Recent #AI Chip news in the semiconductor industry

4 months ago

➀ The U.S. Commerce Department prohibits global use of Huawei's Ascend AI chips, citing violations of export controls due to alleged use of U.S. technology;

➁ Nvidia views Huawei as a formidable competitor but highlights challenges in replacing its dominance, as Huawei faces sanctions limiting access to advanced chipmaking tools;

➂ The crackdown underscores U.S. efforts to maintain AI leadership, even as Chinese firms like Biren and Moore Threads emerge as potential long-term challengers.

AI ChipHuaweiNVIDIA
4 months ago

➀ The U.S. Department of Commerce's BIS banned the use of Huawei’s Ascend 910B/C/D AI chips, claiming they utilize U.S. technology, with violators facing severe penalties;

➁ Huawei’s Ascend 910C-based servers reportedly outperform NVIDIA’s most powerful GPUs, but production shortages limit their availability even for Huawei itself;

➂ BIS revoked the AI Diffusion Rule and plans new regulations, potentially easing restrictions for U.S. companies exporting AI chips to China.

AI ChipHuaweiNVIDIA
4 months ago

➀ NVIDIA has reportedly raised GPU prices by 5-15% across most product lines, driven by rising manufacturing costs and tariffs;

➁ AI GPUs like H200/B200 face the steepest hikes (up to 15%), while gaming GPUs see 5-10% increases, with RTX 50 series prices doubling in some channels;

➂ Despite export restrictions impacting $5.5B in Chinese AI chip sales, strong global AI demand and cloud service investments are expected to keep NVIDIA's earnings stable.

AI ChipGPUNVIDIA
4 months ago

➀ VSORA secures $46 million from investors including Otium, Omnes Capital, and the European Innovation Council Fund to advance AI chip development;

➁ Funding will accelerate production of Jotunn8 (J8) inference chip, targeting silicon completion in 2025;

➂ Partnerships with semiconductor industry leaders ensure access to advanced technologies and manufacturing capabilities.

AIAI Chipsemiconductor
4 months ago

➀ Huawei plans to sample its Ascend 910D AI processor by late May, targeting competition with NVIDIA's 2022-era H100 GPU;

➁ Mass production of the 910D is slated for Q1 2026 using SMIC's 7nm process, with a focus on datacenter efficiency;

➂ While the 910D matches H100 in AI inference tasks, it lags in training performance, though rack-scale configurations may narrow the gap at the cost of energy efficiency.

AI ChipHuaweiNVIDIA
4 months ago

➀ ChEmpower raised $18.7 million in Series A funding co-led by M Ventures and Rhapsody Venture Partners, with participation from Intel Capital and other investors, to scale its wafer planarization technology;

➁ The company's abrasive-free chemical mechanical planarization (CMP) solutions reduce defects, improve chip yield, and conserve water usage, addressing sustainability challenges in semiconductor manufacturing;

➂ The funding will accelerate commercialization, talent acquisition, and global fab adoption to support advanced AI chip production at sub-10nm nodes, driven by rising demand for high-performance semiconductors.

AI Chipsemiconductor
4 months ago

➀ The article highlights the emerging humanoid robotics market, noting fewer than 20 companies globally developing such technology, including three UK-based firms focused on domestic and industrial applications;

➀ Ed explores leveraging UK government support to position the nation as a 'humanoid robot superpower,' citing bullish market forecasts ($36B by 2035 from Goldman Sachs, $7T by 2050 from Citigroup);

➂ The narrative humorously touches on potential use cases, from companion robots to government-backed robotic staff, while showcasing Ed's practical adoption of a robot receptionist in his office.

AIAI Chipsemiconductor
5 months ago

➀ Ayar Labs has unveiled the world's first UCIe optical chiplet, designed to eliminate data bottlenecks, reduce latency, and cut power consumption while enabling interoperability between chiplets from different vendors.

➁ The TeraPHY chiplet offers 8 Tbps bandwidth and is powered by Ayar Labs' 16-wavelength SuperNova light source, making it suitable for scalable AI architectures.

➂ AMD supports the UCIe standard, recognizing its importance in driving innovation and meeting the needs of AI scale-up solutions.

AIAI ChipAMDChipletUCIe
5 months ago

➀ SHENMAO America, Inc. introduces PF606-P lead-free solder paste for the advanced 'Reverse Hybrid' assembly process, which enhances product reliability and increases manufacturing yields for cutting-edge electronics.

