What’s Important: DLSS 4 introduces Multi Frame Generation, exclusive to RTX 50 Series GPUs, increasing frame rates up to 8x. A new transformer-based AI model replaces the convolutional neural network, improving stability, motion clarity, and reducing ghosting. Enhanced Ray Reconstruction is compatible with all RTX GPUs, improving ray-traced lighting and reflection quality. Broad game and…

Key Takeaways: Focus on performances cores for CPU and increased memory bandwidth. Several configurations available for the M4 series chips: M4, M4 Pro, and M4 Max. CPU core count varies from 8 to 16 cores, with combinations of performance and efficiency cores, but focus on performance cores at higher end SKUs. GPU options range from…

In the rapidly evolving landscape of artificial intelligence (AI), the demand for computational power is outstripping the capabilities of traditional semiconductor architectures. This surge necessitates a paradigm shift towards special-purpose and AI-first designs, as exemplified by groundbreaking innovations like IBM’s North Pole chip and Groq’s inference chip. These architectures are not merely enhancements of the…

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…

Intel announced earnings today that despite the weak guide sets them up for a strong 2024 and the full road to recovery and leadership looks to continue to be clear. Key Takeaways Continued execution of 5 nodes in 4 years remains on track Product recovery in data center and client leads to strong product revenues…

TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wider semiconductor industry excluding memory (>10% YoY)…