Nvidia is a leader and visionary in the industry, but their stock price has ran far ahead of the business fundamentals. Their current stock price shows eerie similarities to other bubbles that came before! Banks and retail investors are over-extrapolating outsized growth.
Graphcore, a $2.8B AI startup, looks like a failure! Their hardware and software simply don't measure up. They are require twice as much 7nm silicon to…
Micron to Sell Lehi, Utah, Fab to Texas Instruments for $1.5B. This is the fab that was part of the Intel/Micron IMFT joint venture. It currently produ…
This 46,225mm^2 chip crushes AI workloads, but it's also creating breakthroughs in other #HPC fields such as computational fluid dynamics! Each of the …
Samsung Foundry 3nm Gate All Around Process Node, 3GAE, Delayed to 2024! This would arrive in a similar time frame to TSMC's denser 2nm GAA technology.…
Qualcomm is changing the game in network infrastructure hardware with their 4nm FSM200 for small cells and the 5G Distributed Unit X100 Accelerator Car…
Tenstorrent is in the news a lot for picking up Jim Keller as CTO, but their hardware and software are achieving something truly magical. The powerful …
Morgan Stanley has downgraded TSMC $TSM in a blubbering 83-page report which caused its valuation to tumble by $25 billion. This report is full of erro…
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