Semiconductors

DeepSeek's R1 and AI Infrastructure Economics

Did DeepSeek and its model distillation methods crush the economics of AI training?

Jan 27 •

Broadcom's AI Infrastructure and XPU Business: Driving a Trillion-Dollar Valuation

How a strategic partnership with Google on TPUs and others on XPUs, coupled with networking, is counterbalancing NVIDIA's rise

Dec 13, 2024 •

Hyperscaler AI Custom Chips (ASIC), CPUs and Networking Initiatives

Breaking down the supply chain of hyperscaler AI custom chip development

May 14, 2024 •

ASML: The $360B EUV Lithography Equipment Giant

Highlighting the importance of ASML's EUV Lithography technology in semiconductor manufacturing and in designing AI chips

May 3, 2024 •

Synopsys and Cadence: The $160B Unsung Giants of Semiconductor Design

Discussing the role of EDA in AI infrastructure and chip design

Apr 18, 2024 •

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Astera Labs IPO: S-1 Teardown

How the newly public $10B+ semiconductor connectivity player in AI servers is changing the data center

Mar 30, 2024 •

The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age

Charting the Evolution of Computing: From Mainframes to AI Revolution and the Rise of Vector Databases

Mar 20, 2024 •

$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants

Behind the trends in the AI hardware and data center investment supercycle of the trillion dollar tech hyperscalers

Mar 7, 2024 •

"Start-up Nation": An incomplete history and profile of Israel's rise in Cybersecurity

Covering the origins of Israel's cybersecurity ecosystem, including key companies, rising stars, notable acquisitions, and key ecosystem players

Feb 21, 2024 •

The History of the GPU and Insights on the Future of AI Compute

Historical and forward looking perspectives from Raja Koduri on the future of Hardware / Software for developers

Jan 29, 2024 •

What does TSMC do?

Discussing the paramount player in the semiconductor supply chain: covering business model, founding story, customers and competitors, the role of AI…

Jan 25, 2024 •

Synopsys' $35B Bid for Ansys: A Strategic Move in AI Chip Design and Auto, Aerospace and Engineering

Adding simulation to Synopsys' EDA product portfolio for semiconductors

Jan 10, 2024 •

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