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 ...
Forbes

Emerging Non-Volatile Memories Seek Economies Of Scale

Coughlin Associates and Objective Analysis released their 2024 report on emerging non-volatile memories, A Deep Look at New Memories. These memories include magnetic random access memory, MRAM; ...