The hottest Semiconductor Substack posts right now

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Semiconductor Outlook 2024: AI's Adolescence

Mule’s Musings • 443 implied HN points • 02 Jan 24
🕹 Technology Semiconductor AI Stock Market Economy
  1. Semiconductor market experienced a downturn in 2023 but is showing signs of recovery in 2024, especially in AI-related segments
  2. AI is emerging as a significant market segment in the semiconductor industry and is expected to continue growing in 2024
  3. Memory market, particularly High Bandwidth Memory (HBM), is also expected to see growth and become a major category in 2024

FPGAs: The Ultimate Flex

The Asianometry Newsletter • 2115 implied HN points • 14 Jun 23
🕹 Technology Hardware Semiconductor Innovation
  1. FPGAs are integrated circuits that can be reprogrammed for prototyping and niche uses.
  2. The development of FPGAs evolved from PROMs to PLAs to PALs, eventually leading to the emergence of modern FPGAs.
  3. Xilinx and Altera were key players in the FPGA industry, with FPGAs now widely used in various sectors like aerospace, military, and telecom.

The Risk of RISC-V: What's Going on at SiFive?

More Than Moore • 405 HN points • 24 Oct 23
🕹 Technology Semiconductor RISC-V Funding
  1. RISC-V is a royalty-free alternative for core architectures with high adoption in low-end core space.
  2. SiFive, a major player in RISC-V, has experienced significant layoffs and a shift towards focusing on custom cores.
  3. There is speculation around SiFive's investor funding situation, but the company has clarified that they are well-funded and continuing to enhance their product roadmap.

The Relentless Pursuit of Moore’s Law

Bits and Bytes • 1 HN point • 24 Sep 23
🕹 Technology Innovation Semiconductor AI
  1. Innovations in the pursuit of Moore's Law evolved individually until high-volume semiconductor manufacturing adopted them.
  2. Advancements in transistor density and computer design followed an S-curve pattern with periods of rapid progress followed by diminishing returns.
  3. Architectural innovations, like wider instruction widths and core-level parallelism, drove the evolution of computers with each 10X increase in transistor count.
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