…AGF argues that integrating SRAM as a monolithic die may not be the right move for Feynman GPUs, considering that SRAM scaling is limited, and building it on advanced nodes would result…
…primarily by lower-power custom AI chips. However, investment bank JPMorgan believes that, unlike The Information's claims, the partnership between Intel and Google is limited to packaging instead of chip fabrication…
…PCs, Game Consoles, Workstations, AI-RAN base stations, robotics, and automotive (essentially devices for agentic and physical AI but with a focus towards the client). Previously, NVIDIA had Gaming (GeForce GPUs & Console…
…has been entirely banned in China for AI workloads. The US Government banned them because Blackwell was a bit too cutting-edge, even limiting sales of the gamer-oriented RTX 5090 and…
As multiple reports claim that Intel is aggressively marketing its EMIB-T packaging technology to AI chip designers in order to shape itself as an alternative to TSMC's CoWoS packaging technology…
…isn't just limited to memory. The Korean media outlet Chosun Biz reports that the Korean giant has kept the conditions for producing some of AMD's "advanced" AI chips at Samsung…
…Apple had gone on to note that Mac-related supply constraints were not due to a shortage of memory resources but rather because of the limited availability of advanced nodes at TSMC…
…Until now, limited options existed for professionals who prioritized platforms capable of delivering high inference performance without compromising data privacy or incurring heavy subscription costs tied to proprietary AI models, but required…
…On the foundry side, increasing EUV tool uptime and utilization can increase output, but only to a certain limit. With only a limited number of machines made each year - and foundries scrambling…
…By sticking to older DUV equipment, SMIC continues to be limited to the 7nm process, but looking at how Richard is viewing the sub-markets as an opportunity, perhaps the manufacturer’s…