SemiAnalysis | Dylan Patel | Substack

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.

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In this article, we will discuss Ayar Labs funding, the core problem they are solving, and do a deep dive on their technology offering.

Apr 30

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…

Apr 17

In depth breakdown of Nvidia's Lovelace including architecture, die size, cost, and performance.

Apr 16

Tenstorrent have made some very large claims about the future of neural network model architectures, issues with edge versus datacenter, hardware…

Apr 12

Nvidia’s software expertise has propelled them to completely dominating the markets they operate in. Intel Network and Edge Group has a successful…

Apr 6

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…

Mar 23

Terrifying Implications For The Semiconductor Industry

Mar 14

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