US-China Trade
AI Chips Are A Looming Battlefield In U.S.-China Trade. What Investors Should Know. https://t.co/FcrSZnqDwz $TSMC $AMSL $INTC $MU $NVDA $TSLA
Podcast Reveals Our Candid Thoughts on Top AI Startups
https://t.co/jf50aClz4V Remember those AI companies @Sallywf and I presented on Monday? Well here's our mental download podcast on what we *actually* think. Featuring @GroqInc, @Etched, Neuchips, @SambaNovaAI, @taalas_inc, and @positron_ai. https://t.co/cSbCvDhKln
Two AI Compute Leaders Deliver Strong Q1, Await CASCI Data
Two companies Two revenue reports. Two major players in AI compute Two ends of the supply chain — upstream & downstream Two incredibly strong 1Q results. But there’s more to see Watch for CASCI data on Monday. At https://t.co/oyOrkAZffd https://t.co/FADUmUCAYh
Chinese AI Firm Reveals $92M Nvidia Servers, No Longer
China AI Firm Discloses $92 Million of Banned Nvidia Chip Servers to Beijing Small numbers, and no longer "banned"..... https://t.co/Z0lwcvOKem
US and Silicon Valley Racing Against Taiwan Crisis
The U.S. and Silicon Valley may be running out of time to deal with Taiwan https://t.co/wOwL9qPmFF via @FastCompany Just in case you needed one more scenario to worry about this weekend.😳
Intel Remains the Sole US Alternative to TSMC
@LipBuTan1 brought Intel back to former glory. In reality, it is the only alternative to TSMC on the ground in the US https://t.co/XIwPsNxGo3
Chiplet Architectures May Overcome Miniaturization Limits
Are Chiplet Architectures a Real Answer to Chip Miniaturization Limits? by @antgrasso #EmergingTech #Innovation #Tech #Technology https://t.co/piyQQEWYq6
Big Tech Will Soon Design Its Own Chips
File this under Pat’s Law Of Always: Every large tech company will consider designing its own chips.
Anthropic Builds Custom AI Chips to Ease Shortage
JUST IN: Anthropic is developing its own AI chips to combat the escalating shortage fueling their advanced systems.
AWS's Trainium Powers Anthropic, Sparks Amazon Gemini Moment
$AMZN is about to have its $GOOG Gemini moment. AWS CEO : “All Anthropic models out today were trained on Trainium.” Anthropic Mythos was most likely trained on Trainium. Trainium chips are sold out
Mythos Launches Blackwell AI, GPUs Promise 2‑3×
Get ready for the acceleration 🚀 Mythos is JUST the first Blackwell class AI Vera Rubin GPUs land in months → 2-3x better models by December. Feynman in 2028 → another 2-3x leap. Mythos 10T → 100T–500T+ class by end-2028
Google Partners with Intel for SmartNIC‑powered Datacenters
Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs https://t.co/NWjnTCSr9z https://t.co/IGYOky9NxI
AI Compute Shortage Far Worse Than Expected
I was not emphatic enough about just how short we are of compute, memory, energy, etc. The demand curve for AI has been greatly understated. And the estimates aren’t bullish enough. Watch. 👀 We do not have even close to enough to...
Amazon Graviton Surges; CPU Bottleneck Drives ARM AGI Push
$AMZN Graviton is soaring. As we've said, the CPU is the next great bottleneck. $ARM is on to something its AGI CPU.
Nvidia N
Alleged images of the long-awaited Nvidia N1/N1X SoC surface on laptop motherboard — board features 128 GB of LPDDR5X memory alongside 8+6+2 phase VRM https://t.co/fFeae7JJ8r
Accelerator Mismatch Turns Datacenters Into
Historically this doesn’t work In chips we call it dead silicon Predicting dead datacenter Ratioing accelerators to the main computer is fragile Models change, size changes and you have a brick Possibly $$$
Liquid Cooling Unlocks AI-Scale Compute Capacity
Part 2 of the future of the datacenter series. 800 vDC + liquid cooling becomes a co-design situation with compute infra decisions. The key is the compute capacity it unlocks. Liquid Cooling: The Thermal Prerequisite for AI Infrastructure...
