Recent #AI PC news in the semiconductor industry

11 months ago
➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTITSMCautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
11 months ago
➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxMobileNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
about 1 year ago
1. AMD unveiled the Zen 5 CPU microarchitecture at Computex 2024, introducing two new client platforms: Ryzen AI 300 series for laptops and Ryzen 9000 series for desktops. 2. The Ryzen AI 300 series, code-named Strix Point, features a new XDNA 2 NPU promising 50 TOPS of performance and upgraded RDNA 3.5 integrated graphics. 3. Zen 5 architecture shows significant improvements over Zen 4, with higher instructions per cycle and advancements in both graphics and AI performance.
AI PCAMDZen 5
10 months ago
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.
2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
10 months ago
➀ ByteDance, owner of TikTok, remains the world's most valuable unicorn with a valuation of $225 billion, surpassing SpaceX and OpenAI. ➁ OpenAI raised $6.6 billion in fresh funding, doubling its valuation to $80 billion. ➂ The top list also includes companies from the apparel, fintech, and software sectors, with ByteDance, OpenAI, and Databricks focusing on AI and genAI.
AIAI PCSoftwaregaming
11 months ago
➀ Imec spin-off Brailsports is developing a platform for optimizing athlete training volumes and schedules based on data analysis; ➁ The platform uses AI models to estimate individual athlete fitness and fatigue, improving performance and reducing injury risk; ➂ The platform is currently operational at cycling team Lotto Dstny, with positive results.
2nm3nmAIAI ChipAI PCAMDArmAsusCoolingDellGDDRGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSoftwareSwitchTIautomotivecybersecuritygamingiosmemorymonitorsemiconductor
12 months ago
➀ The traditional PC market is expected to remain flat in 2024 with 261 million units shipped, while the tablet market is forecast to grow by 7.2% year-over-year, leading to a 2.6% overall growth for PCs + tablets. ➁ Excluding China, the global traditional PC market would have grown by 2.8%, but China's economic challenges have impacted PC sales, though Huawei has sustained domestic tablet demand. ➂ IDC predicts a 4.3% year-over-year growth for traditional PCs in 2025 due to the end of Windows 10 support, which could also benefit Apple's market share. ➃ AI PC adoption is driven by the need for new PCs rather than a specific demand for AI functionality.
AI PCAppleIDCPCTabletWindows 10market growth
about 1 year ago
➀ Intel officially announced the Lunar Lake (Core Ultra 200 series) AI PC chip at Computex 2024, with a comprehensive computing power of 120TOPS. ➁ The upcoming Panther Lake, based on Intel's 18A (1.8nm) process, will feature advanced technologies like hybrid bonding and wafer-to-wafer stacking. ➂ Panther Lake will offer up to 16 CPU cores and 12 Xe3 GPU cores, significantly enhancing AI and graphics performance.
1.8nm ProcessAI PCIntel
about 1 year ago
➀ AMD introduces Ryzen AI 300 chips, aiming to enhance AI PC capabilities. ➁ The company focuses on a three-pillar strategy: robust software stack, performant hardware, and open-source solutions. ➂ AMD collaborates with Microsoft and other partners to ensure a seamless AI experience on their platforms.
AI PCAMDRyzen AI
about 1 year ago
❶ Intel's Lunar Lake processors, aimed at thin and light notebooks, are almost entirely outsourced, leading to higher costs. ❷ The upcoming Panther Lake and Clearwater Forest processors, made using Intel's 18A process technology, promise better performance and lower costs. ❸ Intel plans to ramp up production of Lunar Lake to meet market demand, despite its high costs.
AI PCIntelcpu