Recent #AI news in the semiconductor industry

8 months ago

➀ Inertial Labs, a VIAVI Solutions Inc. company, has launched the M-AJ-QUATRO, an advanced anti-jamming antenna system designed to ensure Assured Positioning, Navigation, and Timing (A-PNT) in GPS/GNSS-challenged environments. This system supports military and commercial aviation applications.

➁ The M-AJ-QUATRO features adaptive digital nulling with over 34dB+ interference suppression (export-free version) and over 45dB+ suppression (export-controlled version), along with dual FPGA-based encryption and anti-spoofing technology to secure signal integrity.

➂ The antenna supports GPS, GLONASS, GALILEO, BEIDOU, and QZSS, ensuring reliable global coverage across L1, L2, and L5 GNSS bands, and is built to meet MIL-STD-810G and MIL-STD-461F standards.

AIAntennaGNSSGPSGaNHPCMilitaryaviation
8 months ago

➀ Rise Design Automation has developed a solution that integrates generative AI with human expertise to improve RTL design productivity.

➁ The webinar hosted by RDA and SemiWiki will showcase how generative AI can enhance semiconductor design through high-level abstraction.

➂ The Rise AI solution translates natural-language intent into high-level design code, reducing manual effort in the design process.

AIEDAGenerative AIHigh-Level AbstractionRTL DesignRise Design AutomationSemiWikiSemiconductor Design
8 months ago

➀ A student at the University of Applied Sciences in Hagen, Melanie Welp, has developed a contactless timing system for Paralympic swimming to prevent injury from head impacts.

➁ The prototype uses an ultrasonic sensor to measure the time at six meters and 50 centimeters before the edge of the pool.

➂ The system has been tested and shown to be possible without causing injury to swimmers.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor
8 months ago

➀ Synaptics has introduced the SR-Series adaptive microcontrollers (MCUs) to expand its Astra AI-Native platform for Edge AI applications, offering three performance tiers: performance (100 GOPS), efficiency, and ultra-low-power always-on (AON) processing.

➁ These MCUs feature an Arm Cortex-M55 core combined with an Arm Ethos-U55 neural processing unit (NPU), along with multiple camera interfaces, secure memory, and accelerators, targeting applications such as battery-powered security cameras, sensors, and smart appliances.

➂ The SR-Series supports the Astra Machina Micro development kit and an open-source SDK, enabling developers to create context-aware cognitive IoT devices with adaptive vision, audio, and voice processing capabilities.

AIAI ChipEdge AIIoTMCU
8 months ago

➀ Researchers at NYU Abu Dhabi have developed an innovative 'off-the-jaw' sensing system that integrates force and angle sensors into laparoscopic handles to provide real-time feedback on gripping forces, tissue thickness, and stiffness.

➁ This system enhances the safety and precision of minimally invasive surgery (MIS) by restoring tactile feedback, which is crucial for differentiating tissues and applying appropriate force.

➂ The technology has potential applications beyond laparoscopic surgery, including telemedicine, endoscopy, and robotic-assisted surgery, with early trials showing a 30% improvement in surgical task efficiency.

AIEDAMedicalrobotics
8 months ago

➀ Cadence has launched Conformal AI Studio, an advanced AI tool designed to tackle the challenges of increasing SoC design complexity.

➁ Key features include distributed Boolean logic equivalence checking, automated functional ECO generation, and low-power static signoff tools.

➂ Early adopters like MediaTek have reported significant improvements in productivity, including 83% smaller ECO patches and over 100X faster power-state-table analysis, demonstrating its potential for applications in AI infrastructure, hyperscalers, and mobile devices.

