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Top Three Chip Equipment Giants: Latest Insights
Semiconductor equipment giants diverge on 2025 outlook. Applied Materials, KLA, and Lam Research reveal different tech bets amid AI boom and…
Sep 21
•
Meng Li
2
Is Open RAN Dead?
Is Open RAN dead? Mavenir's exit & AT&T's Ericsson deal raise doubts. But Nokia claims full commitment to Open RAN & Cloud RAN. Explore the future of 5G…
Sep 17
•
Meng Li
1
2nm: Indispensable
2nm semiconductors: powering the next leap in AI, IoT, and computing with 45% higher performance and 75% lower energy use. The future of tech.
Sep 15
•
Meng Li
2
Silicon Photonics and CPO: The Next Big Thing
Silicon Photonics & CPO: The next big thing in AI data centers. Revolutionizing speed, efficiency & scalability. Led by NVIDIA, Broadcom & TSMC.
Sep 3
•
Meng Li
2
HBM Chips at a Crossroads
HBM4 era: Base Die shifts to foundry processes. Samsung, SK Hynix, Micron adopt different strategies to lead AI memory innovation.
Aug 31
•
Meng Li
1
Breaking Through the DRAM and SRAM Bottlenecks
Overcoming SRAM & DRAM scaling limits with specialized memory architectures: Introducing LtRAM for persistent data and StRAM for transient workloads.
Aug 29
•
Meng Li
3
RISC-V Set to Reshape This Category of Chips
RISC-V challenges ARM in DPUs with open ISA, customization, and AI acceleration. Reshaping data center infrastructure with scalable, licensable cores.
Aug 27
•
Meng Li
2
Is It Feasible to Develop AI Chips In-House?
TPU7: Can You Build AI Chips Like Google? Explore the challenges and feasibility for OTT companies in chip development.
Aug 26
•
Meng Li
The End of Copper Interconnects?
The end of copper interconnects? Ruthenium emerges as a superior alternative for sub-10nm chips, offering lower resistance and better scalability.
Aug 22
•
Meng Li
4
Chip Giants Battle for NPU Supremacy
NPUs boost AI performance in laptops, saving battery & speeding up tasks. Chip giants race for NPU dominance.
Aug 11
•
Meng Li
2
UCIe 3.0 Arrives: Chiplet Interconnection Speed Doubled
UCIe 3.0 doubles chiplet interconnect speed to 64 GT/s, boosting AI/HPC performance while ensuring backward compatibility.
Aug 10
•
Meng Li
Ultra-Thin 2D Materials: Challenging the Limits of Silicon Chips
Ultra-thin 2D semiconductors challenge silicon limits, enabling faster, smaller, energy-efficient chips for AI & quantum computing.
Aug 2
•
Meng Li
2
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