Tanj Bennett

2 weeks ago | semianalysis.com | Tanj Bennett |Dylan Patel

Standard Ethernet intially lost significant market share to Nvidia’s InfiniBand in the early days of the GenAI boom. Since then, Ethernet has started clawing back market share, largely driven by cost, the various deficiencies of InfiniBand, as well as the ability to add more features and customization on top of Ethernet.

Nov 20, 2024 | semianalysis.com | Dylan Patel |Jeff Koch |Wega Chu |Tanj Bennett

The world increasingly questions the death of Moore’s Law, but the tragedy is that it already died over a decade ago with 0 fanfare or headlines. The focus is generally on logic, but Moore’s Law always also applied to DRAM. DRAM doesn’t scale anymore. In the glory days, memory bit density doubled every 18 months – outpacing even logic. That translates to just over 100x density increase every decade. But in this last decade, scaling has slowed so much that density has increased just 2x.