GregCline @GregCline

Principal Market Analyst. Tweets are mine alone. #Cloud #CloudNative #Datacenter #Server #ARM #IA #RISCV #Compute #MPU #CPU #DPU #Semiconductors linkedin.com/in/principalan… Boston, MA Joined September 2009

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GregCline @GregCline

3 days ago

Sustainability and EH&S: Together At Last linkedin.com/pulse/sustaina… #PortfolioGregCline

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GregCline @GregCline

3 days ago

Canalys Expects 15% Price Hike for AI PCs. Canalys published a report forecasting AI-enabled PCs. The report expects that in 2024 19% of PCs will be AI-capable and expects a 60% growth in shipments by 2027.

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GregCline @GregCline

3 days ago

Alibaba Yitian 710 rated fastest Arm server CPU in the cloud (for now) theregister.com/2024/04/29/arm… #CloudCompute #arm #CPU #instance

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GregCline @GregCline

6 days ago

Intel Data Center 2024. Traditional server picking up in 2H. Sierra Forest E-core (Intel3) to stem share loss to AMD. Granite Rapids (Intel3) P-core launch 3Q. Clearwater (18A) out mid-25; catalyzes DC share gains. Gaudi3 contributes $500M in 2024. Falcon Shores boosts momentum

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GregCline @GregCline

6 days ago

TSMC Readies Lower-Cost 4nm N4C Manufacturing Tech: Up to 8.5% Cheaper. TSMC expects to start producing chips using the N4C technology in 2025. #TSMC #Semiconductor #Fab #Foundry #4nm #Node

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GregCline @GregCline

7 days ago

Chip Cold War Update: US Department of Commerce Investigates China's Access to RISC-V Open Standard Instruction Set; May Become New Focus of US-China Chip War. #Semiconductor #RISCV #Arm #IA #CloudComputer #CPU #ChipsAct #PRC #China #Fab #Foundry

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GregCline @GregCline

a week ago

Samsung's NAND Utilization Rate Reaches 90 percent, entering the final stages of its downturn. Customer inventories have been consumed with the growth in demand driven by AI. #Flash #Memory #NAND #NVM #Samsung #Xian #PRC #China #APAC

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GregCline @GregCline

a week ago

Why the AI Industry’s Thirst for New Data Centers Can’t Be Satisfied. The frenzy to build data centers to serve the exploding demand for artificial intelligence is causing a shortage of the parts, property and power that the sprawling warehouses of supercomputers require.

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GregCline @GregCline

a week ago

Allen Wu Goes RISC-V. yahoo.com/tech/firebrand… #ArmChina #RISCV #TensTorrent #DataCenter #DataCenterCompute

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GregCline @GregCline

a week ago

Global PC Shipments Grew 3% in Q1 2024 Says Counterpoint. Its report broadly agrees with IDC, which reported 8% PC growth in the PC market during Q1’24. Lenovo is enjoying the lion's share of the global PCs with 23-24% share, followed by HP and Dell. #PC #TAM #Lenovo #HP #Dell

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GregCline @GregCline

3 weeks ago

Meta Debuts Artemis AI Chip. Meta unveiled details about the next generation of the company's in-house artificial intelligence accelerator chip referred to internally as "Artemis." #Meta #Facebook #Artemis #Datacenter #AI #Customsilicon #TSMC #5nm

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GregCline @GregCline

3 weeks ago

Google Announces Axion Processors, Arm®-based CPUs designed for the data center. Axion delivers industry-leading performance and energy efficiency and will be available to Google Cloud customers later this year #Google #Axion #Datacenter #CPU #Processor #CloudCompute #Server

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GregCline @GregCline

3 weeks ago

Samsung to Double Investment in Texas Fab, Spend $44 Billion to Build Leading-Edge Chips. #Semiconductor #Onshoring #Samsung

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GregCline @GregCline

3 weeks ago

TSMC wins $6.6 billion US subsidy for Arizona chip production.

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GregCline @GregCline

4 weeks ago

Nvidia, Indosat Plan $200 Million AI Center Investment in Indonesia. Nvidia and Indonesia's telco firm PT Indosat Ooredoo Hutchison plan to build an artificial intelligence center in Central Java in 2024, worth $200 million #OFC24 #AI #datacenters #DCI

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GregCline @GregCline

4 weeks ago

In 2024, Arm-based processors will rise sharply in adoption, with expected revenues for Arm-based HPC systems doubling compared with the previous year. #HPC #Arm #ClinesComments

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GregCline @GregCline

4 weeks ago

Fourth Industrial Revolution: Technological innovation has broken down the boundaries between the physical, digital, and biological worlds. Cline's Comment: Digital Twins Are Everywhere. #4IR #Manufacturing #DigitalTwin #Innovation

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GregCline @GregCline

4 weeks ago

AI Insight: By 2030, one third of hours worked could be automated. #AI #Automation

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GregCline @GregCline

4 weeks ago

In May 2023, the Chinese government banned the sale of Micron chips for government apps, citing cybersecurity concerns. Fast forward to 2024, and Micron has announced the grand opening ceremony for a new Chinese chip packaging and testing plant. #Micron #China #Coldwar

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GregCline @GregCline

4 weeks ago

4/2/24 News Item: TSMC's new Arizona plant plans to conduct trial production in mid-April and complete all prep for mass production by the end of 2024. The plant is scheduled to be mass-produced in 1H'2525. The schedule has the opportunity to be realized by the end of 2024. #TSMC