AIAI ChipASICCadenceChipletEDAHPC
8 months ago
1. Despite a 21.8% stock decline, the author maintains a BUY rating on NVDA due to strong AI capex spending and superior Blackwell chip efficiency. 2. The DeepSeek saga has not reduced AI spending; Blackwell remains crucial for advanced AI models, outperforming Hopper in efficiency and capability. 3. Investor sentiment is disconnected from management's evidence-backed optimism; NVDA's leadership in AI remains strong, with significant upside potential from current levels.
AIinvestmenttechnology
8 months ago

➀ Aeluma通过结合高性能材料和可扩展的硅制造技术,重新定义了半导体技术;

➁ Aeluma的技术在AI基础设施、国防、量子计算和下一代传感等领域产生了重大影响;

➂ Aeluma正在解决AI和高性能计算在扩展方面遇到的挑战,通过集成化合物半导体和大型衬底来实现大规模生产。

AIAelumaHigh Performance ComputingInnovationOptical InterconnectsPhotonicsSEMICONDUCTORTechnology Developmentquantum computing
8 months ago
1. Nebius's stock has dropped 21% since the last article, but the company has announced several positive developments. 2. The forecast for Nebius's operating metrics has been updated, with capital expenditure projections increased to $5.05 billion in 2025 and $4.49 billion in 2026. 3. Revenue estimates have been revised upward to $845 million in 2025 and $3.02 billion in 2026. Despite high CAPEX requirements, Nebius AI has flexible financing options.
AIStock Analysis
8 months ago

➀ Keysight Technologies has introduced two oscilloscopes designed for testing 1.6T optical transceivers: a single optical channel DCA-M and a dual optical channel DCA-M Sampling Oscilloscope. These instruments are engineered for high optical measurement sensitivity and integrated clock recovery.

➁ The oscilloscopes feature ultra-low optical channel noise and minimal intrinsic jitter, ensuring accurate high-data-rate analysis with jitter below 90 fs. They simplify test setup and compliance assurance while optimizing production efficiency.

➂ Keysight's advanced oscilloscopes support high-speed optical signal analysis and are expected to accelerate AI-driven data center innovations by providing precise measurements for 1.6T transceivers.

AIData centerKeysight TechnologiesSignal Integrity
8 months ago

➀ SEMI announced a 2% year-over-year growth forecast for front-end fab equipment spending in 2025, reaching $110 billion;

➁ This growth is driven by demand in HPC and memory sectors, as well as the increasing integration of AI;

➂ The Logic & Micro segment is expected to be a key driver of growth, with investments reaching $52 billion in 2025 and $59 billion in 2026.

AIChinaDRAMGrowthKoreaNANDTaiwaninvestmentmemorysemiconductor
8 months ago

➀ Researchers at UC San Diego's Bioinspired Robotics Lab have developed 3D-printed robots capable of walking without electronics, powered by compressed gas.

➁ These robots are designed to operate in extreme environments like high radiation zones, disaster areas, and space missions, showcasing continuous operation for three days when connected to a gas supply.

➂ The robots feature a monolithic design printed in one piece using flexible materials, with future plans to integrate gas storage and biodegradable components for enhanced functionality.

AIrobots
8 months ago
1. Nvidia's explosive growth in AI-driven solutions and data centers with a 78% YoY revenue increase makes it a strong buy despite recent pullbacks; 2. The Blackwell Ultra architecture and Dynamo library are game-changers, reinforcing Nvidia's dominance in AI infrastructure and driving future revenue growth; 3. Despite competition from tech giants developing in-house AI chips, NVDA's integrated ecosystem and advanced offerings make it indispensable.
AITech Stocksrevenue growth
8 months ago

➀ Researchers from Xi’an Jiaotong University and Technical University of Munich have developed a high-frequency artificial nerve using homogeneously integrated organic electrochemical transistors.

➁ This nerve-inspired device improves ion and electron transport, mimicking human nerve behavior for quick signal responses and long-term charge retention.

➂ The artificial nerve, when tested in mice with impaired neural functions, showed biocompatibility and successfully simulated conditioned nerve reflexes, suggesting potential applications in prosthetics, brain-computer interfaces, and more.

AITransistorsneuroscience
8 months ago

➀ A trawler caught 7 1/2 times as much fish as with conventional driftnet methods using new electronic fish-finding equipment developed by Kelvin and Hughes (Marine) limited;

➁ The story dates back to 65 years ago, when CERES (Combined Echo Ranging Echo Sounding) equipment was introduced;

➂ CERES combined echo-ranging and echo-sounding to improve fishing efficiency.

2nm3D IC3nmAIAI ChipAI PCAMDArmAsusChipletCoolingDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSK HynixSSDSoftwareSwitchTIautomotivecpucybersecuritygamingiosmemorymonitorsemiconductor