… We do not accept that today’s AI boom represents a brave new world of AI-driven semiconductor reality, given AI chips account for between 25-50 percent of the total revenue, depending on how you count it, but significantly less than 1 percent of the total unit shipments. …
… As I have said many times before, do not bet against Lip-Bu Tan! Tesla CEO Elon Musk said on Wednesday the EV maker plans to use Intel’s next-generation 14A manufacturing process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin. …
… AI and edge inference workloads are increasingly constrained by memory bandwidth and data movement efficiency rather than raw compute capability. Cache hierarchy sizing, arbitration policies, and on-chip memory allocation significantly influence achievable throughput and energy efficiency. …
… Every major consumer electronics company… AI Chip Design Moves Beyond Monolithic Silicon with Alchip 3DIC by Daniel Nenni on 05-18-2026 at 6:00 am View Forum Posts View Articles Private Message Categories: Alchip , Semiconductor Services Artificial intelligence processors are entering a new era. …
… Dan explores the growing field of physical AI with Hezi, who explains… Podcast EP341: Details of the Upcoming Microelectronics US Event with Michael Adeniya by Daniel Nenni on 04-15-2026 at 8:00 am View Forum Posts View Articles Private Message Categories: Events , IP , Semiconductor Services , Sil… …
… Semiconductor fabs are among the world’s most energy-intensive manufacturing environments, and ensuring reliable power infrastructure is increasingly important as AI-related chip production expands globally. …
… As chip designs grow in complexity, new methodologies are necessary, and AI-driven workflows offer substantial productivity gains. AI adoption in EDA is evolving from assistance to full automation. …
… Today the market is primarily investing in AI chips which must execute AI models with explosive complexity growth. It is not a surprise that emulation architectures with a performance advantage for executing these long AI workloads are today’s winners in the market. …
… IBM hails new 'block of flats' design breakthrough for ultra tiny chips reply count = 2 view count = 451 user id = 20231 username = Barnsley post date = 1782386955 sticky = 0 discussion state = visible discussion open = 1 discussion type = discussion first post id = 101144 first post reaction score… …
… It is the mix, particularly the mix between software and non-AI to the very, very rapidly growing AI semiconductor, that is just diluting gross margin.” Translation: the faster Broadcom grows its AI chip business, custom ASICs designed exclusively for individual hyperscaler customers: Google’s TPUs… …