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The History And Timeline Of Flash Memory
Some highlights are when foundational technology was created versus when it was commercialized. It’s amazing how quickly certain technologies took off…
Dylan Patel
Aug 5
18
3
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The History And Timeline Of Flash Memory
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Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More
Video encoding ASICs are critical to ad-tech, cloud gaming, video conferencing, and VDI
Dylan Patel
Aug 4
4
4
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Meet NETINT: The Startup Selling Datacenter VPUs To ByteDance, Baidu, Tencent, Alibaba, And More
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Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends
First Net Loss In Over 30 Years, Cutting Fab Buildouts, But “Committed To Growing The Dividend”
Dylan Patel
Jul 29
49
24
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Intel Cuts Fab Buildout by $4B To Pay Billions In Dividends
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Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capex
Lowers inspection and metrology spend with higher yields, demonstrated in high volume fabs
Dylan Patel
Jul 28
11
3
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Lynceus: Inline, Real-time, AI Based Process Control Monitoring That Can Reduce Inspection & Metrology Capex
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The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation
As the semiconductor design renaissance flourishes, fixed costs and risk soar. Semiconductors will march forward, but how many dead bodies will litter…
Dylan Patel
Jul 24
26
16
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The Dark Side Of The Semiconductor Design Renaissance – Fixed Costs Soaring Due To Photomask Sets, Verification, and Validation
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China’s SMIC Is Shipping 7nm Foundry ASICs
The Most Advanced Foundry In The World After TSMC And Samsung
Dylan Patel
Jul 20
32
39
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China’s SMIC Is Shipping 7nm Foundry ASICs
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DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing
Unique and differentiated company culture for an exceptional semicap firm
Dylan Patel
Jul 19
12
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DISCO Corporation, The World Leader In Semiconductor Capital Equipment For Cutting, Grinding, Polishing
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Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
The US will continue to lose semiconductors, not only in chip manufacturing, but also in the expertise related to tool production. Furthermore, rather…
Dylan Patel
Jul 18
19
8
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Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
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ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel
Intel Buying Chinese Developed and Manufactured Tool Despite Alternative Suppliers And US Subsidies
Dylan Patel
Jul 18
19
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ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel
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CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
Microsoft's first generation memory pooling with CXL can significantly reduce the amount of DRAM needed for servers. Up to 25% of DRAM is stranded, and…
Dylan Patel
Jul 7
14
6
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CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
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Nvidia In The Hot Seat?
Intel Habana, Graphcore, Google TPU, and Nvidia A100 Compared In AI Training
Dylan Patel
Jun 29
20
16
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Nvidia In The Hot Seat?
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Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM
2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom
Dylan Patel
Jun 27
6
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Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM
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