Recent #AI news in the semiconductor industry

6 months ago

➀ Panmesia secures $30 million to develop modular AI accelerators using chiplet technology, targeting LLMs and large-scale AI workloads with optimized resource utilization;

➁ Its flexible chiplet architecture integrates in-memory processing and CXL to reduce data movement, power consumption, and infrastructure costs while enabling scalability;

➂ The accelerator combines manycore and vector processor chiplets, leveraging advanced nodes to deliver high parallelism and tailored performance for diverse AI tasks.

AIChipletHPC
6 months ago

➀ The second international conference on elastocalorics, hosted by Saarland University professors Stefan Seelecke and Paul Motzki, aims to accelerate the development of this energy-efficient, eco-friendly heating/cooling technology using shape-memory alloys like nickel-titanium;

➁ Elastocalorics eliminates harmful refrigerants and fossil fuels, achieving 3-5x higher efficiency than current systems, with applications in industrial cooling, household appliances, and electric vehicle battery temperature management;

➂ The technology integrates AI for real-time monitoring of material behavior and has been recognized by the EU and World Economic Forum as a breakthrough climate solution.

AICoolingautomotive
6 months ago

➀ Infineon's OptiMOS™ 6 80V MOSFETs enhance DC-DC power conversion efficiency in AI servers, achieving 0.4% higher efficiency and saving 4.3W per kW load;

➁ The solution reduces energy consumption by over 1.2 MWh/hour in large data centers and supports dual-side cooling for improved thermal management;

➂ Its compact 5×6 mm² design enables higher power density, addressing space constraints in AI infrastructure.

AIHPCInfineon
6 months ago

➀ Arm reported record fiscal Q4 (calendar Q1) revenue of $1.24 billion, surpassing $1 billion for the first time, with royalties exceeding $600 million;

➁ Full-year revenue exceeded $4 billion, with over $2 billion from royalties, driven by higher per-chip royalties in smartphones and AI adoption in data centers and edge computing;

➂ Arm forecasts $1–1.1 billion in fiscal Q1 sales and projects Arm-based chips to comprise nearly 50% of new server chips for hyperscalers in 2024, fueled by AI workloads migrating to the edge.

AIArmHPC
6 months ago

➀ Navitas Semiconductor and Great Wall Power developed a 2.5 kW DC-DC converter for AI data centers, achieving 97.9% efficiency and 92.36 W/cm³ power density;

➁ The GaN-based design supports 400 V DC architectures, reducing space requirements by up to 8x compared to silicon solutions;

➂ Features integrated short-circuit protection and complies with Open Compute Project standards for scalable AI server and telecom applications.

AIGaN
6 months ago

➀ Software engineer Svnscha developed an open-source tool (mcp-windbg) that integrates GitHub Copilot with Microsoft's WinDBG to automate crash dump analysis using natural language.

➁ The tool leverages AI to execute complex debugger commands, interpret assembly code, and suggest fixes, drastically reducing the manual effort required for debugging.

➂ Despite its advanced capabilities, users still need basic debugging knowledge to maximize the tool's potential as it acts as a 'Python wrapper' around conventional debuggers.

AIGitHubMicrosoft
6 months ago

➀ Researchers at DGIST developed an AI-powered ultra-thin "electronic nose" sensor using laser-processed graphene and cerium oxide, mimicking human olfactory combinatorial coding;

➁ The flexible sensor array achieves over 95% accuracy in identifying perfumes and cosmetics, with potential applications in healthcare, environmental monitoring, and fragrance industries;

➂ The one-step fabrication method enables bendable, wearable integration while maintaining performance through 30,000+ bending cycles.

