NAND spot prices led the decline last week Shereen Vaux Order activity for semiconductor equipment slipped a degree to a frigid 43°, with memory and subcons slipping further. March results are in for the Taiwanese companies and it’s clearly still cold out there. TSMC had a YoY decline for the first

Finding meaning in Gordon Moore’s passing G. Dan Hutcheson The Chip Insider® Finding meaning in Gordon Moore’s passing: By now, I’m sure you’ve read many obituaries about his life and accomplishments. The volume of articles that exploded over the weekend after the Friday he died on March 24 was

To drum up revenue, Arm is considering whether to require OEMs to directly license the right to use Arm-based chips in their designs. However, Arm risks affecting its long-term business prospects by appearing capricious and greedy.

Nvidia disclosed more details of its Grace processor, which can combine with its Hopper GPU or run by itself in servers. Now due in 2H23, the Arm-compatible chip is more efficient than Intel’s flagship Xeon.

The Epyc 9004 embedded products, deriving from the Genoa server processor, offer 16 to 96 cores. AMD is generous with cache, DDR5 channels, and PCIe lanes, but it lacks application-specific features.

Graphcore has revealed how it hybrid bonds a deep-trench-capacitor die and AI accelerator, describing manufacturing techniques and a voltage-swing reduction. A Shmoo plot shows how adding the capacitor die can cut power or boost the clock rate.

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DRAM spot prices are continuing to fall Shereen Vaux Order activity for semiconductor equipment held at a cold 44° with memory slipping further into freezing temperatures. Geopolitical concerns are ramping up; Japan is the latest country to put restrictions on exporting certain equipment to China