Silicon Atlas
AI semiconductors through a systems lens—from data centers to on-device AI. Evidence-first analysis of architecture, memory, power, and industry strategy.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 19 days ago | Last Issue | 12 days ago |
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Everyone Wants a Custom AI Chip. Does It Pay?
In brief
Everyone wants a custom AI chip, but the die is not the economic asset. The asset is the workload: large enough to absorb fixed silicon, software, and system costs; stable enough to migrate; and busy long enough to pay back be...
The Memory Handbook, Part I: How the Pieces Fit Together
I have spent close to twenty years in semiconductor research and industry. I cannot remember another time when so many people outside the field followed memory this closely.
Names that once stayed inside engineering meetings and trade publ...
Can AI Really Design a Chip?
I have spent close to twenty years working in silicon. For most of that time, chip design has been the kind of work that rewards patience. Engineers read specifications, write and review RTL, chase bugs, close timing, and build confidence o...
The Battle for the Next AI Memory Architecture
AI memory is often discussed as if zHBM, PIM, HBF, CXL, and optical links were competing for the same position. I do not think that is the best way to compare them. They work on different parts of the data path. Some shorten a package-level...
When Distance Becomes Architecture
The next AI-chip competition will not be won simply by adding more arithmetic units. The harder problem is feeding those units fast enough to keep them busy without spending an ever-larger share of the power budget moving data.
Samsung ret...
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AI semiconductors through a systems lens—from data centers to on-device AI. Evidence-first analysis of architecture, memory, power, and industry strategy.
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