Recent #AI news in the semiconductor industry

3 months ago

① A European research team, including DFKI, proposed a mission concept using three autonomous robots to cooperatively explore and map lunar lava tubes, validated through field tests on Lanzarote;

② The four-phase mission involved skylight mapping, sensor deployment, rover rappelling, and autonomous cave exploration, achieving detailed 3D modeling using specialized rovers like SherpaTT and Coyote III;

③ The study demonstrates the feasibility of collaborative robotic systems for future extraterrestrial missions, showcasing their potential to operate in extreme environments like the Moon or Mars.

AIHPCrobotics
3 months ago

➀ The smart glasses market grew 110% YoY in H1 2025, led by Ray-Ban Meta Smart Glasses with 73% market share, alongside new entrants like Xiaomi and TCL-RayNeo;

➁ AI glasses accounted for 78% of total shipments, driven by Meta's expansion into new regions and upcoming models from Meta, Alibaba, and others;

➂ Key developments include Qualcomm's upgraded AR 1+ Gen 1 SoC, Allwinner's budget chips, and Apple's rumored AI glasses, with a projected 60% CAGR through 2029.

AIQualcommsemiconductor
3 months ago

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.

PDF SolutionsAISEMiconductor
3 months ago

➀ Ed questions the commercial viability of specialized humanoid robots developed by ScunnyAI, despite global interest in the technology;

➁ ScunnyAI's robots can perform specific tasks (e.g., making tea, cleaning cars) but lack general-purpose adaptability, limiting their immediate practical use;

➂ Ed proposes spinning off ScunnyAI as an independent company, leveraging hype and government-backed narratives to attract investors, while negotiating a 25% stake in the venture.

AIAI Chipsemiconductor
3 months ago

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.

MEMSAerospace & DefenseAI
3 months ago

➀ Nvidia claims U.S. H20 chip export controls backfired, failing to curb China's AI advancements while weakening American tech dominance;

➀ Aaron Ginn argues China achieved AI breakthroughs despite restrictions and highlights CUDA's irreplaceability in global AI infrastructure;

➂ Experts debate maintaining chip bans to sustain U.S. AI leadership versus Nvidia's stance advocating open standards to outpace competitors.

AIExport ControlsNVIDIA
3 months ago

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.

NVIDIASK hynixAI
3 months ago

➀ Photonic processors use light instead of electrons for computations, offering unparalleled speed and energy efficiency;

➁ Key advantages include parallel processing via wavelength multiplexing, scalability, and applications in AI, HPC, telecommunications, and quantum computing;

➂ Challenges remain in integration with electronics, manufacturing costs, and material limitations, but ongoing research by Intel and IBM signals promising growth.

AIHPCsemiconductor
3 months ago

➀ A stealth mode startup in Mumbai is offering a 3–6 month Hardware Developer Internship with immediate start and competitive stipend.

➀ Responsibilities include designing AI-integrated hardware prototypes with audio playback, controls, and LED interfaces, using platforms like Arduino/Raspberry Pi.

③ Requires electronics/electrical engineering background, AI application knowledge, and offers potential full-time conversion for top performers.

AIhardware
3 months ago

➀ The article explores the role of **prompt engineering** in improving large language models (LLMs) for debugging tasks, emphasizing how refined prompts can bridge context gaps between high-level problems and low-level solutions;

➁ Key techniques include **Chain of Thought (CoT)** prompting for step-by-step reasoning and **in-context learning** to guide LLMs with domain-specific examples, though results vary by model sophistication;

➂ Emerging tools aim to automate prompt optimization, but challenges remain due to model opacity and rapid evolution, suggesting a hybrid approach of vendor tools and custom "promptware" may be most effective.

AIsoftwarecybersecurity
3 months ago

➀ AI-Native Software Engineering and LLM-based applications are reshaping development, with 90% of enterprises expected to adopt AI code assistants by 2028;

➁ GenAI Platform Engineering and Open GenAI models enhance customization and cost-efficiency, driving broader AI adoption across organizations;

➂ Talent Density and Green Software Engineering prioritize skilled teams and sustainability, aligning innovation with environmental goals.

AIGenAISoftware
3 months ago

➀ Arm在SIGGRAPH 2025上发布了其首个专为移动GPU设计的AI驱动型上采样技术——神经超级采样(NSS);

➁ 该技术旨在通过在较低分辨率下渲染并使用AI填充细节,在移动平台上实现桌面级图形,同时降低功耗;

➂ 与NVIDIA的DLSS、AMD的FSR4和Intel的XeSS类似,但针对移动设备进行了优化,并主要在片上神经加速器上运行。

AIUpscalinggraphicsmobile
3 months ago

➀ China reportedly urges domestic companies to avoid using NVIDIA's H20 chips for government-related purposes, citing security and environmental concerns;

➀ NVIDIA denies claims of H20's military applications, stating China has sufficient domestic alternatives for government operations;

➂ Tensions escalate as U.S. and China vie for semiconductor dominance, with potential impacts on NVIDIA's market strategy and AI chip exports.

AIChinaNVIDIA
3 months ago

➀ Alif Semiconductor launched second-generation Ensemble E4, E6, and E8 devices using Arm Cortex cores and the Ethos-U85 NPU for transformer-based AI at the edge;

➁ The unified architecture features low power consumption (1.3μA in standby) and supports multi-core processing with scalable performance for applications like wearables and robotics;

➂ Integrated security measures include hardware root-of-trust and cryptographic accelerators, targeting smart home, healthcare, and industrial markets.

AIAlif SemiconductorNPU
3 months ago

➀ WSTS reports H1 2025 semiconductor market growth of 18.9% YoY, reaching €346 billion, driven by data center demand and early AI Edge applications;

➁ 2025 full-year forecast revised upward to €728 billion (15.4% growth), with logic and memory sectors expected to grow 29% and 17%, respectively;

➂ Geographically, the Americas and Asia Pacific lead expansion, Europe strengthens, while Japan faces a slight decline; 2026 growth projected at 9.9% to €800 billion.

AImemorysemiconductor
3 months ago

➀ NVIDIA announced 2U rackmount servers with RTX Pro 6000 Blackwell GPUs at SIGGRAPH 2025, targeting enterprise AI deployments;

➀ Partner companies including Dell and HPE will offer compact servers with dual GPUs, reducing space and cooling needs compared to 4U systems;

➂ The RTX Pro 6000's air-cooled design offers a cost-effective alternative to liquid-cooled B200/B300 GPUs, ideal for edge computing.

AIHPCNVIDIA
3 months ago

➀ NVIDIA launches two new Blackwell-based professional GPUs: RTX Pro 4000 SFF and Pro 2000, targeting AI and workstation use cases.

➁ The RTX Pro 4000 SFF offers doubled AI performance and 24GB ECC GDDR7 memory at 70W TDP, while the Pro 2000 delivers 1.5x faster 3D rendering and 16GB GDDR7.

➂ Both GPUs will be available through system integrators like Dell, HP, and Lenovo later this year, with pricing yet to be disclosed.

AIGPUNVIDIA
3 months ago

➀ SafeBreach researchers revealed that malicious Google Calendar invites could exploit Gemini AI to spread spam, delete user data, and leak sensitive information via a method called 'promptware';

➁ The attack leverages Gemini's deep integration with Google services and user habits, enabling remote control of smart devices and email exfiltration;

➂ Google addressed the vulnerability in June 2025 after disclosure, but experts warn 73% of LLM-related threats pose high-critical risks requiring urgent mitigation.

AIGooglecybersecurity
3 months ago

➀ Koblenz University of Applied Sciences launches a new Bachelor's program in Robotics and Artificial Intelligence (AI) for the 2025/26 winter semester, supported by €2 million in funding from the Rhineland-Palatinate Ministry of Science and Health;

➁ A state-of-the-art robotics laboratory has been established, enabling students to gain hands-on experience in robotic automation, AI applications, and interdisciplinary research combining mechatronics and computer science;

➂ The program emphasizes industry collaboration, with a dual-study option starting in 2026 to address regional talent demands and strengthen Rheinland-Pfalz's position in technological innovation.

AIHPCSoftware