Latest Blogs and Commentary
SemiWEEK: SEMI ISS, Anne Kelleher, Moore’s Law; Stocks were mixed
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Main and Periscope Camera Trends at Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp
If you want to understand the progress of competitors and the recent situation of the market, this presentation reviews selected structural and feature highlights of Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp cameras, focusing on main & ultrawide cameras, and the periscope camera trends.
Linley Spring Processor Conference 2022
For more than a decade, The Linley Group has delivered the industry’s premier processor conferences. This year, the Linley Spring Processor Conference will return to Santa Clara on April 20-21, 2022 with a new hybrid format; if you can’t attend in person, you can tune in to our virtual livestream.
Spring orders are flitting like butterflies but 2H22 is becoming blurry
Semiconductor Equipment Weather Report
Chip demand cooling
TechInsights' Semiconductor Analytics Report
Sony Xperia 5 III uses a periscope camera with two Zoom settings
The Package channel continued building its periscope camera report database with a look inside the Sony Xperia 5 III smartphone. Notably, this is the first periscope camera TechInsights has examined that has a variable zoom; the magnification of the camera has two zoom settings.
Nvidia Orin Appears in MLPerf
The newest set of MLPerf Inference results showcase the same old vendors; almost all the data-center and edge accelerators came from Nvidia and Qualcomm. Orin was the notable newcomer.
Alchemist Turns Intel Into GPU Vendor
Intel’s new Arc products are its first significant discrete GPUs, using competitive performance and hardware ray tracing to bring new competition to laptop-PC graphics cards.
Editorial: Where’s the AI Competition?
The dominant AI-chip vendor, Nvidia has raised the bar with its new Hopper and Orin accelerators. Startups, hyperscalers, and large chip vendors try to compete with the company but keep falling short.
SEMI ISS, Anne Kelleher, Moore's Law
SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe
SemiWEEK: Inflation is the new pandemic; Stocks fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
China and Russia down
China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles Andrea Lati The Chip Insider® Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April Despite the recent
Reticle sales are expected to surge 18% in 2022
ForecastPro
Nvidia Reveals 51Tbps Ethernet Switch
Due to sample late this year, Spectrum-4 will quadruple the bandwidth of Spectrum-3 by both doubling per-lane speed to 100Gbps and doubling the number of serdes lanes to 512, yielding 51.2Tbps.
Merging Memory and Compute
Near-memory and in-memory compute are techniques for reducing computing power—especially for AI. But they mean different things to different companies. Understanding the differences is important for understanding how some AI chips work.
Nvidia Hopper Leaps Ahead
The next-generation AI architecture powers the H100 card and DGX-H100 system. The 700W flagship card triples peak performance over Ampere while adding FP8 support for more-efficient training.
Memory Components in Your Smartphones
Jeongdong Choe, TechInsight's Senior SME on Technology, compares China, Apple, and Samsung’s memory and storage components.