Nvidia may unveil a new artificial intelligence inference chip architecture built around on-chip static random access memory, or SRAM, at the Nvidia GTC 2026 conference in San Jose, California, on ...
As AI, automotive, and data centers continue to scale exponentially, one part of the chip has quietly become a bottleneck: embedded memory. Modern designs now dedicate more than half of their silicon ...
GF sees on-chip memory a niche AI inference trend; neutral on Cerebras but bullish on EDA, foundries
GF Securities (Hong Kong) sees on-chip memory as a niche AI inference trend but takes a neutral stance towards AI chipmaker Cerebras (CBRS). However, the firm believes that the trend will benefit ...
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