CPU Designs Race Ahead, yet Trail AI Breakthroughs
Processor architectures are evolving faster than ever, but they still lag the pace of AI development https://t.co/KPtUjyF6PQ #processors #CPU @Arm #AgenticAI @Synopsys @unisouthampton @arteris_noc @quadric_io #NPU @Keysight @Cadence @AlphaDesignAI https://t.co/3Nu81L1qgc
Rising Memory Costs Threaten AI ROI and Market Confidence
While we talk about memory prices 📈, and while that is true (great for memory names), I am worried about what this does to capex costs and in return on AI $$. If the cost to serve AI goes...
Tenstorrent Launches $9,999 AI Workstation with 384 GB RAM
New Tenstorrent AI workstations are expected to cost US $9,999, with 384 GB of memory, designed to run cutting-edge AI models at your desk. @Nvidia has released its own AI workstation with 748 GB. https://spectrum.ieee.org/ai-workstation-looks-like-pcs
Eliminate Davis‑Bacon to Unblock the CHIPS Act
Great detailed piece on how Davis-Bacon was a problem for the CHIPS Act, as some of us predicted it would be. But the obvious answer is to get rid of Davis-Bacon entirely, which is not the recommendation for some reason....
Amazon and Nvidia Share Israeli AI Chip Roots
For those of you blown away by $AMZN announcement on Trainium4 and $NVDA growth, they have something important in common…🇮🇱🇮🇱
Intel Missed Chance by Denying Gelsinger's Foundry Investment
Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
Intel and Google Team up for Next‑gen AI Cloud Infrastructure
INTEL $INTC AND GOOGLE $GOOGL PARTNERSHIP Intel and Google just announced a multiyear collaboration to "advance the next generation of AI and cloud infrastructure"
TSMC and Top Memory Makers Set Prices, Customers Agree
TSMC, and the three memory names right now, are the primary beneficiaries of a name your price market dynamic. Meaning they can literally name their price and customers will pay it.
AI Will Fuel Bull Market Despite GPU Scarcity
"As the Iran War has ebbed and flowed, GPU availability for B200s has collapsed to zero...H100s close behind. Whatever happens with the war, the AI complex is likely to lead any true sustainable bull market" -Warren Pies, 3Fourteen Research
US Forces Allies to Adopt Stricter China Chip Bans
So, after a war in Iran, threats to leave NATO, and zero focus on Asia, what position is Washington in to demand this of Japan or the Netherlands? Washington pushes allies to match tougher China chip curbs under new bill New US...
Amazon Nova 2 Still Lags Behind Sonnet 4.5
So what's the deal with Amazon Nova? They released Nova 2 in December, and even then, the top flight Nova 2 model trailed Sonnet 4.5. And it still hasn't left preview.
AI Turns Power Grid Into Semiconductor Bottleneck
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI Infrastructure Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging Electricity Demand. -...
Chinese Memory Makers Gain Share with Cheaper, Higher‑capacity Chips
Chinese memory giants seen grabbing market share on lower prices, more capacity Leading Chinese memory producers Yangtze Memory Technologies Co (YMTC) and ChangXin Memory Technologies (CXMT) are working on boosting capacity this year. https://t.co/erh2vmYWgO
Alibaba Deploys 10,000-Node AI Cluster with Zhenwu Chips
As AI race with US intensifies, Alibaba launches 10,000-card computing cluster powered by the Zhenwu AI chips developed by its T-Head semiconductor design arm. https://t.co/XHmAX5hhjW
US Chip Curbs Threaten Supply Chain, Timeline Unrealistic
Proposed US chip curbs on China risk deeper supply chain disruption ...whether the proposed 150-day timeline was sufficient to achieve meaningful policy coordination remained uncertain.... Clearly not feasible. It has been nearly 4 years already... https://t.co/RLwyFRVVUe
RMBS Spotlight: Labs’ IP Accelerates Memory Industry
I heard people may be starting to look into $RMBS. I published (in February) an interview with their SR Fellow of Labs on how the memory industry is being pushed forward with their IP. Hope it helps. https://t.co/nrz9hxwGHR
Researching for DiligenceStack Pushes Me Into New Tech
I like how writing @DiligenceStack forces me to go do research I wouldn't normally have to do on the client side. But it's making me go from from the weeds of semis and now to the soil. All of...
Meta's MTIA AI Compute Engine Roadmap Unveiled
I finally had time to circle back to the Meta MTIA AI compute engine roadmap. $META $NVDA $GOOG $AMD https://t.co/0K4g5DFB3P