Temperatures are cooling amid rising uncertainty

Temperatures are cooling amid rising uncertainty Andrea Lati Order activity for semiconductor equipment slipped to 82 degrees The weakness in Memory and Subcon/Adv. Packaging continued to weigh on the overall activity The memory market is now in the midst of a downturn due to a significant supply
06Sep

Biren GPGPU Aims for the Clouds

In the data-center accelerator race, the three-year-old startup has burst from the gate with a chiplet-based design that aims to compete with Nvidia for general-purpose-GPU (GPGPU) cloud computing.
06Sep

Intel PC Processors Move to Chiplets

Meteor Lake will introduce a multidie arrangement using Intel’s silicon-substrate and advanced packaging technologies. This chiplet approach will appear across all PC price tiers beginning late next year.
06Sep

Gelsinger’s Systems Foundry Business Model

Gelsinger’s Systems Foundry Business Model G. Dan Hutcheson The Chip Insider® Gelsinger’s Systems Foundry Business Model: The Foundry/IDM model is dead. Long live the Foundry model. In the beginning, there was the IDM model. The world didn’t call it that at the time because there was no foundry
02Sep

All eyes are focused on 2023

All eyes are focused on 2023 Andrea Lati Order activity for semiconductor equipment continued to cool off, dropping by half a point to 83 degrees SOC Mobile, SOC Compute, and DAO are keeping the overall order activity in positive territory More than offsetting the weakness in Memory, SOC Consumer
29Aug