➀ Arm计划推出其首款自研芯片，可能是一款服务器CPU芯片，将由台积电生产；
➁ 报道称，Arm已将Meta作为其首个客户之一，计划最早于今年夏天推出这款芯片；
➂ Arm原本设计半导体结构并将其设计许可给苹果、英伟达等公司，现在将带着自己的服务器CPU进入市场。
Recent #Arm news in the semiconductor industry
➀ The GeForce RTX 5060's launch has been pushed back to April 2025 due to 'chip supply constraints';
➁ The delay affects the RTX 5070, RTX 5080, and RTX 5090, with limited supply expected leading to instant sellouts;
➂ The AI boom is increasing semiconductor demand, impacting the availability of the new GeForce RTX 50 Series.
➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.
➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.
➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.
➀ 35ELEMENTS致力于通过开发立方氮化镓半导体材料来帮助实现碳中和；➁ 公司计划在两年内在兼容CMOS的Si(100)衬底上扩大其材料规模，并寻求与代工厂的合作；➂ 35ELEMENTS拥有立方氮化镓材料的独家专利，并计划制造高效的光发射器，如创新型绿色发光二极管。
➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.
➀ Fujitsu unveils its Monaka processor, a 144-core Armv9-based chip designed for future data centers; ➁ The chip is built on TSMC's N2 process and features a CoWoS system-in-package with SRAM tiles and hybrid copper bonding; ➂ Fujitsu aims for superior energy efficiency by 2026-2027, using air cooling.
➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.
➀ The complexity of SoC design validation due to hardware-software interactions; ➁ The exponential cost of fixing design bugs increases with each verification stage; ➂ Arm's SystemReady Certification Program simplifies the validation process by enhancing software compatibility and interoperability across devices.
➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.
➀ Qualcomm's dispute with Arm Holdings is highlighted; ➁ Arm's architectural license agreement with Qualcomm is terminated; ➂ The dispute reflects the challenges posed by tech giants' custom silicon designs to Arm.
➀ The RISC-V and open-source functional verification challenge highlights the differences in verification processes between RISC-V and ARM cores. ➁ The importance of selecting a reliable IP vendor and the impact of software support on verification is discussed. ➂ The role of RISC-V profiles in simplifying verification and enabling software compatibility is emphasized.
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.
➀ Analog Bits showcased its on-die sensing IP and power management solutions at TSMC OIP; ➁ The company highlighted its progress in 3nm and 2nm technology nodes; ➂ Collaborations with Arm were discussed, focusing on power management and clocking IPs.
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
➀ Intel sold its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. ➁ The company also exited its investment in ZeroFox and reduced its involvement with Astera Labs as part of a broader cost management strategy. ➂ Intel reported a $120 million net loss on its equity investments for the quarter, amidst significant financial challenges.
1. Defacto Technologies and ARM have developed a joint SoC design flow using Arm IP Explorer and Defacto’s SoC compiler. 2. This automated approach significantly reduces manual effort and speeds up the design process. 3. Defacto's tools support configuration with RISC-V cores and scripting languages like Python, Tcl, Java, Ruby, and C++. 4. The company's EDA spinout, Innova, predicts EDA license and compute resource needs using an AI engine.
1. Defacto and Arm have jointly developed an SoC design flow to automate the process from architecture exploration to top-level file generation for implementation and verification. 2. The solution integrates Arm IP Explorer and Defacto’s SoC Compiler, enabling quick generation of multiple SoC configurations and significantly reducing design time. 3. This solution is targeted at Arm users who need to rapidly build new Arm-based SoC configurations, enhancing efficiency and reducing costs and time to market.
➀ lowRISC CIC and SCI Semiconductor collaborate to tape out the Sonata design; ➁ The collaboration aims to move CHERI technology to commercial adoption; ➂ The project is funded by UKRI and focuses on the ICENI device family for OT applications.
➀ Arm reported licensing revenue of $339 million and royalty revenue of $514 million. ➁ The company's calendar Q3 revenue was $844 million. ➂ Arm expects annual revenues to be between $3.8 billion and $4.1 billion, with a current quarter forecast of $920 million to $970 million.
➀ Introducing the Elegoo Neptune 4 Pro 3D printer at an affordable price; ➁ Review highlights fast print speeds and excellent quality; ➂ Special discount available on Elegoo's website