What experts are saying about Semiconductors
Semiconductors — chip design, fabrication, and the supply chains and geopolitics of the global chip industry.
“The three major vendors for High Bandwidth Memory (HBM) are Hynix, Samsung, and Micron.”
— Reiner Pope
“Google is launching its eighth-generation TPUs, with two specialized platforms: TPU-AT for training and TPU-8i for inference.”
— Amin Vadaq
“Heron Power is building solid-state transformers that use silicon and software to replace traditional steel, oil, and copper components in power conversion systems for data centers, solar, and battery projects.”
— Drew Begalino
“Google's TPU-8i integrates a specialized collectives acceleration engine that reduces latency by an additional 5x.”
— Amin Vadaq
“Google began developing its own custom silicon for AI, the Tensor Processing Units (TPUs), in 2013.”
— Amin Vahdat