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Yes agreed but likely very necessary to keep the best people.
They should be prohibited to sell their shares below a certain range, like in the 3-5$ a pop range.
Bravo
If ARM was an arm, BRN would be its biceps💪!
AI accelerators market poised to grow by 250% this year, says TSMC
NewsBy Anton Shilov
published 10 hours ago
The fastest-growing semiconductor market.
(Image credit: Mike Kai Chen/Bloomberg via Getty Images)
The semiconductor market began to rebound only in the second half of last year, so analysts tend to be cautious about its growth this year. In fact, both PC and smartphone segments are projected to experience a single-digit growth this year. However, there is a segment of the semiconductor market that is poised to grow by about 250% and this is AI accelerators, according to TSMC cited by TechNews.
TSMC estimates that the market of AI accelerators will grow by 2.5 times this year, the company revealed at its Technology Symposiums this spring. TSMC is, of course, particularly happy about this turn of events because the majority of AI processors tend to use advanced process technologies. Furthermore, TSMC produces more than 90% of AI processors as it makes Nvidia's GPUs for AI and HPCs, currently addressing over 80% of the AI accelerators market.
It should be noted that the majority of AI accelerators not only use silicon processed by TSMC, but they also require advanced packaging, such as TSMC's CoWoS. This means that the contract maker of chips earns quite a lot of money making those products for companies like AMD, AWS, Broadcom, Intel, Nvidia, Meta, or Microsoft.
Other segments of the semiconductor market are not expected to grow significantly this year, based on TSMC's expectations. For example, PC chips are poised to grow by just 1% to 3%, and smartphone chips are projected to grow by 1% to 3% as well, but Internet-of-Things products are forecasted to experience a 7% to 9% growth. By contrast, the automotive chip market is expected to decline by 3% to 1%.
The bigger picture of the semiconductor market looks quite favorable for TSMC. Excluding memory, the market is expected to grow by 10% this year to $650 billion, though this includes packaging, PMICs, and many other things. The foundry segment is forecasted to grow by 15% to 20% to $115 billion too (excluding Intel Foundry), so TSMC should feel pretty comfortable, especially as it grabs market share away from some of its rivals and is poised to keep doing so in the coming years as it expands both leading-edge and specialty technologies production capacities.
I agree with best people, as for selling. I assume we can expect selling over the next few weeks for tax purposes then hopefully clear skies from then on.
But are GPUs "AI accelerators"?View attachment 63760
AI accelerators market poised to grow by 250% this year, says TSMC
News
By Anton Shilov
published 10 hours ago
The fastest-growing semiconductor market.
(Image credit: Mike Kai Chen/Bloomberg via Getty Images)
The semiconductor market began to rebound only in the second half of last year, so analysts tend to be cautious about its growth this year. In fact, both PC and smartphone segments are projected to experience a single-digit growth this year. However, there is a segment of the semiconductor market that is poised to grow by about 250% and this is AI accelerators, according to TSMC cited by TechNews.
TSMC estimates that the market of AI accelerators will grow by 2.5 times this year, the company revealed at its Technology Symposiums this spring. TSMC is, of course, particularly happy about this turn of events because the majority of AI processors tend to use advanced process technologies. Furthermore, TSMC produces more than 90% of AI processors as it makes Nvidia's GPUs for AI and HPCs, currently addressing over 80% of the AI accelerators market.
It should be noted that the majority of AI accelerators not only use silicon processed by TSMC, but they also require advanced packaging, such as TSMC's CoWoS. This means that the contract maker of chips earns quite a lot of money making those products for companies like AMD, AWS, Broadcom, Intel, Nvidia, Meta, or Microsoft.
Other segments of the semiconductor market are not expected to grow significantly this year, based on TSMC's expectations. For example, PC chips are poised to grow by just 1% to 3%, and smartphone chips are projected to grow by 1% to 3% as well, but Internet-of-Things products are forecasted to experience a 7% to 9% growth. By contrast, the automotive chip market is expected to decline by 3% to 1%.
