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1131 Power and Memory Bottlenecks, Blackwell Delays, AI Returns: Takeaways from Semicon Taiwan

The Information
Qianer Liu @ The Information · 09/09/2024 10:00 EDT

The frenzy around AI may be abating, but in a good way. That’s my takeaway from last week's Semicon Taiwan, the chip industry’s big annual convention. Instead of just gushing about the raw power of AI, the conversations on and off stage revolved more around the technical challenges of developing semiconductor technology capable of supporting high-performance AI. Companies like Nvidia and other AI chip developers have been showcasing their latest chip designs in the past months. But on this island, where chi

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