by Karl Freund | Jan 26, 2026 | In the News
Many analysts like to say that AI will become pervasive, applied to just about every aspect of computing to improve product quality, increase productivity, increase revenues, and lower costs. While investors remain alert for any signs that the bubble is about to...
by Karl Freund | Sep 19, 2025 | In the News
The data center business is in a bit of a panic. Demand is skyrocketing. Rack power requirements have increased from ~12KW per rack to over 125 KW in just the last year. Now they are preparing for a Gigawatt rack in the next two to three years (Nvidia Rubin Ultra)....
by Karl Freund | May 7, 2025 | In the News
Most chips today are built from a combination of customized logic blocks that deliver some special sauce, and off-the-shelf blocks for commonplace technologies such as I/O, memory controllers, etc. But there is one needed function that has been missing; an AI...
by Karl Freund | Apr 29, 2025 | In the News
The US Semiconductor industry desperately needs to rebuild the country’s ability to produce the advanced chips that are the cornerstone of AI and every electronic device you can imagine. Most of those chips are built today in Taiwan by TSMC. Merely the thought of any...
by Karl Freund | Dec 9, 2024 | In the News
The idea of chiplets is simple: develop the best semiconductors for the needed functions using the most proper manufacturing process. Then combine an assortment of chiplets on a multi-die package, and voila! A lower-cost approach to advanced semiconductors. The...
