Taiwan Semi surges on AI demand that is ‘insane’ Taiwan Semi’s chief, C.C. Wei, said just the revenue from AI server chips alone is going to make up a “mid-teens” percentage of the company’s sales this year, as the demand for AI processing is “insane.” https://
thetechnologyletter.com/the-posts/taiw
an-semi-surges-on-ai-demand-that-is-insane
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@tiernanraytech
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Taiwan Semi Surges on Insane AI Server Chip Demand
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ASML CEO: Semiconductor Market Depends on AI Chip Demand
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Wall Street’s Best Ideas: Chips would be ‘sad’ without AI, says ASML CEO Were it not for still-raging artificial intelligence chip demand, the semiconductor market would be really “sad,” says ASML’s CEO, recently public chip software maker Silvaco collapses under its own China
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Synopsys CEO Discusses Chiplet Strategy and EDA Business Implications
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I had a most interesting conversation a week ago in New York with Synopsys CEO Sassine Ghazi, with profound implications for the chip business, and the EDA business. “Some companies are saying, can you deliver a chiplet, not the whole chip, but a part of it. Today, we’re not
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ASML credibility gap widens after unexpected forecast revision
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ASML plunges: How wide the credibility gap? An accidentally early release of a bad forecast from ASML has produced a credibility gap, with CEO Christophe Fouquet under pressure to explain why the outlook has changed so dramatically all of a sudden. It’s not clear if the
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Nvidia’s Jensen Huang Hypes AI Inference Scaling Strategy
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The key slide in the Nvidia roadshow that is getting people worked up. Wall Street’s Best Ideas: Nvidia’s Huang hypes the inference curve Nvidia’s Jensen Huang has been selling people on the “scaling” of inference although but you should mind the hyperbole, software’s “new
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AMD Progresses Against Nvidia in AI Competition
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AMD’s still chasing Nvidia, but there’s progress Advanced Micro Devices missed the one thing at its AI event that traders were looking for, a new financial number for AI sales, and it still has an uphill battle against Nvidia. All things considered, that’s not really a bad place
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Tesla’s Optimus robots criticized for underwhelming taxi demonstration
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Mixed responses for Tesla’s taxi: impressive or ‘toothless’ Optimus robots danced in a glass-enclosed gazebo, as embarrassing as someone’s clunky friends at a wedding reception. @Tesla $TSLA
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Ceva CEO on Chip IP Solutions for Complex Engineering
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Please enjoy my chat with Amir Panush, CEO of a most interesting chip intellectual property company. Ceva’s CEO: An intellectual property business banking on the rising complexity of the chip world Chip makers are strapped for engineers to build ever-more-complex parts. Ceva
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AI Winter Risk and Enterprise AI Agent Opportunities
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Wall Street’s Best Ideas: An AI crash? A noted MIT professor says artificial intelligence is headed for the dreaded “AI winter,” but he’s probably missing something important, Salesforce has a chance to boost its financials with “AI agents,” Absci has the big data that counts,
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Micron Technology Surges on Server Demand and Chip Constraints
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Micron trounces the skeptics Micron Technology’s upbeat remarks about rising server computer demand and constraints on “bit shipments” has the bulls cheering. It may be that worries about over-supply will linger simply because you can’t decisively refute very broad speculation.