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![]() The advent of chiplets resulting from 2-D and 3-D semiconductor packaging for heterogenous integration, “allowing for connectivity with other compute, communication, memory and analog components with extremely high bandwidth and low latency”.Access to libraries of open-source and licensed IP (Arm, x86, RISC-V, for examples) to accelerate DSA designs.Partnerships between DSA vendors and cloud services providers with compute-as-a-service offerings, enabling DSA companies to sidestep development of their own go-to-market capabilities.DSA vendor access to the advanced chip manufacturing capabilities of foundries, “which can aggregate demand and achieve the efficiencies of scale needed to offset the escalating cost of producing modern semiconductors”.McKinsey said there are five major factors enabling the rise of DSAs: “As we see DSAs expand to other application domains, we estimate that DSAs will account for roughly $90 billion in revenue (or about 10 to 15 percent of the global semiconductor market) by 2026-up from approximately $40 billion in 2022,” McKinsey stated, adding that $18 billion in venture capital has been invested in approximately 150 DSA startups over the past decade, a significant increase over the preceding 10 years. Regarding Moore’s Law (transistor density doubles every two years), “transistor scaling has meaningfully slowed in past years and is behind where Moore’s Law would have predicted by a factor of about 10.” As for Dennard scaling (power consumption remains constant as transistor density increases), it “is also failing, leading to an increasing need for complex cooling solutions in large data centers and other high-performance compute environments.”Ĭiting GPUs and tensor processing units (TPUs), the firm said workload-specific speedups of 15 to 50 times over CPUs are common. To begin, the McKinsey report states what has been widely observed. has issued a report, “Domain-Specific Architectures and the Future of Compute,” that delves into the trends and new technologies that have “increase(d) the incentive for architectural innovations….” But other factors are playing a strong, enabling role for DSAs.Ĭonsulting company McKinsey & Co. Yes, the deceleration of Moore’s Law and Dennard scaling are the primary reasons for the CPU’s decline in dominance. There’s more to the rise in HPC and AI of domain-specific architectures (DSAs), starting with GPUs, than just the superior throughput they can deliver.
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