I am sharing my research findings on the AI semiconductor industry in this article. I analyzed more than 100 interviews from different industry insiders. Former employees from Nvidia, AMD, Amazon's AWS unit, Microsoft, Google, Apple, GlobalFoundries, Qualcomm, Intel, and smaller startup AI semi-companies such as Groq.
Hi Rihard - Great summary with good insight, as always!
TSMC will also raise prices this years, which means, there is a lot of revenue growth in the current installed base, before new capacity comes online. They have also reported higher than expected yields in their US fabs, which was also not part of the base case for many investors (like me).
Good research. One point to add TensorFlow was developed by Google and works naturally with their TPU. Pytorch is creation of Meta and they are interested to optimize it for various hardware solutions.
Love it, thank you for sharing 🙏
thank you for reading! :)
Hi Rihard - Great summary with good insight, as always!
TSMC will also raise prices this years, which means, there is a lot of revenue growth in the current installed base, before new capacity comes online. They have also reported higher than expected yields in their US fabs, which was also not part of the base case for many investors (like me).
thanks! Yes true.
Thanks! Great work
Thank you!
fantastic article! bravo!
thanks!
Good research. One point to add TensorFlow was developed by Google and works naturally with their TPU. Pytorch is creation of Meta and they are interested to optimize it for various hardware solutions.