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October 16
- India's Bellatrix Aerospace Plans to Build Ultra-Low Orbit Satellites
IEEE电气电子工程师学会
➀ India's Bellatrix Aerospace has announced a spacecraft plan to operate at altitudes below 200 kilometers with the goal of launching its first satellite by 2026.
➁ The ultra-low Earth orbit (LEO) satellites offer benefits such as higher resolution imaging for Earth observation applications and reduced communication latency for supporting 6G telecommunications networks.
➂ Bellatrix has developed an air-breathing electric propulsion system to address the challenge of atmospheric drag at these altitudes.
- NVIDIA H100 vs AMD MI300X: Who's the Champion?
SSDFans
➀ AMD has detailed the Instinct MI300X at Hot Chips 2024, with MI325X expected to be released soon.
➁ MI300X is a significant revenue source for AMD with over $4 billion in sales in the AI industry.
➂ AMD has acquired ZT Systems, the manufacturer of the Microsoft Azure MI300X platform.
➃ MI300X features a 192MB HBM3, a multi-chiplet chip for computing applications.
➄ AMD's CDNA 3 architecture has evolved with 8-stack HBM3 memory arrays, reaching 192GB in capacity.
➅ MI300X can operate as a single partition or across different memory and compute partitions.
➆ AMD's current major platform is the 8-way MI300X OAM platform.
➇ AMD discusses ROCm, which is improving.
➈ AMD's MI300X can compete with NVIDIA H100 in some cases.
➉ AMD is expected to release MI325X this year and Instinct MI350 288GB GPU in 2025.
- Top AI Stars Gather at Lenovo's Event: Huang Renxun and Su Zifeng in Attendance, Unveiling Over 10 New AI Products
智东西
➀ Lenovo's Innovation Technology Conference 2024 showcased a series of AI products, including PC AI agents, liquid-cooled servers with NVIDIA's new Blackwell, and a variety of AI smartphones, AI PCs, and AI servers.
➁ Lenovo's AI Now, a personal AI agent for PCs, was officially launched, emphasizing the transition from personal computing to AI-supported personalized computing.
➂ Lenovo and Intel announced a groundbreaking collaboration, forming an x86 ecosystem consulting group, highlighting the importance of AI in the PC industry.
➃ NVIDIA CEO Jensen Huang and AMD CEO Su Zifeng also attended the event, discussing the future of AI and its impact on the industry.
➄ Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella participated remotely, emphasizing the importance of collaboration in AI development.
➅ Lenovo's focus on sustainability and reducing energy consumption through innovative technologies like the Neptune liquid cooling solution.
- AI Chip Computing Power Basics and Key Parameters
Unknown
➀ Computing power is an important indicator of a computer's information processing capability, with AI computing power focusing on AI applications, commonly measured in TOPS and TFLOPS, and provided by dedicated chips such as GPU, ASIC, and FPGA for algorithm model training and inference.
➁ AI chip accuracy is a way to measure computing power level, with FP16 and FP32 used in model training, and FP16 and INT8 used in model inference.
➂ AI chips typically use GPU and ASIC architectures. GPUs are the key components in AI computing due to their advantages in computation and parallel task processing.
➃ Tensor Core, an enhanced AI computing core compared to the parallel computation performance of Cuda Core, is more focused on the deep learning field and accelerates AI deep learning training and inference tasks through optimized matrix operations.
➄ TPUs, a type of ASIC designed for machine learning, stand out in high energy efficiency in machine learning tasks compared to CPUs and GPUs.
- Comparison Study of Baidu and Google in 2024: The Current Status and Trends of China-US 'Ancient AI Leaders'
锦缎
➀ Baidu's revenue has grown by 51% from 2020Q1 to 2024, with a profit margin of 27% in the second half of 2024.
➁ Baidu's core business includes online marketing and other core businesses such as intelligent cloud, autonomous driving, and mobile ecology.
➂ Google's revenue growth rate in advertising business over five years is about 128%, significantly ahead of Baidu's 50%.
➃ Google's cloud business grew by more than 272%, followed by YouTube advertising and Google search advertising.
➄ Baidu's research and development investment rate is higher than most Chinese Internet companies, but its revenue growth rate has fallen behind.
