1. TSMC introduces A16 chip manufacturing technology using ASML's High-NA EUV machines, set for production by 2026; 2. The technology enhances transistor density and power efficiency, targeting AI and high-performance computing chips; 3. TSMC aims to maintain leadership against competitors like Intel and Samsung in advanced semiconductor processes.
Recent #AI Development news in the semiconductor industry
➀ The inauguration of President Trump last month appears to have had a transformative effect on our government.
➁ The new US administration’s robust attitude to AI has found a responsive cord in the hearts and minds of our ministers.
➂ A bill proposing safeguards for AI programmes was proposed but delayed until summer.
➀ The National Supercomputing Internet Platform announced the 'AI Ecosystem Partner Acceleration Program', offering free 3-month use of DeepSeek API and a 10 million card-hour computing power pool.
➁ OpenAI CEO Sam Altman emphasized that the company does not sell and expressed willingness to acquire Twitter if Musk is willing to talk.
➂ Altman also expressed willingness to cooperate with China in the field of artificial intelligence and said it is very important.
➀ Ed在日记中透露，DeepSeek现象的盈利潜力在于它向所有人，甚至政治家们表明，AI发展不仅仅是为那些拥有大量数据中心的大公司准备的，而是为中小企业、大学、初创公司和个人准备的；
➁ Ed与Greaser讨论了ScunthorpeAI团队如何为数百万人创建AI模型，以及他们如何使用LLM和API访问模型数据；
➂ Ed提出了一个名为Handyman的服务，旨在处理人类觉得繁琐的任务，如处理税务、预订奖励航班、选择和收集租赁汽车、选择药物、填写复杂表格等。
1. China unveiled DeepSeek, challenging other advanced language model AIs and questioning the effectiveness of technology curbs; 2. U.S. elites' skepticism and reluctance to replace the UK in international finance indicate the 'Open Door' policy is not ready for prime time; 3. The Russian ruble's 15% appreciation is a distortion, but its GDP weight in BWCI is only 2.4% according to the World Bank.
➀ ST plans to sample the first module from its collaboration with Qualcomm; ➁ The ST67W611M1 module contains a Qualcomm QCC743 multiprotocol connectivity SoC; ➂ The module supports Matter protocol over Wi-Fi for future-proof connectivity.
➀ Vietnam's Prime Minister and NVIDIA CEO signed a cooperation agreement to establish an AI R&D center and data center in Vietnam;
➁ The Prime Minister praised NVIDIA's contribution to Vietnam's development through AI technology;
➂ NVIDIA's CEO expressed high praise for Vietnam's potential in AI and technology development;
➃ Vietnam plans to invest in infrastructure and human resources to integrate into the global semiconductor supply chain;
➄ Vietnam's semiconductor industry is attracting global attention, and the government has announced a strategic development plan to deepen integration into the global supply chain;
➅ Vietnam's policy support for the semiconductor industry is driving industry upgrades and positioning the country as a key player in the global supply chain.
➀ Apple's AI-powered Siri update, initially planned for iOS 19, has been delayed, highlighting Apple's struggles in AI development.
➁ The integration of advanced AI features is behind schedule, with a modernized Siri not expected until iOS 20 in 2027.
➂ Competitors have surpassed Apple, and internal challenges, including leadership and resource issues, hinder progress.
➀ Sam Altman 宣布 OpenAI 取消了 o3 模型的全面发布，理由是模型和产品复杂性的增加，并希望简化产品线。
➁ OpenAI 将所有精力集中在 GPT-5 的发布上，该模型将融合 o3 的元素。
➂ Altman 上个月警告 AI 粉丝，不要对 OpenAI 向超级智能发展的进展抱有过高期望。
➀ Google CEO Sundar Pichai expressed interest in comparing Google's and Microsoft's AI models side-by-side; ➁ Pichai weighed in on the conversation surrounding AI and its development, discussing challenges in scaling AI models; ➂ Pichai criticized Microsoft's deep investment in OpenAI and its use of OpenAI's GPT models in the Copilot app.
1. Thirdwave introduces new workstations for AI development with powerful hardware; 2. The raytrek Workstation N8630 features up to 4 RTX 6000 Ada GPUs and a high-performance CPU; 3. The company also announces the development of its own AI model, raytrek AI, for business data analysis.
➀ The surge in AI demand is driving the need for increased chip production, but the expansion of chip factories is hindered by a shortage of skilled professionals. ➁ TSMC's revenue in July surged by nearly 45% due to strong AI chip demand, yet investors are increasingly cautious about the risks posed by the lack of engineers and technicians. ➂ The U.S. has invested heavily in expanding chip capacity, but faces a severe shortage of 160,000 engineering and technical support personnel, with only about 1,500 engineers and 1,000 technicians joining annually. ➃ South Korea and other countries also face significant labor shortages in the chip industry, complicating the establishment and operation of new factories. ➄ AI's role in chip manufacturing is currently limited to design and testing; actual production still requires experienced engineers, indicating that AI alone cannot solve the labor shortage issue in the short term.
1. Infineon Technologies introduces a new evaluation kit for embedded, Edge AI, and Machine Learning system designs; 2. The PSoC 6 AI Evaluation Kit enhances real-time performance and power efficiency; 3. The kit includes various integrated sensors and connectivity options, and supports custom and off-the-shelf ML models.
1. The article discusses the assumption that more data leads to better decisions in generative AI, contrasting it with human decision-making processes. 2. It argues that AI lacks real-world knowledge and emotional intelligence, which are crucial for effective decision-making. 3. The author questions the sources of truth used in AI training and suggests that without significant customer adoption or a killer app, AI development may come to a halt.