Hardware Podcasts

Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design

The Circuit · 20 Aug 2024 · 33m · Episode 81

What this episode covers

Ben Bajarin and Jay Goldberg discuss the 'tectonic shift' in semiconductor design driven by AI's demand for energy-efficient compute, highlighting Applied Materials' focus on packaging and Intel's strategic investments. They analyze Intel's release of its PDK and its 18A process roadmap, arguing that a viable competitor to TSMC is essential for industry health. The episode concludes with the successful high NA EUV tape-out by Imec, marking a critical breakthrough for future lithography.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Applied Materials, Intel, TSMC, ASML, Imec, Nvidia, Qualcomm, AMD, Samsung, Google, Microsoft
Also
High NA EUV, PDK, 18A, 14A

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