…In short, if you want AI chips to have dozens of chiplets in a single "super-package", Intel's approach is the way to go. EMIB has attracted significant interest from HPC…
…While speaking with shareholders , Jassy says their custom chip business is scaling to achieve $50 billion in ARR, surprisingly higher than what AMD and Intel have achieved. Related Story NVIDIA’s AI…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…SMIC Claims That Ditching Chip Orders in Light of DRAM Shortages Isn't the Wise Move For Customers DRAM has become one of the most important commodities in the AI world, given…
Apple's probable return to Intel's fabs is not a threat to TSMC, which remains the "most trustworthy AI compounder," according to a new research report from Bernstein SocGen Group. One…
…The effort will be a first step in responding to global moves to build AI capabilities amid economic security concerns. - Nikkei Asia The report states that Fujitsu will develop an NPU chip…
TSMC's chip capacity has become a real bottleneck for companies in the AI race, and a new report indicates that the 3nm node is in high demand across major segments of…
…Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure…
…In a related coverage, we discussed that the biggest bottleneck for Huawei in scaling up AI chip production is actually HBM, rather than semiconductors, given that the chip giant has relied on…
…The company's Gaudi-class AI chips are considered 'obsolete' compared to what competitors like NVIDIA/AMD offer, and regarding future products, Intel's plans remain uncertain. The firm has recently showcased…