Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

Thematic (Sector/Industry)

<ul><li>Physical AI encompasses applications that interact with humans and perform actions in the physical world, like self-driving cars and robots</li><li>The evolution of AI models at the edge includes language models processing text and visual data, as well as actions in vision language action models</li><li>Design constraints in physical AI applications include considerations for latency, bandwidth, and power, impacting the development of IP and semiconductor technologies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Physical AI encompasses applications that interact with humans and perform actions in the physical world, like self-driving cars and robotsThe evolution of AI models at the edge includes language models processing text and visual data, as well as actions in vision language action modelsDesign constraints in physical AI applications include considerations for latency, bandwidth, and power, impacting the development of IP and semiconductor technologies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP342: The Evolution and Impact of Physical AI with Hezi Saar

Equity Bottom-Up

Thermo Fisher Scientific  / Equity Bottom-Up

Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.

<ul>
<li>Thermo Fisher plays a critical role in helping customers in various industries find and fix defects, particularly in the semiconductor industry</li>
<li>The move towards 3D stacking architectures in semiconductor manufacturing offers benefits such as higher performance, lower power consumption, improved yield, and cost optimization</li>
<li>Increasing data center and AI workloads are pushing semiconductor manufacturers to utilize 3D analysis to detect chip defects earlier in order to maintain performance and efficiency</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Thermo Fisher plays a critical role in helping customers in various industries find and fix defects, particularly in the semiconductor industry
The move towards 3D stacking architectures in semiconductor manufacturing offers benefits such as higher performance, lower power consumption, improved yield, and cost optimization
Increasing data center and AI workloads are pushing semiconductor manufacturers to utilize 3D analysis to detect chip defects earlier in order to maintain performance and efficiency

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP338: How Thermo Fisher Scientific Helps Advanced Semiconductor Development

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

<ul>
<li>Acquisition of business in 2019 led to creation of Avera Semi, later acquired by Marvell</li>
<li>Power constraints in data centers driving focus on power-efficient technologies like dye to dye interfaces</li>
<li>Marvell's bidirectional data transfer over a single wire is key for optimizing power consumption and increasing bandwidth density</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Acquisition of business in 2019 led to creation of Avera Semi, later acquired by Marvell
Power constraints in data centers driving focus on power-efficient technologies like dye to dye interfaces
Marvell's bidirectional data transfer over a single wire is key for optimizing power consumption and increasing bandwidth density

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP329: How Marvell Is Addressing the Power Problem for Advanced Data Centers

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.

<ul>
<li>Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007</li>
<li>3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference</li>
<li>BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007
3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference
BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

<ul><li>RISC-V allows for design and implementation locally, compliant to global standards, with specifications available under Creative Commons and no licensing fees</li><li>RISC-V's customizable architecture, with a small core base ISA and various extensions, enables workload optimized silicon for different applications such as AI, ML, and vector processing</li><li>Recent highlights include the availability of the RBA23 profile specification for high-performing application processors, Nvidia's adoption of RISC-V for CUDA porting, and Infineon's announcement of an all RISC-V automotive microcontroller roadmap, showcasing the growing momentum of RISC-V across various industries.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

RISC-V allows for design and implementation locally, compliant to global standards, with specifications available under Creative Commons and no licensing feesRISC-V's customizable architecture, with a small core base ISA and various extensions, enables workload optimized silicon for different applications such as AI, ML, and vector processingRecent highlights include the availability of the RBA23 profile specification for high-performing application processors, Nvidia's adoption of RISC-V for CUDA porting, and Infineon's announcement of an all RISC-V automotive microcontroller roadmap, showcasing the growing momentum of RISC-V across various industries.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP309: The State of RISC-V and the Upcoming RISC-V Summit with Andrea Gallo