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#semianalysis — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #semianalysis, aggregated by home.social.

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  1. SemiAnalysis and HighYield have collaborated on analysis of a chip made with China's best process technology:

    Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?

    youtube.com/watch?v=NAbpjiQNUMs

    tl;dw: impressive results with only DUV, but still a few years behind the West, however, China is doggedly and deliberately building their own advanced #semiconductors manufacturing ecosystem to eventually eliminate reliance on the West after years of export controls, etc.

    #SemiAnalysis #HighYield

  2. How #DylanPatel and #SemiAnalysis Grabbed Sway in #SiliconValley
    29-year-old has adeptly navigated blurred lines between media, tech and investing, turning himself into a hybrid of all three
    Patel has no time for journalistic pieties and those who come to see SemiAnalysis as industry bible don’t mind his laissez-faire attitude. He positioned firm as leading experts on #AI, which had few such experts a few years ago—colorful commentators on a realm ballooning in importance
    theinformation.com/articles/dy

  3. An in-depth analysis from SemiAnalysis argues that AI scaling laws have remained robust through innovations like reasoning models and synthetic data, questioning the idea of a wall of diminishing returns. #ai #genai #llms #openai #semianalysis @semianalysis

    winbuzzer.com/2024/12/12/semia

  4. Always impressed with the technical details in articles on the semianalysis website, this time about "Scaling Laws – O1 Pro Architecture, Reasoning Training Infrastructure, Orion and Claude 3.5 Opus “Failures”
    semianalysis.com/2024/12/11/sc
    #infrastructure #architecture #AI #semianalysis #ICT

  5. Empfehung: SemiAnalysis.com -> Newsletter, wie üblich Freemium (die ersten paar Seiten gibts umsonst. Ich lesen nur diese.)

    #semicon #semianalysis #furtherreading

  6. Great blog with amazing in-depth articles on technical subjects with regard to AI and IT.
    semianalysis.com/
    #IT #ICT #AI #semianalysis

  7. "The Memory Wall: Past, Present, and Future of DRAM" , excellent and detailled article on DRAM, i learned a lot 😀
    Interesting that it doesn't scale anymore, in this time of AI, that must give some headaches.
    semianalysis.com/p/the-memory-
    #ICT #memory #RAM #DRAM #scaling #IT #semianalysis

  8. When AI’s Large Language Models Shrink Smaller models trained on more data challenge the dominance of ChatGPT, GPT-4, and company

    spectrum.ieee.org/large-langua

    "We won’t be able to make models bigger forever. There comes a point where even with hardware improvements, given the pace that we’re increasing the model size, we just can’t." -- #DylanPatel #SemiAnalysis

    #AI #AIgen