SemiAnalysis

slide with all the parts in the blackwell system

AI

Here's what's wrong with Nvidia's Blackwell GPU

SemiAnalysis laid out problems with Nvidia's physical design for the Blackwell chip series and TSMC's CoWoS-L new packaging approach.

Matt Hamblen Aug 27, 2024 11:49am

outlines of people against storm clouds

Analyst Dylan Patel’s dim view of Intel and the chip downturn

Jan 30, 2023 1:22pm