41% Of Revenue At High Risk
and
2
Nitro, Graviton, EFA, Inferentia, Trainium, Nvidia Cloud, Microsoft Azure, Google Cloud, Oracle Cloud, Handicapping Infrastructure, AI As A Service…
18
Custom Optical Switches Reduce Broadcom's Networking Dominance
and
7
Will Marvell's Strongest Moat Be Breached? $MRVL $AVGO $NVDA $ANET $MSFT $MTSI $META
9
$4.5B EUV Annual Reduction, High-NA, Contacts, Vias, Throughput, ASP, Use cases, TSMC 2nm, Intel 18A, Samsung 2nm
, , and
8

February 2023

5 Longs, Intel EUV Delayed Again, And More
and
15
Planar to FinFET to Nanosheet to Complementary FET to 2D
and
4
Future Demand Booming But Active Electrical Cables Are Not The Salvation
and
4
Ad Engine, Crawl, Index, and Query Processing disrupted by LLMs
and
10
$30B Of Google Profit Evaporating Overnight, Performance Improvement With H100 TPUv4 TPUv5
and
56
Nova metrology and inspection
5
IEDM 2022 Round-Up
and
5