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Why Are Semiconductors Still Important in the Future? To Be a System Semiconductor G2
Why Are Semiconductors Still Important in the Future? To Be a System Semiconductor G2 These days, there are many semiconductor departments in universities. There are a wide range of semiconductors, so there are a wide range of fields to learn from materials, equipment, memory, HBM, NAND, DRAM, packages, and system semiconductors. The market for system…
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The podium I felt as I watched Microsoft overtake Apple to become the No. 1 company in market capitalization
The podium I felt as I watched Microsoft overtake Apple to become the No. 1 company in market capitalization It is certainly noteworthy that Microsoft overtook Apple to become the No. 1 player in market capitalization. This shift appears to be caused by the commercialization and increasing importance of AI technology. The success of OpenAI…
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The US Fed’s preferred PCE personal consumption expenditure price finally hit 2.6%
It is believed that the U.S. economy is making a soft landing, avoiding hard landing, and holding prices without a recession and a surge in unemployment. Fed Chairman Powell has really done something right. Because of this, the Dow and Nasdaq are continuously soaring and continue to rise to new prices. The US Fed’s preferred…
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Microsoft is the last big three cloud service providers to provide customized semiconductors for cloud and AI.
[Technical Master – AI/Cloud] Cloud operators are competing in semiconductors Microsoft is the last big three cloud service providers to provide customized semiconductors for cloud and AI. Google announced Cloud TPU v5e GA for cost-effective AI model learning and inference on November 9 after stepping into the AI inference market with tensor processing units (TPUs)…
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[Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers]
[Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers] Microsoft has developed its own semiconductor technologyIt’s been announced! (Actually, there were three types. We also announced a semiconductor dedicated to network computing called DPU.) Recent data center semiconductors consist largely of CPU+GPU+AI Accelerator+DPU Microsoft has virtually internalized all…