Greg Cline @haveyresearch

Monitor your physical data center youtube.com/watch?v=YYMAjr… #UPS #PDU #Cooling #Racks #Green #GreenDC #GreenDataCenter

Quality Management Excellence Starts with Culture and Attitudes. As Digital transformation remakes manufacturing, so too does it recreate quality management lnkd.in/efWsVrB #DigitalTransfomation #Quality #QMS #QualityManagement #MFG #CbegsbyvbTertPyvar #Manufacturing

The road to Auto 2.0 isn't easy or cheap. Shifting to EV involves spending through 2050 of $20 trillion or more between capex and R&D, battery and EV powertrain COGs, infrastructure and other expenses #EV #CASE #AutonomousVehicles #HaveyResearch #Powertrain #1908Revisited #Auto2

ExaNoDe Pioneers ARM-based Exascale techxplore.com/news/2019-10-e… #Exascale #HPC #ExaNoDe #ComputeNode #FPGA #HaveyResearch #Interposer #3DIC #EuroEXA #EuroServer #UNIMEM #EC #EuropeanCommission

SIA numbers for November (out mid last week) showed stronger than seasonal results in #compute markets. NOTE: Since Intel does not report into SIA directly, the #microprocessor data is less indicative than other areas #Semiconductors #HaveyResearch #SIA #WSTS #CPU #MPU

Intel DL Boost improves performance of inference applications running on 2nd Gen Intel #XeonScalable processors. Get the details from #intelAI's @HumaAbidi: intel.ly/2rXq9aU

AI Leaves Moore's Law In The Dust: Bleeding-edge uses of AI could require performance to double every 3.5 months #NVIDIA #Intel #MooresLaw #Semiconductors #AI #AIsemiconductors

2020 #Semiconductor #Disruptor: China Takes Charge of Its #DeepLearning Silicon e.g. Bitmain, Cambricon, DeePhi, Horizon Robotics, and SenseTime against US's AIMotive, BrainChip, Cerebras, Deep Vision, Graphcore, Groq, Leapmind, Mythic, Remicro, ThinCI, Unisound, Wave Computing

AI accelerator chips are big business in 2020. Examples: Habana Labs which (acquired for $2b), Hailo Technologies, Blaize, Gryfalcon, Cambricon, Cerebras, Horizon Robotics, Mythic #AI #Semiconductors #Accelerators #Innovation #Disruption #DisruptiveInnovation

U.S. manufacturing ISM Index Falls to 10 Year Low. The ISM purchasing managers’ index fell to 47.2 in December, the 5th straight month of contraction. It was the worst reading since June 2009 and marked the eighth decline in the last nine months #ISM #MFG #Manufacturing

TSMC to Start 5nm Chip Production for iPhone in 2Q20. #TSMC is the sole foundry partner of #Apple for the chips for the 2020 #iPhone series, As much as two-thirds of TSMC's available #5nm process capacity will be utilized to make the next-generation iPhone chips #Semiconductors

Graphcore’s AI accelerator chip, the Colossus intelligence processing unit (IPU) is now available for customers who are pushing the boundaries of machine learning to use as part of Microsoft’s Azure cloud platform #AI #ML #MachineLearning #IPU #Azure #Microsoft #Graphcore

Global Semiconductor Sales Decrease in November 2019. Month-to-month sales slip 0.3 percent; year-to-year sales down 10.8 percent #HaveyResearch #Semiconductors #SIA #WSTS

U.S. Semiconductor Sales (11/19) fell 0.1% MoM, in-line with typical. Total industry sales down -8.7% YoY. MoM, 5 of 11 product groups performed above historical patterns, 4 were worse than typical, and 2 were in line with historical patterns #HaveyResearch #Semiconductors #WSTS

By 2025, 150 billion machine sensors and IoT devices will stream continuous data that will need to be processed. #Sensors #IoT #IIoT #EdgeProcessing

Speed Up Your Funnel: Deftly Combine Account Data with Relevant Content to Drive Wins & Revenue. tinyurl.com/FunnelSpeed #AberdeenGroup

5G connections are forecast to reach 1.1 billion by 2025, accounting for approximately one in eight mobile connections

AI & Machine Learning: Google DeepMind in a Nutshell: tinyurl.com/DniMpeeD #DeepMind #AI #DeepMind #Google

IBM Cites Top FinTech Startups tinyurl.com/IBMfintech2016 #Fintech #IBM

Dawn of Re-programmable Quantum Computers? U Maryland uses laser-manipulated ytterbium ions, allowing software to run on device. #Qubit