PERSON DIRECTORY
Ray Wang
Ray Wang appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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AI Chip & Silicon Round-up 2026
Jordan NanosRay WangMalcolm SplitterJoey Brookhart
NVIDIA’s Vera Rubin VR200 targets 35 petaflops and 288 GB of HBM4, while AMD’s MI455X could gain a memory edge if delivered on time.Inference is increasingly shifting to custom silicon, with Trainium 3, Maia 200, and Ironwood offering credible alternatives; external access and execution remain key uncertainties.