I'm seeing the 4DS product as an interface switch/memory controller - that market is up 17%
from the link AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. 'The various sub-system parts (memory, processor, co-processor, network) need to be connected with interface links with ever more bandwidth and lower latency: DDR5 or HBM memory controller, PCIe and CXL, 224G SerDes and so on. When you design a supercomputer, raw processing power is important, but the way you access memory, latency and network speed optimization will allow you to succeed. It’s the same with AI, that’s why interconnects protocols are becoming key.'
I think 4DS slots in next to these configs and delivers what is needed
that is certainly value add at 60nm but considerably more at 20nm
4DS Price at posting:
8.9¢ Sentiment: None Disclosure: Held