The bigger picture of the semiconductor market looks quite favorable for TSMC. Excluding memory, the market is expected to grow by 10% this year to $650 billion, though this includes packaging, PMICs, and many other things. The foundry segment is forecasted to grow by 15% to 20% to $115 billion too (excluding Intel Foundry), so TSMC should feel pretty comfortable, especially as it grabs market share away from some of its rivals and is poised to keep doing so in the coming years as it expands both leading-edge and specialty technologies production capacities.
Anyway, what would TSMC know about AI accelerators?
We are not alone:
https://www.synsense.ai/synsense-ad...ic-audio-processing-with-xyloaudio-3-tapeout/
SynSense advances ultra-low-power neuromorphic audio processing with Xylo™Audio 3 tapeout
2023-07-07By SynSense
SynSense, the world’s leading commercial supplier of ultra-low-power neuromorphic hardware and application solutions, has completed the tapeout of Xylo™Audio 3, their advanced ultra-low-power audio processing platform built on the neuromorphic inference core Xylo™. Xylo™Audio 3 is based on the TSMC 40nm CMOS LOGIC Low Power process, delivering real-time, ultra-low-power audio signal processing capabilities while reducing chip costs. This tapeout marks a milestone for the commercialization of SynSense’s neuromorphic audio processing technology.
Selling for tax purposes? You'd have to be crazy to sell now as there's still another month to go before the end of the financial year ... and I believe there is a strong possibility an announcement is imminent. What's the point of selling now only to watch the share take off before 30 June?I agree with best people, as for selling. I assume we can expect selling over the next few weeks for tax purposes then hopefully clear skies from then on.
Bravo
If ARM was an arm, BRN would be its biceps💪!
UPDATED 17:48 EDT / MAY 25 2024
siliconangle.com
EXTRACT
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
siliconangle.com
EXTRACT
"Qualcomm!"UPDATED 17:48 EDT / MAY 25 2024
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
View attachment 63787
EXTRACT
View attachment 63786
Addictive personality Type A.
UPDATED 17:48 EDT / MAY 25 2024
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
View attachment 63787
EXTRACT
View attachment 63786
"Our forecast shows that the combined revenues of: 1) companies that supply manufacturing equipment, components and software to build fabrication facilities; 2) chip manufacturers; and 3) chip and AI software designers will approach $1T this decade. Our research suggests that four companies, Nvidia Corp., Taiwan Semiconductor Manufacturing Corp., Broadcom Inc. and Qualcomm Inc., will account for almost half of that trillion-dollar opportunity."
Well that still leaves half a trillion for us!
Exactly my thought
GDJR69
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7für7 said:
Mate….I know people whose grandparents also run a business in which they specialized. That doesn't mean they ( the grandchildren) automatically know everything. The media landscape is constantly changing. Camera work, which is meant to evoke a certain drama, is also evolving. Imagine if films were still shot the same way they were in your grandparents' time… I come from this field as well, so relax… my great-great-great-grandparents were already doing theater, and my ancestors invented drama and comedy…so!?
Reply,
Respect is urnt not given
I have taken a few days off as it’s in my blood to get very angry at disrespectful people like yourself 7fur7.
As you started all this....I’ll finish it with this note,
I have spent all my whole life in TV and Film Production being 63 years now with my first job at 16 you do maths, my comment of ...... it’s in my blood ...you took out of context and proceeded to be a smart arse and try and insult me with your above rambling comments, accusing me of being the grandkid running off his grandparents not knowing what I am talking about.
You don’t have a clue but chose to take the path of insult.
I have attached the standard video presentations formats professional producers use and the reasons why it is the standard requirements to engage with the audience in a professional manner , your cut and paste of documentaries / non fiction films that you quickly put up without any reason but IMO to be a smart arse and which you think is correct are just plan wrong and irrelevant for this format.
