Latest Blogs and Commentary
Alchemist Turns Intel Into GPU Vendor
Intel’s new Arc products are its first significant discrete GPUs, using competitive performance and hardware ray tracing to bring new competition to laptop-PC graphics cards.
Editorial: Where’s the AI Competition?
The dominant AI-chip vendor, Nvidia has raised the bar with its new Hopper and Orin accelerators. Startups, hyperscalers, and large chip vendors try to compete with the company but keep falling short.
SEMI ISS, Anne Kelleher, Moore's Law
SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe
SemiWEEK: Inflation is the new pandemic; Stocks fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
China and Russia down
China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles Andrea Lati The Chip Insider® Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April Despite the recent
Reticle sales are expected to surge 18% in 2022
ForecastPro
Nvidia Reveals 51Tbps Ethernet Switch
Due to sample late this year, Spectrum-4 will quadruple the bandwidth of Spectrum-3 by both doubling per-lane speed to 100Gbps and doubling the number of serdes lanes to 512, yielding 51.2Tbps.
Merging Memory and Compute
Near-memory and in-memory compute are techniques for reducing computing power—especially for AI. But they mean different things to different companies. Understanding the differences is important for understanding how some AI chips work.
Nvidia Hopper Leaps Ahead
The next-generation AI architecture powers the H100 card and DGX-H100 system. The 700W flagship card triples peak performance over Ampere while adding FP8 support for more-efficient training.
Memory Components in Your Smartphones
Jeongdong Choe, TechInsight's Senior SME on Technology, compares China, Apple, and Samsung’s memory and storage components.
Inflation Is the New Pandemic
Strategy and Tactics: Inflation is the new pandemic
SemiWEEK: Why Governments Became So Concerned About Semiconductor Self-Sufficiency; Stocks Plunged
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
TechInsights partners with Cipher
TechInsights partners with Cipher to harness ML to leverage patent intelligence to reveal insight about the future direction of the Semiconductor industry
DRAM Sales on Track to Hit $111B in '22
TechInsights' Semiconductor Analytics report
All Eyes Are Focused on the Supply Chain
Semiconductor Equipment Weather Report
Linley Spring Processor Conference Features the Latest Breakthroughs in AI Silicon and Applications
TechInsights’ Linley Processor Conference – the industry’s premier technical event for microprocessors – returns this year, beginning this month with a must-see lineup of presentations revolving around the future of artificial intelligence.
Agilex Dials M for Memory
Intel announced its first Agilex to copackage DRAM, sporting a pair of HBM2e stacks that deliver up to 32GB. It’s also using the Intel 7 process to further cut power dissipation.