Research Archive

February 23, 2024 / Ben Bajarin

Intel IFS Connect: Positioning Intel Foundry for the AI Systems Era

Intel hosted an event, which was essentially the Intel Foundry coming out party.  It is a historic event and a critical part of the puzzle for the Intel turnaround story. Key Takeaways Intel Foundry Looks best positioned for “systems” manufacturing which encompasses chipsets/advanced packaging Microsoft announced as a customer for 18A along with $15B lifetime…

December 15, 2023 / Ben Bajarin

Intel AI Everywhere: Architectural Leaps Set the New Foundation

Intel’s AI Everywhere event showcased the formal launch of Intel Core Ultra and their next-generation server CPU.  The event highlighted a turning point for Intel regarding product architecture and manufacturing.   Key Takeaways Intel emphasized its scale as one of the key reasons it will play a significant role in bringing AI to the edge…

December 11, 2023 / Ben Bajarin

Lattice Developer Event: Continuing to Lead in Low-Power FPGA Performance

At Lattice’s first developer event, the company continues to exercise its lead in mid to low range FPGAs with continued emphasis on low-power FPGA performance. Lattice Semiconductor estimates the amount of FPGAs to be deployed over the next 10 years to ~10B and their latest developer conference demonstrated how the company is well positioned to…

December 7, 2023 / Ben Bajarin

AMD Advancing AI Event: All Eyes on MI300X

Yesterday, AMD held an event launching a range of new products focused on AI as the event was themed Advancing AI. Key Takeaways increased its AI Accelerator TAM outlook to $400B+ in 2027 (up from $150B) driven by a faster pace of AI infrastructure buildout MI300X Official Launch with detailed specs and customer testimonials Advancements…

November 28, 2023 / Ben Bajarin

AWS re:Invent – Custom Silicon Continues to Mature

At Amazon’s yearly event, highlighting all the ways AWS is continuing to innovate around cloud platforms and infrastructure, they unveiled updates to two key parts of their custom silicon stack. Graviton 4 and Tranium 2. Key Takeaways On it’s fourth generation, Graviton continues to offer increased value in performance and price efficiency Graviton 4 moves…

November 20, 2023 / Ben Bajarin

Microsoft the Now AI Powerhouse

With the news that Microsoft has hired Sam Altman and Greg Brockman, after the absolute debacle that has been Open AI over the past few days, Microsoft has now emerged as the most powerful force in AI.   Key Takeaways Microsoft is now in position to not be depending on an outside source for a…

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