
Articles
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3 weeks ago |
electronicdesign.com | Jim Handy
The noise that distorts the signals increases because all of the activity, much like a conversation in a crowded room, is more difficult because people have to talk over the crowd noise. With super-regenerative AI, all network elements are tied to each other one-on-one, allowing for a faster and freer flow of information, while still supporting the reverse data flow of recursive-regenerative AI.
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1 month ago |
smartkarma.com | Smartkarma Content |William Keating |Vincent Fernando |Jim Handy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Silicon Wafers. Is It Time To Invest? Worldwide silicon wafer shipments decreased by 2.7% to 12,266 million square inches in 2024, details here. This follows a 14.3% decline in the prior year.
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1 month ago |
smartkarma.com | Jim Handy |Tina Banerjee
In today’s briefing:IS AI Spending Poised to Fall? APAC Healthcare Weekly (Mar 16)- Celltrion, Ono Pharma, Sun Pharma, Syngene, Zydus, Sichuan KelunIS AI Spending Poised to Fall?
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1 month ago |
smartkarma.com | Smartkarma Content |Vincent Fernando |William Keating |Jim Handy
This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Spread Falls From Elevated Level; UMC & ASE Discount OpportunityTSMC: +17.2% Premium; Wait for Lower Levels Before Going LongUMC: -1.9% Discount; Can Consider Going Long the Spread at Current LevelASE: -0.6% Discount; Discount is Opportunity to Long the Spread2.
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1 month ago |
smartkarma.com | William Keating |Mark Chadwick |Daniel Tabbush |Jim Handy
In today’s briefing:Microsoft CEO On AI CapEx: Show Me The Money!Ohayo Japan | Nvidia Beats, Stock +3.7%Singapore Banks – Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not GreatWhat Do Detailed 2024 Semi Stats Tell Us?
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