➅ The market is not optimistic about the ancient AI giants due to unclear 'technology gold cross' and the curse of 'crown'.
➆ Baidu's search as a traditional leader lost traffic barriers in the mobile era, and its technology route has not yet broken through the cycle blockade.
- Today's Opening! Bay Area Semiconductor Industry Full Chain Exhibition | Quick Collection! SEMiBAY Exhibition Guide for Bay Chip Show, Help You Visit the Exhibition Effortlessly!
微信公众号
➀ The first 'Bay Chip Show SEMiBAY' will be held from October 16th to 18th at the Shenzhen Convention and Exhibition Center (Futian).
➁ The exhibition covers an area of 40,000 square meters and will gather more than 400 leading manufacturers from the global semiconductor industry supply chain.
➂ There will be over 20 professional forums and discussions on technical trends and industry future.
- Understanding the Advantages and Disadvantages of AMD MI325X vs. H200
IT技术分享-老张
➀ AMD MI325X's single card specifications are analyzed and compared with H200, highlighting its larger memory capacity and higher bandwidth.
➁ The eight-card module of AMD MI325X is discussed, revealing its lower interconnect bandwidth compared to NVIDIA's HGX H200.
➂ AMD's ROCm software ecosystem is mentioned, which is still in the磨合 period and lags behind NVIDIA's CUDA ecosystem.
➃ AMD's GPU Scale UP capabilities are compared with NVIDIA's, showing AMD's current disadvantages.
➄ A Chinese company's AI chip interconnect technology is introduced, showcasing its capabilities and partnerships with domestic AI chip manufacturers.
- Anlu Technology: Major Fund Reduces Stake by 1%
芯榜上海
➀ Anlu Technology announced that the Industrial Fund reduced its stake by approximately 1% from October 8 to 11, 2024;
➁ The reduction will not affect the company's controlling shareholders or actual controllers, nor will it have a significant impact on the company's governance and operations;
➂ Anlu Technology is a leading integrated circuit design company in China, focusing on the research and development of general-purpose programmable logic chips and system solutions;
➃ The company's revenue and net profit showed a decline in the first half of 2024, raising concerns about its future prospects;
➄ Xie Wenlu, the new chairman of Anlu Technology, has a strong background in integrated circuit design.
- ECOC2024: Huawei's Quantum Dot Laser
光芯之路
➀ Huawei has grown single-mode FP quantum dot lasers on (100) silicon substrates with a power of 33mW at 25℃ and 120mA;
➁ The final LI curve shows threshold currents of 18 mA and 30 mA at 25C and 85C, respectively, with an output power of 70 mW at 85℃ and 300 mA without any obvious rollover phenomenon;
➂ The reliability test shows that the threshold current increased by 6% after 5000 hours, and the light power decayed by less than 5%, with no significant degradation trend observed throughout the process.
- Fifth China MEMS Manufacturing Conference: An Invitation to Attend
微信公众号
➀ The China MEMS Manufacturing Conference is an annual industry event in China's MEMS field, having successfully hosted four editions with over 2200 attendees and 175 speakers including academician Jiang Zhuangde.
➁ The fifth conference will be held from October 23-25, 2024, at the Suzhou International Expo Center, focusing on MEMS foundry and manufacturing.
➂ The conference will feature a main venue and three technical forums on automotive chips, optoelectronic materials, and semiconductor equipment. It will bring together 60 industry experts from international giants like SEMI&MSIG, Bosch Sensortec, STMicroelectronics, TDK, Analog Devices, EVG, and AFE, as well as domestic leaders such as CETC, CETC Group, CCID Consulting, Sun芯微电子, Naxin Microelectronics, Goertek Microelectronics, Xiamen Yun Tian, and Jingfang Semiconductor.
- Global Corporate News: ASML Orders Fall Short of Expectations, Apple Announces iPad mini, Stock Hits New High
Weixin Official Accounts Platform
➀ ASML's orders fell far short of expectations, leading to a stock crash and dragging down the semiconductor sector;
➁ Apple quietly released the new iPad mini, pushing its stock to a new high;
➂ The Paris Motor Show opened, with Tesla returning after 5 years;
➃ China's new energy vehicle retail penetration rate reached 53.3% in September;
➄ Starbucks is reducing promotions and discounts;
➅ ASML, Ericsson, LVMH, Johnson & Johnson, Walgreens Boots Alliance, Bank of America, Citigroup, Goldman Sachs, Charles Schwab, and State Street announced earnings.
