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Most Recent Guides & Forecasts

Communications Semiconductor Market Forecast 2020-2025
Provides five-year revenue forecasts for many categories of communications semiconductors, including Ethernet products, smart NICs, embedded and server processors, and FPGAs.
Communications Semiconductor Market Share 2020
Provides market share data for many categories of communications semiconductors, including Ethernet products, processors, and FPGAs.
A Guide to Processors for Deep Learning
Covers processors for accelerating deep learning, neural networks, and vision processing for AI training and inference in data centers, autonomous vehicles, and client devices.

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White Papers

Software Is Critical to Edge-AI Deployment
This white paper describes the importance of a flexible and robust software stack to edge-AI deployment. Processor vendors and intellectual-property licensers often tout the theoretical performance of their designs, but the neural-network compiler, run-time engine, and scheduler are just as critical to realizing that potential in production systems.
Qualcomm Defines Premium-Smartphone Cameras
The Snapdragon 888 and 888+ are the latest flagship processors from Qualcomm, offering a collection of industry-leading camera technologies that provide a lead over competitors on DXOmark’s camera and video benchmark. These processors enable feature-rich 4K HDR video and photography, AI-driven “3A” technology, and industry leading hardware to allow one-inch camera sensors.
DPU-Based Hardware Acceleration: A Software Perspective
Data-processing units (DPUs) promise greater data-center efficiency, but low-level-programming requirements have hindered broad adoption. Nvidia aims to remove this obstacle using its DOCA framework, which abstracts the programming of  BlueField DPUs. Furthermore, customers will be able to program future converged DPU+GPU hardware using the combination of DOCA and CUDA.
CertusPro-NX Reinvigorates General-Purpose FPGAs
CertusPro-NX, the fourth product developed using Lattice Semiconductor’s Nexus platform in the last 18 months, delivers class-leading power, performance, and size for diverse applications. These general-purpose FPGAs offer low power, small packages, and high-bandwidth I/Os, such as PCIe Gen3 and Gigabit Ethernet. They’re well suited to edge AI, industrial IoT, 5G control planes, and other tasks.
Chiplets Gain Rapid Adoption: Why Big Chips Are Getting Small
Leading chip vendors such as AMD and Intel have adopted chiplet technology for several products. This technology can reduce cost for large 7nm designs by as much as 25%, according to our analysis; the savings are even greater at 5nm and beyond. We expect chiplets will be widely used for data-center processors and networking chips in these advanced nodes.
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September 27, 2021

SOT MRAM Improves Access Speed
Startup Antaios is leading the commercialization of spin-orbit-torque (SOT) magnetoresistive RAM (MRAM), which promises greater longevity and faster access times than previous MRAMs.
Qualcomm Spills Cloud AI 100 Guts
Shortly after demonstrating outstanding performance per watt in recent MLPerf Inference results, Qualcomm revealed internal-architecture details of its Cloud AI 100 accelerator at last month’s Hot Chips.
Editorial: Intel, AMD Differ on Chiplets
Intel has developed several high-performance chiplet technologies, but their cost restricts them to low volume. AMD’s lower-cost approach raises volume today but won’t meet future requirements.

September 20, 2021

Tesla D1 Tackles AI Training
In a surprising move, Tesla has developed its own AI training accelerator. The D1 design crams 25 chips into an enormous wafer-scale package that generates an industry-leading 9 petaflop/s.
Cerebras Performs Extreme Training
The company hopes to meet the demands of huge neural networks by offering its new MemoryX and SwarmX systems, which aim to reduce GPT-3 training time to less than one day.

September 13, 2021

Sapphire Rapids Spans Tiles
The next-generation Xeon processor is Intel’s biggest leap forward in years, delivering greater core counts, more per-core performance, integrated accelerators, and the latest memory and I/O interfaces.
Alder Lake Extends Battery Life
Alder Lake is Intel’s first mainstream PC processor with a hybrid architecture, combining big and small cores to increase both performance and battery life.
Mount Evans Puts Intel in DPU Range
The company recently disclosed architectural details of its first data-processing unit, combining a control plane and a programmable data plane to handle Ethernet speeds up to 200Gbps.

September 6, 2021

Intel Stacks Tiles on Ponte Vecchio
The new high-performance GPU is an engineering marvel, using Intel’s EMIB and Foveros technologies to create a heterogeneous processor combining 47 discrete die (tiles) built in five different process nodes.
Golden Cove Adds Matrix Units
Intel’s new flagship CPU microarchitecture delivers a big performance boost for general-purpose code while AI operations increase 8x using the new Advanced Matrix Extensions (AMX).
Gracemont Bulks Up in Performance
Intel’s family of “little” CPUs hits a bold new performance level by doubling the execution width and making other changes, offering a 20% jump in per-clock performance over its predecessor.

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Analysis of new developments in microprocessors and other semiconductor products
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Events

Linley Fall Processor Conference 2021
Coming October 20-21, 2021
Hyatt Regency Hotel, Santa Clara, CA
Register Now!
Linley Spring Processor Conference 2021
April 19 - 23, 2021
Proceedings Available
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