The Chip Observer (June Edition)
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Dive into the latest Chip Observer for June 2024! Explore major advancements in AI PCs, competitive shifts in datacenter GPUs, and insights on the recovering memory market. Discover how NVIDIA’s dominance is being challenged and get the scoop on IBM’s strategic moves.
Welcome to the June 2024 edition of the Chip Observer, where we dive into the latest advancements and trends in semiconductor technology. This month, we’re shining a spotlight on the cutting-edge developments from major industry players like Qualcomm, AMD, IBM and Intel. We also explore the growing impact of AI accelerators, the competitive landscape shaped by custom ASICs, and the implications of geopolitical factors on the semiconductor market.
In the June issue:
- Microsoft’s Copilot+ Sparks Race to the TOPS: Qualcomm’s Snapdragon X Windows on Arm SoCs reach 45 TOPS, AMD announced the Ryzen AI 300 with 50 TOPS, Intel’s Lunar Lake will follow in Q3 with 48 TOPS
- In June, NVIDIA became the world’s most valuable company, worth $3.3 trillion. NVIDIA is succeeding—the question is, who might succeed NVIDIA?
- Into the deep blue HPC: IBM profile
- Curated highlights of TechInsights research