- Review: Research on Multidimensional Optical Imaging Empowered by Metasurface
Weixin Official Accounts Platform
➀ Optical metasurface technology has made significant progress in recent years, opening up wide application prospects for optical imaging;
➁ Metasurfaces have the advantages of precise wavefront control, multifunctionality, ease of integration, thinness, and compactness;
➂ These innovative advantages provide new possibilities for multidimensional light field imaging technology and computational imaging based on metasurfaces;
➃ Metasurfaces can be used in AR/VR, fiber optics, optical waveguides, and other cutting-edge applications, as well as innovative imaging technologies such as super-resolution imaging and quantum imaging;
➄ In the future, metasurfaces will have stronger flexibility and adaptability to meet the needs of various complex application scenarios and play an increasingly important role in the field of optical imaging.
- inSync Secures Several Million RMB天使+ Round for R&D of MEMS Micro-mirror Array Chips
映芯谐振
➀ inSync, a leading provider of large-aperture MEMS micro-mirror array chips and optical projection solutions, has completed a several million RMB angel+ round of financing from Yuanhe璞华.
➁ This is the third time in less than six months that inSync has received significant investment from top industry VCs, following strategic investments from Juguang and SoftBank China.
➃ The funds will be used to accelerate the development and commercial mass production of inSync's globally unique large-aperture MEMS micro-mirror array chips and LBS projection display modules.
- Nanxin Microelectronics Completes Acquisition of Magene Microelectronics: From 79.31% to 100% Equity
Magazine Consulting
➀ Nanxin Microelectronics, a Shanghai-based semiconductor company listed on the Science and Technology Innovation Board, has announced plans to acquire 100% of Magene Microelectronics' equity.
➁ The acquisition, initially proposed to purchase 79.31% of Magene's shares for a total of 793 million yuan, has now reached a new milestone.
➂ Nanxin Microelectronics and its wholly-owned subsidiary, Suzhou Naxing Venture Investment Management Co., Ltd., have agreed to purchase 31.72% of Magene's shares from 28 individuals for a total of 317.18 million yuan.
➃ The acquisition is expected to enhance Nanxin Microelectronics' market competitiveness in the automotive, robotics, industrial control, and consumer electronics sectors.
October 15
- Sudden Resignation of Chairman and Vice Chairman of Unigroup Guowei Microelectronics!
Semiconductor Technology Sky
➀ The Chairman and Vice Chairman of Unigroup Guowei Microelectronics, Ma Daojie and Xie Wengang, have resigned from their positions.
➁ Ma Daojie will continue as a director of the company after resigning from the position of Chairman and Committee Member of Nomination.
➂ Xie Wengang will continue as a director and President of the company after resigning from the position of Vice Chairman.
➃ Chen Jie has been elected as the new Chairman of the company.
➄ Ma Daojie has been elected as the new Vice Chairman of the company.
- 380Bn Wafer Project Falls Through!
半导体技术天地
➀ The Japanese company SBI Holdings Inc. has canceled its memorandum of understanding with PSMC due to PSMC's financial difficulties and the expiration of the agreement.
➁ The original agreement aimed to explore the feasibility of joint wafer fabrication business in Japan.
➂ SBI plans to continue building a semiconductor factory in Miyagi Prefecture and seek new partners.
- Hikvision Layoffs: The N+2 Compensation Story!
Unknown
➀ Hikvision is undergoing a large-scale organizational adjustment, reducing 32 research areas to 12, with over 1,000 employees expected to be laid off.
➁ The layoffs will include an N+2 compensation package.
➂ The company denies widespread layoffs, stating it is an adjustment in business strategy.
➃ Despite the denial, the company's performance has been slowing in recent years.
➄ In 2023, the company's revenue growth was only 7.4%, and net profit growth was around 10%.
➅ Hikvision has grown from a video technology company to an AIoT technology company over 20 years.
