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SemiAnalysis
Bridging the gap between business and the worlds most important industry.
By Dylan Patel · Hundreds of paid subscribers
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Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based…
Marvell has acquired Tanzanite Silicon Solutions. We talk through the reason for this acquisition, specs of SLIC, and competitive landscape in the CXL Memory Accelerator space.
Dylan Patel
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Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based Memory Expansion And Pooling
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Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?
In this article, we will discuss Ayar Labs funding, the core problem they are solving, and do a deep dive on their technology offering.
Dylan Patel
Apr 30
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Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia?
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Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
Samsung Electronics has a culture problem that has shaken it to its core. Samsung is slipping on all aspects of technology development including the one…
Dylan Patel
Apr 17
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Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!
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Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis
In depth breakdown of Nvidia's Lovelace including architecture, die size, cost, and performance.
Dylan Patel
Apr 16
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Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis
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Tenstorrent Blackhole, Grendel, And Buda - A Scale Out Architecture For Sparsity, Conditional Execution, And Dynamic Routing
Tenstorrent have made some very large claims about the future of neural network model architectures, issues with edge versus datacenter, hardware…
Dylan Patel
Apr 12
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Tenstorrent Blackhole, Grendel, And Buda - A Scale Out Architecture For Sparsity, Conditional Execution, And Dynamic Routing
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How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook
Nvidia’s software expertise has propelled them to completely dominating the markets they operate in. Intel Network and Edge Group has a successful…
Dylan Patel
Apr 6
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How Nvidia’s Empire Could Be Eroded - Intel Network And Edge Has The Playbook
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Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs - Nvidia Represents Up To 55% of Revenue
A long-time supplier of Nvidia has seemingly been cut out of the supply chain for Nvidia’s next generation GPU. Nvidia unveiled the next generation…
Dylan Patel
Mar 23
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Short Report: Nvidia Supplier Cut Out Of Next Generation Hopper GPUs - Nvidia Represents Up To 55% of Revenue
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As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones
Terrifying Implications For The Semiconductor Industry
Dylan Patel
Mar 14
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As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones
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