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Decoding New AI and Semiconductor Manufacturing...
Overview New U.S. export rules tighten restrictions on AI accelerators and wafer-fabrication equipment destined for China. The measures expand beyond total compute to include performance density and broaden tool controls,...
Decoding New AI and Semiconductor Manufacturing...
Overview New U.S. export rules tighten restrictions on AI accelerators and wafer-fabrication equipment destined for China. The measures expand beyond total compute to include performance density and broaden tool controls,...
Gate-All-Around, 3D DRAM, 3D NAND: Deposition D...
IPO Context and Business Scope Kokusai Electric (KE) is preparing to list publicly, with the selling shareholder divesting roughly 30% of shares in an all-secondary offering. The company is focused...
Gate-All-Around, 3D DRAM, 3D NAND: Deposition D...
IPO Context and Business Scope Kokusai Electric (KE) is preparing to list publicly, with the selling shareholder divesting roughly 30% of shares in an all-secondary offering. The company is focused...
Annual GPU Cadence: Implications for Competitor...
Executive Overview Nvidia remains the performance and scale leader in AI infrastructure, but competitive pressure is rising from hyperscalers and alternative silicon vendors. Google is expanding TPU deployments for internal...
Annual GPU Cadence: Implications for Competitor...
Executive Overview Nvidia remains the performance and scale leader in AI infrastructure, but competitive pressure is rising from hyperscalers and alternative silicon vendors. Google is expanding TPU deployments for internal...
Amazon and Anthropic Strategy: Claude 3 and Cla...
Deal Summary Amazon agreed to invest $1.25 billion in Anthropic via a convertible note that would convert to equity upon a subsequent financing, with an option to increase the investment...
Amazon and Anthropic Strategy: Claude 3 and Cla...
Deal Summary Amazon agreed to invest $1.25 billion in Anthropic via a convertible note that would convert to equity upon a subsequent financing, with an option to increase the investment...
Strategic Rationale for NVIDIA–Illumina Integra...
Moore’s Law vs. Eroom’s Law Moore’s Law describes exponential gains in semiconductor capability and cost efficiency. Its mirror image, Eroom’s Law (“Moore” spelled backward), observes that inflation-adjusted costs to develop...
Strategic Rationale for NVIDIA–Illumina Integra...
Moore’s Law vs. Eroom’s Law Moore’s Law describes exponential gains in semiconductor capability and cost efficiency. Its mirror image, Eroom’s Law (“Moore” spelled backward), observes that inflation-adjusted costs to develop...
Arm Value Capture via Per-Unit Royalty Changes
Overview Arm’s success rests on a pervasive instruction set architecture (ISA), a flexible licensing model, and a broad ecosystem. Years of margin pressure reflect discounted pricing to drive adoption and...
Arm Value Capture via Per-Unit Royalty Changes
Overview Arm’s success rests on a pervasive instruction set architecture (ISA), a flexible licensing model, and a broad ecosystem. Years of margin pressure reflect discounted pricing to drive adoption and...