Anatomy Of A Semiconductor Downturn
The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms. We...
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Smartkarma Originals
Rebellions: Challenging Nvidia in the AI-Powered Semiconductor Chips
Established in 2020, Rebellions is a leading AI based fabless startup in Korea. In February 2023, Rebellions launched a new artificial intelligence...
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Intel's GPU Guru Departs. Very Abruptly.
Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?
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Semiconductor Collapse Is Following Predicted Course
Today's semiconductor market is closely following the forecast we shared in October. This Insight compares the forecast to actual data for the...
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Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
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