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Winners And Losers At The Edge

By Ed Sperling, Semiconductor Engineering

No company owns this market yet — and won’t for a very long time.

The edge is a vast collection of niches tied to narrow vertical markets, and it is likely to stay that way for years to come. This is both good and bad for semiconductor companies, depending upon where they sit in the ecosystem and their ability to adapt to a constantly shifting landscape.

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“If you look at what you have to do to optimize a CUDA implementation for a graphics accelerator, a lot of that involves increasing the throughput to make it faster,” said Raik Brinkmann, CEO of OneSpin Solutions. “This is very similar to what you do to make architectural changes to hardware design. So, on an algorithmic level, what if I change the order in which I compute things? What if I had a way of interleaving operations? The typical things that you do when you parallelize and map things to hardware, people already do because GPUs are big and inherently parallel.”

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