
News from Semiconductor Engineering
Top Semiconductor Engineering News

Donald Trump · United StatesIn This Article:
Apple analyst rethinks price target after $100 billion U.S. investment originally appeared on TheStreet.
All hands on deck! Captain Cook is taking the helm.
Please note that we're not talking about the 18th century explorer James Cook, who led three voyages to the Southern and…See the Story
Apple Analyst Rethinks Price Target After $100 Billion U.S. Investment

Artificial IntelligenceMemory bandwidth is limiting the flow of huge datasets that are needed to train AI models. There is much more data to process, store, and retrieve, but the speed at which that data moves through high-bandwidth memory (HBM) stacks is significantly lower than the speed at which data can be processed. Frank Ferro, group director for product management at Cadence, talks about the new HBM4 standard, how it compares with HBM3, and what will be needed …Read Article
What's Different About HBM4

San Francisco, California · San FranciscoFig. 1: When can we send our humanoid to pick up some milk at the store? Source: ChatGPT image There has been a lot of talk about physical AI, much of it very optimistic. Physical AI is happening, but more slowly than many expect. It will not rival GenAI soon. We’ll analyze humanoids, fully autonomous vehicles, then all application-specific robots (ASRs), ending with a rough estimate of the semiconductor TAM for robots from 2025 to 2035. Morgan …Read Article