➀ Nvidia introduces the Blackwell architecture for creators and professionals, focusing on video, image, and audio editing, 3D rendering, and more; ➁ AI and machine learning advancements, including the new LLM Flux and 3D scene-guided image generation; ➂ Improved video codec support and performance, with triple NVENC blocks on the RTX 5090 and enhanced AV1 and HEVC quality.
Recent #AI Chip news in the semiconductor industry
➀ AI servers are expected to account for 70% of the server market in 2025, with a total value of $298 billion. ➁ AI server shipments are forecasted to grow by nearly 28% YoY in 2025. ➂ NVIDIA's Blackwell platform chips are set to be the main offerings for high-end GPUs by 2025.
➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
➀ China currently lacks a company that can fully match Broadcom in the AI chip ASIC field;
➁ Broadcom, as a global leader in semiconductor and infrastructure software solutions, has made significant achievements in AI;
➂ Baidu, Apple, and AMD have grown through self-developed technology, while Broadcom has focused on acquisition to become a tech giant.
➀ Cambrian Era's stock has surged, with its market value reaching over 240 billion yuan, and its stock price has increased by nearly 340% this year.
➁ The reason behind Cambrian Era's strong stock performance includes its inclusion in the Shanghai Stock Exchange 50 Index, which requires funds tracking the index to buy Cambrian Era's shares passively.
➂ Despite the high valuation, Cambrian Era has never made a profit in its 7-year history, raising concerns about its sustainability.
➀ NVIDIA, AMD, and Intel have jointly invested in Ayar Labs, a startup that specializes in optical I/O solutions for large-scale AI workloads.
➁ Ayar Labs has raised $155 million in funding from investors including NVIDIA, AMD, Intel, and GlobalFoundries, valuing the company at over $1 billion.
➂ The company's optical I/O technology aims to redefine AI infrastructure by overcoming the bottlenecks of traditional copper interconnects.
➀ Scientists and engineers from UKAEA and the University of Bristol have created the world's first carbon-14 diamond battery; ➁ The battery leverages the radioactive isotope carbon-14 to produce a diamond battery with a potential lifespan of thousands of years; ➂ The technology could be used in medical devices and extreme environments, providing continuous power for decades.
➀ Researchers from City University of Hong Kong have observed a new vortex electric field with potential applications in enhancing future electronic, magnetic, and optical devices; ➁ The research, published in Science, could lead to improved memory stability and computing speed, as well as impact quantum computing, spintronics, and nanotechnology fields; ➂ The team developed an innovative ice-assisted transfer technique to create twisted bilayers with a wide range of twist angles, leading to the discovery of a 2D quasicrystal that may enhance various device capabilities.
➀ Amazon is investing heavily in AI cluster construction with large-scale deployment of Hopper and Blackwell GPUs.
➁ AWS has allocated billions of dollars in capital expenditures to Trainium2 AI clusters.
➂ The article discusses the limitations of AWS's previous Trainium1 and Inferentia2 chips and the advancements made with Trainium2.
➀ Tenstorrent, Jim Keller's AI chip startup, has closed a significant Series D round worth approximately $693 million. The startup is valued at $2 billion. ➁ The company's AI platform is built on RISC-V cores and uses Ethernet for scaling. ➂ Tenstorrent has around $150 million in closed deals and has received investments from Samsung, LG Technology Ventures, and Hyundai Motor Group, among others.
➀ OpenAI CEO Sam Altman is leading a $150 million funding round for Rain AI; ➁ Rain AI is a semiconductor startup aiming to rival Nvidia's dominance in the AI chip market; ➂ This investment values Rain AI at $600 million, following a $25 million seed round in 2022 where Altman was a major investor.
➀ Nvidia predicts higher revenue for the fourth quarter, but falls short of some investor expectations.
➁ The company's new Blackwell AI chip is well-received by customers, but will initially impact gross margins.
➂ Despite the growth in demand for Nvidia's chips, which are crucial for complex AI systems, the growth rate has slowed significantly compared to previous quarters.
➀ Huawei's Ascend AI chip progress stalls due to US sanctions; ➁ The 7nm node lags behind TSMC by eight years; ➂ Huawei struggles to secure EUV equipment from ASML.
➀ The University of Siegen will host two major international conferences, CARV and MCPC 2025, focusing on future industrial challenges such as handling global disruptions in production and supply chains and developing intelligent systems for customized product manufacturing. ➁ The conferences will take place from September 9 to 12, 2025, with experts from around the world expected to discuss current developments and future challenges under the theme 'New Paradigms for Anticipated Uncertainty'. ➂ The two conferences, CARV and MCPC, will address complementary topics: CARV on agile and reconfigurable production systems and sustainable manufacturing processes, and MCPC on the use of digital technologies and product personalization through individual mass production.
➀ Gii, a nanomaterial, is found to be highly detective in broadband photodetectors, potentially leading to faster fiber optic networks, more detailed medical imaging, and better environmental monitoring; ➁ The research suggests Gii can replace multiple materials, reducing costs and improving device designs; ➂ Gii's versatile applications include telecommunications, medical diagnostics, environmental monitoring, and more.
➀ lowRISC CIC and SCI Semiconductor collaborate to tape out the Sonata design; ➁ The collaboration aims to move CHERI technology to commercial adoption; ➂ The project is funded by UKRI and focuses on the ICENI device family for OT applications.
➀ Graphcore, the AI chip designer based in Bristol, is set to add 75 new jobs, increasing its workforce by 20% to approximately 450 people. ➁ The roles span various disciplines such as silicon design, hardware, datacenter infrastructure, software, and AI research. ➂ Graphcore's CEO, Nigel Toon, emphasizes the company's commitment to being a leading-edge workplace in its field.
➀ Introducing the Elegoo Neptune 4 Pro 3D printer at an affordable price; ➁ Review highlights fast print speeds and excellent quality; ➂ Special discount available on Elegoo's website
➀ President Trump's victory could be bad for Intel's turnaround if the Chips Act is repealed; ➁ Trump's criticism of the chip deal and his support for tariffs as an alternative; ➃ The potential repeal of the Chips Act by House Speaker Mike Johnson; ➄ The importance of a domestic US source for leading-edge chips and Intel's role in this; ➅ The two courses of action for the Americans: granting Intel full funding or using military influence.
➀ Researchers from Queen Mary University of London have developed new nanocomposite films from starch, offering a sustainable alternative to petroleum-based materials; ➁ The films are made from abundant natural polymer starch and highly conductive MXene, with potential applications in electronics and sensing; ➂ The nanocomposites can be tailored for various uses, including wearable technology and healthcare, and are biodegradable.