Tenstorrent at The Open Frontier: RISC-V Everywhere
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
2026年10月16日
日本語
ファウンドリーから最終デバイスまでテクノロジーエコシステムをエンドツーエンドでカバーし、半導体・部品市場を支える基盤技術やトレンドを包括的かつ詳細に分析しています。
主な特徴 Foundry
主な特徴
Foundry
サービス内容
供給分析 - Supply Analysis
主要ファウンドリーのファブ別生産能力拡張、稼働率予測、ウェハ価格トレンド、先端ノード技術の進展を分析
需要分析 - Demand Analysis
月次インテリジェンスレポート - Monthly Intelligence Report
ファウンドリー稼働率、生産能力拡張、ウェハ価格トレンド、先端パッケージングの進展、市場需要予測など、市場トレンドや注目テーマに焦点を当てたタイムリーな市場インテリジェンス
Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
2026年10月16日
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
2026年10月16日

Tenstorrent positions itself as a full-stack AI company that spans IP, silicon, systems, software and cloud. It licenses both CPU and AI IP.
2026年10月16日
1. Overview Memory prices are still rising across every segment in Q4 2026. AI inference demand and CSP stockpiling are pushing server DRAM and NAND higher. Smartphone OEMs are turning to recycled memory ICs to cut costs. PC makers face much steeper increases, and they are coping by capping specs, raising ASPs, and keeping products on the market longer.
2026年10月16日
2026年10月16日
2026年10月14日
2026年10月12日
2026年10月9日
2026年10月9日
2026年9月29日

Vice President of Research
Neil Shah

Vice President of Research
Neil Shah

Research Director
MS Hwang

Research Director
MS Hwang

Associate Director
Ethan Qi

Associate Director
Ethan Qi

Associate Director
Brady Wang

Associate Director
Brady Wang

Associate Director
Gunnar Thoreson

Associate Director
Gunnar Thoreson

Senior Analyst
Parv Sharma

Senior Analyst
Parv Sharma

Senior Analyst
Shenghao Bai

Senior Analyst
Shenghao Bai

Senior Analyst
Anish Khajuria

Senior Analyst
Anish Khajuria

Senior Analyst
Shivani Parashar

Senior Analyst
Shivani Parashar

Principal Analyst
Soumen Mandal

Principal Analyst
Soumen Mandal

Senior Analyst
William Li

Senior Analyst
William Li

Principal Analyst at Large
Michael Kanellos

Principal Analyst at Large
Michael Kanellos

Vice President of Research
Neil Shah

Vice President of Research
Neil Shah

Research Director
MS Hwang

Research Director
MS Hwang

Associate Director
Ethan Qi

Associate Director
Ethan Qi

Associate Director
Brady Wang

Associate Director
Brady Wang

Associate Director
Gunnar Thoreson

Associate Director
Gunnar Thoreson

Senior Analyst
Parv Sharma

Senior Analyst
Parv Sharma

Senior Analyst
Shenghao Bai

Senior Analyst
Shenghao Bai

Senior Analyst
Anish Khajuria

Senior Analyst
Anish Khajuria

Senior Analyst
Shivani Parashar

Senior Analyst
Shivani Parashar

Principal Analyst
Soumen Mandal

Principal Analyst
Soumen Mandal

Senior Analyst
William Li

Senior Analyst
William Li

Principal Analyst at Large
Michael Kanellos

Principal Analyst at Large
Michael Kanellos