TSMC's Gift to the Industry

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.
22Sep

Whitepaper - Software is Critical to Edge-AI Deployment

This white paper describes the importance of a flexible and robust software stack to edge-AI deployment. Processor vendors and intellectual-property licensers often tout the theoretical performance of their designs, but the neural-network compiler, run-time engine, and scheduler are just as critical to realizing that potential in production systems. The Linley Group prepared this paper, which EdgeCortix sponsored, but the opinions and analysis are those of the author.
10Sep

Europe's Semiconductor Share Loss and Most Advanced Memory Maker

This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about: Has Europe really lost so much share of semiconductor manufacturing, going from 44% in 1990 to 9% in 2020?, Semiconductor forecast of 26% for ICs and current market status, the DRAM disconnect of spot prices and contract prices and Memory.
09Sep

Fitbit Luxe Teardown

Will the Fitbit Charge 5 Outshine the Fitbit Luxe? Stacy Wegner September 9, 2021 We don’t know, and we do not comment on whether one device is better than its previous generation. What we do, is look at and compare generations of devices. And while we wait for our pre-order of our Fitbit Charge 5
09Sep

Disruptive Technology: TSMC 22ULL eMRAM

TSMC 22ULL eMRAM Die removed from Ambiq™ Apollo4 Another Disruptive Technology on Embedded Memory! Another disruptive product on embedded Memory (eMemory) has been arrived and quickly reviewed! TSMC has successfully developed and commercialized 22 nm eMRAM products with STT-MRAM technology and
26Aug

AMD's Chiplet Roadmap - the Nvidia-Arm Deal - Forecast

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about. What is AMD doing next with chiplets? UK pumps the brakes on the Nvidia-Arm deal. What’s up at Intel and new processor segmentation? What’s driving continued growth in semiconductor equipment?
25Aug