- VC Exit for 190 Million Yuan: A B-Round Semiconductor Equipment Company Sold Out
微信公众号
➀ A merger and acquisition deal worth 700 million yuan was announced by Baobao Chemical, a chemical company from Dalian, to invest in Xinhui Lian Semiconductor Technology Co., Ltd. (Xinhui Lian), a semiconductor equipment company, and control 54.6342% of its voting rights.
➁ Baobao Chemical, a chemical company specializing in the production, research, and sales of industrial biocides, has been seeking a second growth curve due to the decline in its main business performance.
➂ Xinhui Lian, a semiconductor equipment company founded in 2019, has completed three rounds of financing and is a national special-purpose and new small giant.
- SBI President Blasts FOXSEM's Chairman for Dishonesty
WeChat Official Account
➀ SBI President criticizes FOXSEM Chairman for dishonesty over the cancellation of their joint venture in Japan;
➁ The joint venture was to build a 12-inch wafer fabrication plant in Japan, with government subsidies and industry resources involved;
➂ FOXSEM cited risks as the reason for terminating the agreement, but SBI President argues that this is untrustworthy and in violation of previous commitments.
- Chairman and Deputy Chairman Resign!
Unigroup Weigao Microelectronics
➀ Ma Daojie and Xie Wengang resigned as Chairman and Vice Chairman of Unigroup Weigao Microelectronics due to work adjustments, but still retain their director positions;
➁ Chen Jie, the joint president of the new Unigroup, was elected as the new Chairman of Unigroup Weigao Microelectronics;
➂ Ma Daojie was appointed as the Deputy Chairman;
➃ Chen Jie has a rich academic and industry background, and has been serving as a director of Unigroup Weigao Microelectronics since August 2023;
➄ Ma Daojie has extensive industry background and management experience, and has made significant contributions to the company during his tenure at Unigroup Weigao Microelectronics.
- Silicon Through-Silicon Via (TSV) 3D Integration Technology and Applications
微信公众号
➀ Professor Ma Shenglin of Xiamen University will participate in and lecture at the '66th 'Microscopy and Microfabrication' Training Course: MEMS Manufacturing Process' from October 18 to 20, 2024;
➁ Ma Shenglin is a professor, doctoral supervisor, and conducts research in advanced semiconductor packaging (TSV, 3D SIP, MEMS), 3D radio frequency micro-system integration, and implantable electronic micro-system packaging;
➂ The course will cover the development history and latest progress of TSV 3D integration technology, key process issues, and potential solutions, along with typical application cases such as microfluidic cooling, radio frequency, and photonic micro-systems.
October 14
- The Soul of China's Manufacturing: The 'Insignificant' Component
微信公众号
➀ Apple's COO Jeff Williams visited the Shenzhen Application Research Laboratory, marking the expansion of Apple's presence in China.
➁ Lin Zhi Zao, a key supplier to Apple, showcases its evolution from a simple component manufacturer to a global leader in precision manufacturing.
➂ The article highlights the 'craftsman spirit' and 'lean production' as key factors in China's manufacturing growth.
➃ Lin Zhi Zao's focus on vertical integration and innovation has positioned it as a 'hidden champion' in the industry.
- Nghe An Luxshare's New Factory Starts Producing Apple Apple Watch, Production Capacity Grows Threefold
Unknown
➀ The new Apple Watch factory of Nghe An Luxshare in Vietnam has started production and shipment, with products already sold to the Chinese market in 2024.
➁ Luxshare Precision Group expanded the second phase of investment in Nghe An Luxshare, tripling the scale compared to the first phase.
➂ The project is expected to provide 22,000 jobs and has a designed annual production capacity of 108.8 million pieces, including Apple Apple Watch.
- Semiconductor Distributors Winyun and Avnet Post Record-Breaking Performance
Unknown
➀ The performance of Winyun and Avnet in the semiconductor distribution sector has been remarkable, with Avnet's September revenue surpassing NT$100 billion for the first time.
➁ The revenue of Winyun for the third quarter reached a new high, with a total of NT$25.907 billion, marking a 24.6% increase quarter-on-quarter and a 38.3% increase year-on-year.
➂ The overall revenue of Winyun has grown by about 72% year-on-year to NT$69.76 billion.
