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Recent #CPU news in the semiconductor industry

Intel's next-gen 'Nova Lake' CPU spotted in shipping manifest, succeeds Panther Lake

➀ Intel's upcoming Nova Lake CPUs have been spotted in shipping manifests, indicating progress on their next-gen consumer platform.

➁ The next CPU architecture from Intel will be Panther Lake, showcased at CES 2025, and will be the company's first consumer platform on its new Intel 18A process node.

➂ Intel's next-gen Nova Lake CPUs are expected to be fabricated on Intel 14A or TSMC 2nm, and will not feature on-package memory.

2nm CPU Intel Nova Lake Panther Lake TSMC

Webinar: Unlocking Next-Generation Performance for CNNs on RISC-V CPUs

➀ A new architecture for RISC-V CPUs introduces advanced matrix extensions and custom quantization instructions that significantly improve CNN acceleration.

➁ The design features scalable, VLEN-agnostic matrix multiplication instructions, ensuring consistent performance across different hardware configurations.

➂ A 2D load/store unit optimizes memory access for matrices, reducing overhead and increasing computational efficiency.

Nintendo Switch 2 performance leaked revealing CPU and GPU clock speeds

➀ A dataminer has leaked the computing power of the newly announced Nintendo Switch 2; ➁ The console is powered by an 8nm chip with GPU clock speeds of 561 MHz in handheld mode and 10007.25 MHz docked; ➂ The CPU runs at 1100.8 MHz in handheld mode and 998.4 MHz docked.

CPU GPU Nintendo Switch 2 Performance Xbox Series S leak

PlayStation 6 rumor: AMD to provide Zen 5 CPU with X3D cache, next-gen UDNA GPU

➀ AMD is reportedly developing a Zen 5-based CPU with X3D cache for Sony's PlayStation 6; ➁ The new UDNA GPU architecture will enhance performance through 3D stacking; ➂ Sony's PS6 will transition from RDNA to UDNA, marking a significant upgrade in console technology.

3D Stacking AMD APU CPU GPU PlayStation UDNA GPU X3D cache gaming

MSI MEG PC build at CES 2025: 9800X3D CPU, Gen5 SSD, dual RTX 4080 SUPRIM X cards, 1600W PSU

➀ MSI showcased a custom PC at CES 2025 featuring the MEG PC Build with an AMD Ryzen 7 9800X3D processor, MEG X870E GODLIKE motherboard, dual RTX 4080 SUPRIM X graphics cards, Gen5 SSD, and a 1600W PSU; ➁ The setup is housed in the MEG MAESTRO-700L-PZ chassis and powered by an MSI MEG Ai1600T PCIe5 power supply; ➂ MSI's choice of hardware is impressive, though the absence of dual RTX 4090 SUPRIM X graphics cards is noted.

AMD CES CPU MSI PC Build PSU RTX 4080 SSD gaming graphics card

NVIDIA AI PC chip reveal didn't happen at CES 2025, AMD Strix Halo APU killer is still cooking

➀ NVIDIA's next-gen AI PC processor, expected at CES 2025, was not revealed; ➁ Leaks suggest it will have performance close to GeForce RTX 5070 GPUs; ➂ The processor may feature 20 cores and be used in laptops.

AI APU CES CPU NVIDIA Performance gaming leak

CEO Interview: Dr. Zeynep Bayram of 35ELEMENTS

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。

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software

Intel's next-gen Nova Lake and Razer Lake CPU architectures leaked, next-gen CPUs for 2026

➀ Intel's next-generation Nova Lake and Razer Lake CPU architectures have been revealed in the Linux kernel; ➁ Nova Lake is expected to be the Core Ultra 400 series for desktops, while Razer Lake targets laptops; ➂ Nova Lake will likely use Intel's 14A or TSMC's 2nm process, debuting in 2025.

14A process Arrow Lake-S Refresh CES 2025 CPU Intel Linux kernel Nova Lake PCI IDs Razer Lake TSMC 2nm process desktop laptop

MSI Raider 18 HX gaming laptop teased: Intel Core Ultra 9 285HX, GeForce RTX 4070 Laptop GPU

➀ MSI's upcoming Raider 18 HX NRE gaming laptop is rumored to feature Intel's Core Ultra 9 285HX CPU and NVIDIA's GeForce RTX 4070 GPU; ➁ The laptop is expected to have 64GB of RAM and an 18-inch Mini-LED panel; ➂ The laptop is set to debut at CES 2025.