➁ The 'Reverse Hybrid' process combines SAC solder paste with BGA components featuring low-temperature solder (LTS) balls, resulting in a homogeneous SAC-LTS solder joint that improves thermal cycling and drop test performance.

➂ This method offers superior printability, solderability, and minimal voiding, making it ideal for next-generation advanced packages like CPUs, while maintaining standard SAC reflow conditions and simplifying integration.

AI ChipEDAHPCMicrochipsemiconductor
5 months ago

➀ A prototype for an E-Bike terminal has been developed at the Hochschule Karlsruhe (HKA) as part of a project aiming for sustainable mobility;

➁ The terminal is constructed primarily from renewable resources (wood) and is designed to be replicable in other locations;

➂ The project includes a solar power system to charge the E-bikes and features social components such as a meeting point for students and staff.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
5 months ago

➀ The Fraunhofer IPMS is involved in a research project called InSeKT to develop new technological approaches for integrating AI at the edges of IT networks.

➁ The project aims to enable complex calculations directly where data is generated, improving data protection and real-time capabilities.

➂ Fraunhofer IPMS is working on sensor technology, including gas analysis using IMS, near-infrared photodetector evaluation, and adapted use of CMUTs for improved imaging.

AIAI ChipData ProcessingEdge AIRecyclingenvironmental monitoringgamingmedical technologysemiconductorsensor
5 months ago

➀ This study explores the development of chitosan-silanized hexagonal boron nitride (hBN) nanocomposite films;

➁ It focuses on their structural, mechanical, and barrier properties;

➂ The research aims to enhance the performance of biodegradable polymer films, overcoming limitations of chitosan.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
5 months ago

➀ Keysight Technologies推出新一代嵌入式安全测试台,提供可扩展和高性能的PXIe解决方案,简化现代半导体和嵌入式系统的安全性测试工作流程。

➁ 测试台通过模块化设计整合关键组件,如示波器、信号接口、放大器和触发生成器,提升效率并减少复杂性。

➂ 该平台支持未来扩展,能够适应不断变化的测试需求,同时确保测试结果的一致性和重复性。

AI ChipEDAHPCSoftwaresecuritysemiconductor
5 months ago

➀ MinebeaMitsumi has announced a tender offer to acquire thermistor specialist Shibaura Electronics to save it from a hostile takeover bid from Taiwan's Yageo Corp.;

➁ Shibaura Electronics, with a 13.5% world market share in thermistors, is a key player in vehicles, wind turbines, and industrial robots;

➂ Yageo Corp. plans to make a takeover bid on May 7th, offering $29 per share, but MinebeaMitsumi is offering $31 per share, totaling $485 million for the company.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
5 months ago

➀ Ed在日记中透露,关税问题让他感到自豪,他预见到这将是Liz Truss故事的翻版,并相应地应对。

➁ 到周二晚上,关税已使全球股市价值蒸发10万亿美元,而到周四早上,股市又上涨了6万亿美元。

➂ 所有金融人士都说,当政府债券开始抛售时,总统将改变方向,就像Liz在她预算后大量出售金边债券时那样。

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
5 months ago

➀ Silex Technology has launched the AMC Edge System-on-Module (SoM), EP-200Q, which is powered by the Qualcomm Dragonwing™ QCS6490 processor and offers high-performance edge AI capabilities in a very small form factor.

➁ The EP-200Q integrates Wi-Fi 7 drivers and is optimized for industrial and healthcare IoT devices requiring power efficiency and rapid deployment.

➂ It features an octa-core CPU, Hexagon DSP, and a 12-TOPS AI engine, along with long-term availability through the Qualcomm Product Longevity Program.

AIAI ChipAI PCChipletEDAEdge ComputingHPCMicrochipQualcomm
5 months ago

➀ Photonic computing chips, which combine light and electricity, have been proven to enhance computing performance while reducing energy consumption compared to traditional electronic chips.

➁ Two recent studies demonstrated the capabilities of integrated photonic and electronic chips in performing key AI operations like multiplication and accumulation more efficiently.

➂ A large-scale photonic accelerator and another processor showed promising results in solving complex computational tasks and executing AI models such as BERT and ResNet with high accuracy.

AIAI ChipPhotonicscomputingenergy efficiency
5 months ago

➀ Hamamatsu Photonics Europe has launched NZConnectMD Scan, an image acquisition platform for digital pathology workflows.

➁ The software allows for centralized control of multiple NanoZoomer MD Series scanners.

➂ Key features include barcode-based slide tracking, workflow balancing, and space optimization.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor