➀ TSMC dominates 2nm/3nm foundry with over 90% market share, achieving $60.5B H1 2025 revenue;

➁ 2nm HVM to start in Q4 2025 with early yield success;

➂ Global expansion includes profitable Arizona fab and 1.4nm R&D under Taiwan's tech protection laws

➀ Lenovo unveiled the ThinkBook VertiFlex Concept, featuring a 14-inch display that manually rotates between landscape and portrait modes without keyboard adjustment;

➁ The Smart Motion Concept dock integrates AI-driven motorized gimbals to track user movements and voice, optimizing ergonomic positioning;

➂ Both concepts emphasize Lenovo's experimental approach, potentially influencing future commercial products despite uncertain release timelines.

➀ Researchers from UCL, Google DeepMind, and Intrinsic developed RoboBallet, an AI system enabling rapid coordination of multiple industrial robots through graph neural networks and reinforcement learning;

➁ The system generates movement plans in seconds, supports up to 40 tasks with eight robotic arms, and adapts to unseen factory layouts for applications in manufacturing and construction;

➂ Future improvements aim to expand capabilities to sequential operations and heterogeneous robot teams while maintaining real-time adaptability.

➀ The ZKI Autumn Conference 2025 at the Leibniz Supercomputing Centre (LRZ) explores the future of data processing, focusing on quantum computing, AI hardware, and photonic computing paradigms;

➀ IBM's Dr. Heike Riel highlights efforts to advance quantum technologies, AI physics, and novel computing frameworks;

➀ The LRZ pioneers energy-efficient photonic AI computing using Q.ANT's analog photonic server, positioning Germany as a leader in post-CMOS technologies.

➀ Professor Paul Motzki at Saarland University secured an ERC Starting Grant (€1.5 million) to advance elastocaloric cooling technology, combining shape memory alloys and dielectric elastomer actuators;

➁ The eco-friendly elastocaloric method uses nickel-titanium alloys for heating/cooling without harmful refrigerants, achieving 20°C temperature differentials, with potential for multi-stage systems;

➂ Motzki’s team also leads EU projects like the EIC Pathfinder (prototype air conditioning) and SmiLE (smart medical implants), leveraging AI for sensor-free actuator control and innovative cooling applications.

① U.S. Senate proposes GAIN AI Act to prioritize domestic sales of advanced AI GPUs, potentially banning exports of high-end chips;

② NVIDIA criticizes the bill as 'self-defeating' and warns it could undermine U.S. global AI leadership;

③ The act sets strict technical thresholds (e.g., 2,400 TPP score) that would restrict even mid-tier GPUs like H20 from being exported.

➀ The new-generation smartTOOL features enhanced sensors and electronics for monitoring process forces and vibrations in all directions, with sampling rates up to 10 kHz for high-frequency detection;

➁ Its compact, robust design reduces space by 25%, supports multiple spindle geometries, and uses wireless energy harvesting for autonomous operation without external power;

➂ Integrated with the AI-driven ECC4P Edge Cloud system, it enables real-time production monitoring and automation, debuting at EMO Hannover 2025.

➀ Hyperscale data centers face scaling and memory access challenges for large AI models requiring trillions of parameters;

➁ Synopsys leads the UALink consortium, an open standard for AI accelerator communication, co-developed with over 100 companies including AMD, Meta, and Microsoft;

➂ Synopsys' UALink and Ultra Ethernet IP solutions enable clusters of 1,024 accelerators and 1 million nodes, addressing bandwidth, latency, and memory sharing for AI infrastructure.

➀ AI accelerates semiconductor R&D through automated analog/digital design flows, reducing analog design time from months to days;

➁ STMicroelectronics employs AI for eco-design, optimizing energy use in chips and enabling green technologies like smart grids and solar farms;

➂ Federated learning proposed for academic prototyping, allowing collaborative AI model training while protecting sensitive chip design/IP data.

➀ Highlights key technology and semiconductor-related stories from late August 2025;

➁ Features a collection of videos and podcasts covering industry trends;

➂ Provides a curated roundup of developments in AI, HPC, and related sectors.

➀ Perforce will host a webinar on September 10 to discuss the risks and trustworthiness of using GenAI in chip design, featuring expert Vishal Moondhra;

➁ Key concerns include data liability, lack of training traceability, high error costs, and data quality issues in mixing external/internal IP;

➂ The webinar will explore solutions for managing AI model provenance and implementing traceable design workflows using Perforce IPLM tools.