- The Night Before the GPU Bubble Burst: Renting H100 for $2/hour
芯东西
➀ The AI industry's annual revenue exceeds $600 billion, which is enough to pay for data centers and AI infrastructure such as GPU cards. However, the spending on GPU infrastructure is still controversial.
➁ The rise and fall of the H100 GPU market, from its initial leasing price of $4.70/hour to the current price of less than $2/hour, indicates a potential bubble in the GPU market.
➂ The author suggests that users should rent rather than buy computing power when needed, as the market is oversupplied with H100 computing power.
- 28-Year-Old IBM Employee Accuses Chairman of 'Seven Sins': IBM Greater China Responds
芯智讯
➀ A 28-year-old IBM employee, Li Hongyan, has publicly accused the Chairman of IBM Greater China, Chen Xudong, of several wrongdoings including violating company policies, accepting bribes, breaching confidentiality agreements, making poor decisions, favoritism, and retaliating against employees.
➁ Li, the former General Manager of IBM China's Data, AI & Automation business, claims that Chen's actions led to his termination and that it was a form of retaliation.
➂ Chen Xudong has a history of working in senior positions in companies like Lenovo and Tsinghua Unigroup before joining IBM in 2022.
➃ IBM has responded by stating they will thoroughly investigate any violations of their business conduct guidelines.
- Yiyue Technology Semiconductor High Purity Electronic Process Equipment Production and Manufacturing Base Project Successfully Launched
Weixin Official Accounts Platform
➀ The launch ceremony and 10th anniversary celebration of Yiyue Technology's semiconductor high purity electronic process equipment production and manufacturing base project were successfully completed on October 12, 2024;
➁ The project, located in the Hefei Xinqiao Technology Demonstration Area, covers an area of about 20 acres and has a total building area of about 20,000 square meters;
➂ After the project is put into production, it will have a production capacity of 2,500 special gas equipment, 180 complete sets of chemical equipment, 480 tail gas treatment equipment, and 60 complete sets of gas production equipment per year, effectively filling the gap in the process medium transportation equipment industry in Hefei Economic and Technological Development Zone's integrated circuit industry.
- AMD Announces Fifth-Generation EPYC Release: One Server to Replace Seven
Weixin Official Accounts Platform
➀ AMD has captured over 30% of the server processor market share with its EPYC series CPUs since 2018;
➁ AMD released the EPYC 9005 series processors based on Zen 5 and Zen 5c architectures;
➂ The new processors offer a 17% IPC improvement over the previous generation;
➃ The Zen 5c series starts with 96 cores and can go up to 192 cores, with support for hyper-threading technology;
➄ AMD's EPYC 9005 series features a new SP5 slot platform and supports up to 5 GHz frequencies;
➅ In performance tests, the EPYC 9005 series showed an IPC improvement of about 17% overall and 37% in AI and HPC scenarios;
➆ AMD highlights the performance benefits of its new processors in video encoding, finite element analysis, and computational fluid dynamics simulations.
- Big Computing Era Trends and Core Optoelectronic Devices in Optical Communication Networks
光通信女人
➀ The year 2024 has seen rapid commercialization of high-speed optical modules based on AI infrastructure, with many details of technical and viewpoints from various manufacturers.
➁ The theory of coherent modules is basically mature, and the industry is gradually optimizing and developing towards high bandwidth, high capacity, and low power consumption, including technologies such as C+L band amplifiers, large bandwidth InP technology, thin film lithium niobate technology, and silicon photonics.
➂ Next-generation high-capacity communication options include multi-core fibers and air-core fibers, which have theoretical advantages of low latency, high capacity, long distance, and high fidelity, but also face some research challenges.
- An Overview of AMD EYPC Zen4 Processor Architecture Design
Not specified
➀ AMD EPYC CPU product evolution is reviewed from Naples to Genoa;
➁ The reasons for AMD's success in the server CPU market are summarized;
➂ The chip structure of AMD EPYC Zen3 CPU is explained;
➃ The internal design of CCD and IOD is detailed;
➄ The single-platform architecture of AMD EPYC 9004 is described;
➅ The dual-platform architecture of AMD EPYC 9004 is explained;
➆ AMD Zen4 Genoa product specifications are listed.