Recent #Arm news in the semiconductor industry

10 months ago
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。
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
10 months ago
➀ The System76 Thelio Astra achieves a world record in Cinebench 2024 with a 128-core Ampere Altra Max CPU; ➁ The system, designed for automotive software developers, starts at $3,299 and goes up to nearly $25,000; ➂ Despite its performance, the system faces limitations with PCIe 4.0, DDR4, and single-core performance.
ArmLinuxNVIDIAPCSoftware Developmentcpugaming
10 months ago
➀ Softbank plans to challenge Nvidia with its Izanagi AI processor project, which could attract an investment of $100 billion; ➁ Prototypes of the Izanagi processors are expected in summer 2025, with mass production set for 2026; ➂ Arm and Graphcore are central to the chip design, with Arm aiming to move up the value chain; ➃ The involvement of hyperscalers could raise the funding to hundreds of billions; ➄ Softbank CEO Masayoshi Son has discussed the project with OpenAI and made a tender offer to OpenAI employees.
AIArmChipGraphcoreNVIDIASoftbank
10 months ago
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'.
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
11 months ago
➀ Qualcomm has won a legal battle against Arm Holdings, with the jury concluding that it did not violate its architecture license agreement and technology license agreement by acquiring Nuvia and using its IP in Snapdragon X processors. ➁ The jury was unable to decide whether Nuvia, which was acquired by Qualcomm, violated its licensing terms with Arm. ➂ The decision leaves open the possibility of a retrial or further negotiations.
AMDArmCPUsIntelLegal BattlePC ComponentsQualcomm
11 months ago
➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
2nm3D IC3nmAIAI ChipAI PCAMDArmAsusCXLChipletCoolingDDR4DRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonIntelLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIXeonautomotivecpucybersecurityddr5iosmemorymonitorsemiconductorserver
11 months ago
➀ Qualcomm CEO Cristiano Amon testified in court that buying Nuvia for $1.4 billion could save $1.4 billion a year in payments to Arm. Amon believed using Nuvia's cores for PC processors would save on Arm payments due to expected high revenues in the PC market. ➁ Arm claims in court that Qualcomm must destroy Nuvia's designs due to lack of consent for transferring Nuvia's licenses to Qualcomm. ➂ Amon said he initially tried to persuade Nuvia to create computing cores for Qualcomm but decided to acquire Nuvia when they refused.
AcquisitionArmQualcommsemiconductor
11 months ago
➀ The Arm v Qualcomm lawsuit in Wilmington continued, focusing on the amount of Arm technology in a Qualcomm PC processor; ➁ Arm's lawyer argued that the licensing contract covered Arm technology and its derivatives and modifications; ➂ Gerard Williams, CEO of Nuvia, acknowledged that some of Nuvia's design work might be considered derivatives or modifications of Arm's technology, but estimated the amount to be 'one percent or less'.
ArmQualcomm
11 months ago
➀ The Qualcomm vs Arm legal battle began in a Delaware courtroom. The case revolves around whether Qualcomm's architecture license with Arm covers designs done by Nuvia before it was acquired by Qualcomm. ➁ The dispute could cost Arm an estimated $50 million in revenue if Qualcomm's acquisition of Nuvia is not validated. ➂ Arm CEO Rene Haas and Qualcomm CEO Cristiano Amon are expected to give evidence.
ArmQualcommbusinesssemiconductortechnology
11 months ago
➀ Masayoshi Son, CEO of Arm's owner SoftBank, pledged a $100 billion investment in the US at Mar-a-Lago. President-elect Donald Trump hailed it as a 'monumental demonstration of confidence in America’s future'. ➁ Son expressed his hope that Trump would bring peace to the world and that his investment would create 100,000 jobs. ➂ This is Son's second major investment pledge in the US, following a $50 billion commitment after Trump's first election victory in 2020.
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