Research Archive
TSMC Earnings Sets Stage for Strong 2024
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)…
Galaxy S24 Samsung Unpacked: Mobile AI is Here
Today’s Galaxy Unpacked was Samsung’s first event that focused more on software and AI experiences over their new hardware. It was clear through the event that Google and Samsung’s partnership got stronger with AI, with some first and only experiences powered by Google and Google Cloud. Key Takeaways Mobile generative AI is here and hitting…
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…
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…
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…
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…