HeyJaredSemiAnalysis
Bridging the gap between the world's most important industry, semiconductors, and business.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 28, 2026
- Audience
- 253K subscribers
- Earliest in this view
- Sep 18, 2026
Latest issues
How GLM5.3 Sparse Attention Affects HBM Memory Usage (opens the original)
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How Sparse Attention Affects DRAM/NAND Memory How does sparse attention affect the TAM of memory, including HBM and NAND? Sparse attention selects top-k most relevant tokens to attend to, reducing the memory consumption and bandwidth requirements during the core Scaled Dot-Production Attention (SDPA) operation. However, the efficiency improvement doesn’t directly translate to overall memory savings in practice. Concretely, the top-k selection operation typically requires the full context to be i
ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns (opens the original)
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This post has bonus content for paid subscribers. Upgrade to get full access.In 8 months since our last major release of ClusterMAX, slavering investors have just about run out of pockets to stuff che
Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloading (opens the original)
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Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward layers. With Engram model architecture optimization, it allows for lower HBM capacity to be needed for models at the same quality. This does not mean there won’t be an insane demand for HBM but it just means that model architecture will continue to innovate around constraints.This model architecture
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253K subscribers
Measured Sep 19, 2026
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