By the way I have sent this on to the stock broker video team so they take more care next time around when Sean is trying to find which camera to look at, very unprofessional and relevant to me as a shareholder that it needs attention.
My apologies to everyone for this continued discussion, however this is relevant and needs to be cleared up.
I won’t except disrespect from someone whom thinks he knows everything and tries to belittle people to make himself look good imo.
I have said my peace now and that’s all I have to say moving forward.
See below.
Mate….I know people whose grandparents also run a business in which they specialized. That doesn't mean they ( the grandchildren) automatically know everything. The media landscape is constantly changing. Camera work, which is meant to evoke a certain drama, is also evolving. Imagine if films were still shot the same way they were in your grandparents' time… I come from this field as well, so relax… my great-great-great-grandparents were already doing theater, and my ancestors invented drama and comedy…so!?
Reply,
Respect is urnt not given
I have taken a few days off as it’s in my blood to get very angry at disrespectful people like yourself 7fur7.
As you started all this....I’ll finish it with this note,
I have spent all my whole life in TV and Film Production being 63 years now with my first job at 16 you do maths, my comment of ...... it’s in my blood ...you took out of context and proceeded to be a smart arse and try and insult me with your above rambling comments, accusing me of being the grandkid running off his grandparents not knowing what I am talking about.
You don’t have a clue but chose to take the path of insult.
I have attached the standard video presentations formats professional producers use and the reasons why it is the standard requirements to engage with the audience in a professional manner , your cut and paste of documentaries / non fiction films that you quickly put up without any reason but IMO to be a smart arse and which you think is correct are just plan wrong and irrelevant for this format.
By the way I have sent this on to the stock broker video team so they take more care next time around when Sean is trying to find which camera to look at, very unprofessional and relevant to me as a shareholder that it needs attention.
My apologies to everyone for this continued discussion, however this is relevant and needs to be cleared up.
I won’t except disrespect from someone whom thinks he knows everything and tries to belittle people to make himself look good imo.
I have said my peace now and that’s all I have to say moving forward.
See below.
Attachments
HopalongPetrovski
I'm Spartacus!
Germany: Three days in a row our Sp has been GREEN!!!
Frank Zappa
Regular
. For heavens sake smooth sailing , do what I did months ago and put 7fur7 on ignore .7für7 said:
Mate….I know people whose grandparents also run a business in which they specialized. That doesn't mean they ( the grandchildren) automatically know everything. The media landscape is constantly changing. Camera work, which is meant to evoke a certain drama, is also evolving. Imagine if films were still shot the same way they were in your grandparents' time… I come from this field as well, so relax… my great-great-great-grandparents were already doing theater, and my ancestors invented drama and comedy…so!?
Reply,
Respect is urnt not given
I have taken a few days off as it’s in my blood to get very angry at disrespectful people like yourself 7fur7.
As you started all this....I’ll finish it with this note,
I have spent all my whole life in TV and Film Production being 63 years now with my first job at 16 you do maths, my comment of ...... it’s in my blood ...you took out of context and proceeded to be a smart arse and try and insult me with your above rambling comments, accusing me of being the grandkid running off his grandparents not knowing what I am talking about.
You don’t have a clue but chose to take the path of insult.
I have attached the standard video presentations formats professional producers use and the reasons why it is the standard requirements to engage with the audience in a professional manner , your cut and paste of documentaries / non fiction films that you quickly put up without any reason but IMO to be a smart arse and which you think is correct are just plan wrong and irrelevant for this format.
By the way I have sent this on to the stock broker video team so they take more care next time around when Sean is trying to find which camera to look at, very unprofessional and relevant to me as a shareholder that it needs attention.
My apologies to everyone for this continued discussion, however this is relevant and needs to be cleared up.
I won’t except disrespect from someone whom thinks he knows everything and tries to belittle people to make himself look good imo.
I have said my peace now and that’s all I have to say moving forward.
See below.
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