great post ...
the specialty foundries are first movers to aim at scale and cost effective mass adoption in the space ....
https://www.imec-int.com/en/articles/imec-and-globalfoundries-announce-breakthrough-in-ai-chip-bringing-deep-neural-network-calculations-to-iot-edge-devices
and
https://www.eenewseurope.com/en/axelera-shows-diana-analog-in-memory-computing-chip/
feb this year
https://www.imec-int.com/en/articles/start-story-axelera-ai
worth a read
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