2023 for major chip manufacturers: layoffs, price wars, waiting for recovery…
2023 is a year of both opportunities and challenges. ChatGPT has given rise to an explosion of new demand for AI. GPUs and HBM are
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2023 is a year of both opportunities and challenges. ChatGPT has given rise to an explosion of new demand for AI. GPUs and HBM are
No matter which market segment a startup decides to join, competition will be fierce. I find it useful to map this market as a triangle,
On January 16, 2024, the US market research company Gartner announced that global semiconductor sales (preliminary data) will drop 11.1% year-on-year to US$533 billion in
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