Featured

Accelerating Chiplet Innovation with a New Partner Ecosystem

The semiconductor industry is currently undergoing a massive shift. As we push the…

Mick Posner
• 4 min read
IP , featured , chiplets , physical ai , OCP FCSA

The Memory Imperative for Next-Generation AI Accelerator SoCs

The tremendous growth in large language model (LLM) size corresponds with an equally…

Subash Peddu
• 4 min read
featured , HBM , SoC , AI

Scale-Up and Scale-Out IP for Optical Interconnect for Accelerated Computing

Optical connectivity is foundational to modern data centers, enabling high-bandwidth…

HW202512191014
• 4 min read
featured , AI data center , AI factory , Data Center architecture
SoC and IP
Latest blogs

Taiwan: From Death by DRAMs to Finding Foundry Success

Vanguard International Semiconductor, Once a DRAM failure, is Now a Successful Junior…

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Taiwan DRAM Makers...Trapped by Their Culture?

Can Taiwanese DRAM Makers Decide What to do Next...in Time? We recently saw…

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Cross Currents in Memory Market Signal Changes Ahead

No one can say with any certainty, but... Recent improvements in DRAM and NAND…

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Early Returns on 1Q09 Financials

Memory Companies Suffer More in 1Q09, but Future Looks Better...or so they say: …

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Industry Downturn Perspectives..Forward and Backward

Recent Results Signal Better Times Ahead; How Much Better?...Little Consensus,…

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DRAMs: Historically, how bad is this downturn?

DRAMs: Another look at how bad it is: Last week, we (finally) published our summary…

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Company Financials for 4Q08. Not Good

Memory Makers lose $8.8B in 4Q2008, to bring annual losses to $20B: Memory companies…

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Taiwan Memory Company (TMC), Part III

"EDIT: I have corrected Etron's 2007 P& L entry to show a net profit of 39M instead…

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Denali MemCon 2009 Website Launched

Denali MemCon Silicon Valley Coming June 22-25; Register now! Denali has just…

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Memory's Recession: Actions and Realities

Now is the Winter of our Discontent: Five months into a memory industry recession…

• 7 min read

Web Survey: LP DDR and DDR3 DRAMs

LP DRAMs and PC DDR3 DRAMs: Vendors’ Portfolios Fill out Slowly (LP) and Rapidly…

• 3 min read

Taiwan Mixing it up with DRAMs, Part II..Acceptance?

Mirrors Worldwide Government's Increasing Role in Business and the Economy; “Cash…

• 4 min read

Low Latency DRAMs Continue to Serve Networking Niches

Low Latency DRAMs (LL DRAMs), Survive to Serve an Important Market Niche: Last…

• 4 min read

DRAM Market Problems Escape All Solutions So Far

DRAM Market Solution? You Won’t Find It Here!: If you are reading here, expecting…

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SLC Price Premium and Profit Potential Persists

SLC NAND is More Profitable than MLC, Though Market is Quite Limited : Digitimes…

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