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Concepts

Advanced Packaging & CoWoS Capacity Custom Silicon vs GPU HBM4 Memory Architecture KV Cache Management Logical Qubit Error Correction Memory Scarcity & Inference Economics ($/PB)Nanosheet GAA Transistor Neutral Atom Quantum Computing Photonic Neural Network Prefill/Decode Disaggregation Processing-In-Memory (PIM) & Memory-Centric Computing Quantum Fault Tolerance Roadmap Rack-Scale AI Compute Silicon Photonics

Entities

ASML Broadcom Google Quantum AI Groq IBM Quantum Intel Lightmatter Marvell Nokia Bell Labs NVIDIA Quantinuum QuEra Computing RIKEN R-CCS / Satoshi Matsuoka SK Hynix TSMC Vera Rubin

Frontier Theses

← KNOWLEDGE BASE/02/HARDWARE & COMPUTING

02SILICON & SYSTEMS· STEADY

Hardware & Computing

Chip architecture, GPUs, quantum computing, custom silicon, memory-centric computing, semiconductor supply chains

36SOURCES

14CONCEPTS

15ENTITIES

SOURCE MIX

10 P11 R11 A4 N

ACTIVITY · 20W

TSMC 2nmHBM4QuantumPhotonic

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OVERVIEW 37 · SOURCES 14 · CONCEPTS 16 · ENTITIES 10 · PRACTICE

Google Quantum AI

Nokia Bell Labs

QuEra Computing

RIKEN R-CCS / Satoshi Matsuoka

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