➀ PDF Solutions has over 30 years of experience in semiconductor manufacturing and yield optimization, evolving into an AI-driven data platform addressing 3D innovation, supply chain complexity, and operational efficiency;

➁ Its cloud-based infrastructure manages 2.5PB of manufacturing data, facilitating collaboration across design, production, and global supply chains through tools like contactless eProbe wafer testing;

➂ The company emphasizes fearless creativity in solving industry challenges, partnering with hyperscalers and integrating open platforms for ecosystem-wide innovation.

➀ Menlo Micro leverages MEMS-based Ideal Switch technology to overcome limitations of traditional relays and solid-state switches in RF and power systems;

➁ Key applications include semiconductor testing for AI GPUs (accelerating PCIe Gen6/7 testing), aerospace beamforming systems, and smart power grids with 1000VDC/125A modules;

➂ Proprietary metallurgy enables 10x size reduction, billion-cycle durability, and operation from -273°C to +150°C, addressing thermal and signal integrity challenges.

➀ Global semiconductor market surged to $180 billion in 2Q 2025, up 19.6% YoY, led by NVIDIA's $45B revenue and robust memory sector growth;

➁ Memory giants SK Hynix (26% QoQ) and Micron (16%) drove gains, while tariffs and AI demand shaped market dynamics;

➂ 2025 full-year growth forecasts revised to 13-16%, with uncertainties around U.S.-China trade tensions and smartphone market declines.

➀ SK Hynix surpassed Samsung in Q2 2025 with $9.66B memory revenue (36.2% market share), marking its first leadership since 1983.

➁ Dominance driven by HBM3/HBM3E supply for NVIDIA's AI GPUs, while Samsung faced delays and price cuts in the HBM race.

➂ The shift signals AI-centric demand reshaping memory industry profits, with SK Hynix advancing HBM4 R&D and Samsung seeking AMD/startup partnerships.

➀ MLPerf Client 1.0 introduces a user-friendly GUI and expands support for Meta's Llama 2/3.1, Microsoft Phi, and experimental models;

➁ Enhanced hardware acceleration paths now cover Qualcomm, Apple, Intel, and NVIDIA devices via diverse SDKs and frameworks;

➂ New tasks like code analysis and large-context summarization enable deeper evaluation of AI performance across integrated and discrete hardware.

➀ Fraunhofer IOSB and partners developed an AI system for predicting shared mobility availability, improving intermodal transportation planning with real-time and historical data;

➁ The AI integrates into the GBFS standard, enabling routing apps to offer optimized, eco-friendly route suggestions combining public transit, bikes, and e-scooters;

➂ A public study showed 90% of users find AI predictions helpful, with 20% willing to reduce car usage, highlighting AI's role in advancing sustainable mobility.

➀ The Fraunhofer Institute and partners developed an AI-based system in the DAKIMO project to predict availability of shared vehicles (e-bikes, scooters) and integrate intermodal route planning via apps;

➁ The system extends the global GBFS data standard to include AI-driven availability forecasts, aiming to simplify sustainable travel by combining public transport and shared mobility;

➂ A study shows 90% of users find the AI predictions helpful, and 20% would switch from private cars to public options, supporting climate goals.

➀ Neuromorphic computing addresses the limitations of von Neumann architectures by mimicking the brain's parallel processing for energy-efficient AI tasks like computer vision and autonomous systems;

➀ Key innovations include synaptic plasticity integration and in-memory computing using technologies like ReRAM, enabling real-time learning and reduced power consumption;

➂ Emerging quantum tunneling advancements could further enhance computational intelligence in next-gen neuromorphic hardware.

➀ The global 5G Mobile Core Network (MCN) market is projected to grow at a 6% CAGR (2024-2029), driven by 5G Standalone (SA) adoption and AI-driven network capacity demands;

➀ The Multi-Access Edge Computing (MEC) market is expected to expand at 17% CAGR due to dynamic network slicing, RedCap devices, and GSMA Open Gateway APIs;

➂ AI advancements, including Agentic AI, are key to achieving L4 autonomous networking, potentially reducing operational costs for mobile operators, while 3G shutdowns spur IMS Core upgrades and 5G SA deployments expand globally.