Foundries

2 stories

Stories

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table.
SemiAnalysisSep 8, 202524 min read
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More
Long time readers will recall that SemiAnalysis covers more than just datacenters and AMD. Today we’re back to semiconductors with a tech-focused roundup of the best from this year’s VLSI conference, the premiere design and integration.
SemiAnalysisJul 21, 202514 min read

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