AIMedicalwearables
6 months ago

➀ Samtec introduces Si-Fly LP cable assemblies with a 4.35mm mated height for data centers, HPC, and AI applications, addressing space constraints near IC packages;

➁ Supports 112Gbps PAM4 rates (up to 1.79Tbps) and PCIe 6.0/CXL 3.2, using proprietary 34 AWG twinax cables to optimize signal integrity and thermal management;

➂ Enables flexible PCB mounting (including belly-to-belly configurations) to reduce board space and ensure compatibility with cooling solutions like heat sinks.

AIHPCSamtec
6 months ago

➀ NVIDIA opposes the AI Diffusion Rule, warning it undermines U.S. AI leadership by pushing China to build rival ecosystems;

➁ Huawei’s CANN platform emerges as a potential CUDA competitor, despite current challenges like documentation and reliability;

➂ U.S. export restrictions risk accelerating China’s AI hardware independence, fragmenting global standards and weakening Western influence.

AIHuaweiNVIDIA
6 months ago

➀ Researchers developed a haptic glove that converts sounds into vibrations using AI and electronic yarns, enabling deafblind users to perceive environmental signals through tactile feedback;

➁ The Vibrotac-Glove employs ERM motors controlled by Arduino Nano, creating customizable vibration patterns to form a 'touch language' with 80% recognition accuracy in tests;

➂ This innovation combines textile engineering, AI audio processing and accessibility design, demonstrating potential for enhancing sensory substitution technologies.

AIMedicaltouch
6 months ago

➀ NVIDIA announced the RTX Pro 6000 Blackwell family at GTC 2025, featuring three variants (Server Edition, Workstation Edition, and Max-Q Workstation Edition) tailored for AI and graphics workloads;

➁ The GPUs offer 96GB GDDR7 ECC memory, with power configurations ranging from 400W to 600W, and are positioned as cost-effective alternatives to H100/H200/B200 data center GPUs;

➂ The Server Edition supports 8x GPU configurations with up to 768GB memory, targeting high-density AI and rendering tasks in 4U/5U systems.

AIHBMNVIDIA
6 months ago

➀ Chip smugglers have found creative ways to sneak semiconductors into China, such as hiding them with live lobsters, inside fake baby bumps, and other means designed to evade customs and import/export restrictions.

➁ A U.S. lawmaker is pushing for a bill to require NVIDIA and other chip companies to equip their semiconductors with tracking technology.

➂ The bill aims to track chips more generally, allowing NVIDIA and the U.S. government to determine if advanced AI semiconductors are finding their way to China, and also introduces a kill switch to prevent chips from booting if they evade export controls.

AIChinaNVIDIAsemiconductors
6 months ago

➀ Fraunhofer IIS developed a sensor-based sorting system using X-ray and AI to detect and remove hazardous lithium-ion batteries from waste streams, addressing the root cause of 80% of fires in German recycling plants;

➁ The system employs high-speed X-ray imaging and AI algorithms adapted from autonomous driving to identify concealed batteries, followed by compressed air nozzles to isolate them;

➂ A prototype is undergoing testing and will be deployed at waste company LOBBE in June 2025, supported by German federal funding to advance AI-driven circular economy solutions.

AIsemiconductor
6 months ago

➀ Researchers at Fraunhofer IIS developed a sensor-based sorting system using X-ray and AI to detect and remove lithium-ion batteries from waste streams, reducing fire risks in recycling plants;

➁ The system combines high-speed conveyor belts, real-time X-ray imaging, and AI adapted from autonomous driving technology to identify batteries, followed by air nozzles for precise separation;

➂ Funded by the German government, the project is part of a broader initiative to advance AI applications in resource-efficient circular economies for plastic packaging.

AIHPCSoftware
6 months ago
1. Celestica is transitioning from basic electronics manufacturing to high-margin AI/cloud infrastructure production, driving EPS growth; 2. Q1 results surpassed expectations (EPS +45%, margins at 7.1%) due to hyperscaler demand and cost discipline; 3. Despite cyclical risks, long-term tailwinds like AI adoption and reshoring justify a 'Strong Buy' rating.
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