Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

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-wk MA growth bounced up last week after slowing

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 breather, the order activity remains at elevated

ForecastPro

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.

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.

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.

Jeongdong Choe, TechInsight's Senior SME on Technology, compares China, Apple, and Samsung’s memory and storage components.

Strategy and Tactics: Inflation is the new pandemic

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.