CES CPU GeForce RTX 4070 Intel NVIDIA gaming laptop

Lenovo's new ThinkPad X9 14/15 laptop leaked: new design drops the TrackPoint

➀ Lenovo's new ThinkPad X9 14/15 laptops have been leaked, revealing the removal of the TrackPoint and reduced connectivity options; ➁ The new laptops are expected to include Intel's Core Ultra 200 series CPUs; ➂ The full reveal is set for CES 2025.

CES CPU Connectivity Design Intel Lenovo ThinkPad laptop

Intel's new Core Ultra 9 275HX 'Arrow Lake-HX' CPU spotted: 24C/24T chip at up to 5.3GHz speeds

➀ Intel's upcoming Arrow Lake-HX laptop processors, including the Core Ultra 9 275HX, feature 24 cores, 24 threads, and a boost clock up to 5.3GHz. The series will debut at CES 2025. ➁ The new Core Ultra 9 275HX processor was spotted inside a new Razer Blade 18 gaming laptop with 24 cores and 24 threads, boosting at up to 5.3GHz. ➃ Intel has dropped Hyper-Threading from its Arrow Lake CPUs, with the Core Ultra 9 275HX featuring a lower boost clock than the 285HX.

24C/24T 5.3GHz Arrow Lake-HX CPU Core Ultra 9 Geekbench Intel

Apples next-gen M5 series processor leaks: TSMC N3P, server-grade SoIC advanced packaging

➀ Apple's next-gen M5 series processors are in the prototype phase using TSMC's N3P node; ➁ Mass production expected in 2025 and 2026 for M5, M5 Pro, M5 Max, and M5 Ultra; ➂ Server-grade SoIC packaging and separate CPU and GPU designs for improved yields and thermal performance.

AI inferencing Apple CPU GPU M5 series N3P Production SoIC TSMC packaging

What would you do if you were the CEO of Intel?

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'.

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software

AMD Ryzen 7 9800X3D uses thick dummy silicon: uses 93% of CCD stack, no perf boost, but crucial

➀ AMD's Ryzen 7 9800X3D features thick dummy silicon layers using 93% of the CCD stack for stability; ➁ The 3D chiplet is now positioned underneath the CCD; ➂ The thick silicon layer provides structural support and protection for the processor.

3D Chiplet AMD CCD CPU Ryzen Silicon Stability

AMD slated to expand Zen 5 line-up with new Ryzen 'non-X' CPU in late January

➀ AMD is expected to release the non-X version of the Ryzen 5 9600X in late January; ➁ The Ryzen 5 9600 will feature lower clock speeds than the Ryzen 9600X; ➂ The Ryzen 5 9600 box is rumored to include a Wraith Stealth CPU cooler.

AMD CES CPU Ryzen Ryzen 5 9600X Zen 5 non-X technology

Fujitsu's new 144-core Monaka chip: Arm, 2nm + 5nm chiplets, 3D-stacked CPU cores over memory

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.

2nm 3D-stacking 5nm AMD EPYC Arm CPU Chiplets Data center Energy efficiency Fujitsu Intel Xeon Monaka

AMD is working to improve Ryzen 9800X3D stock levels, but some may have to wait until 2025

➀ AMD is working to improve Ryzen 9 9800X3D stock levels; ➁ Availability expected in early 2025; ➂ Currently sold out everywhere

3D V-cache AMD Availability CPU Ryzen 9 9800X3D Stock gaming

Assassinated UnitedHealthcare CEO allegedly used AI to deny sick people coverage

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.

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software

How Breker is Helping to Solve the RISC-V Certification Problem

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.

2nm 3D IC 3nm AI AI PC AI chip AMD ASUS Arm CPU Chiplet DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Linux NPU NVIDIA PCIe Privacy Raspberry Pi SEMICONDUCTOR SK hynix SSD Switch TI automotive cooling cybersecurity gaming iOS laptop memory microchip monitor software

Intel is not allowed to sell its Foundry business even if it wants to

➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.

CHIPS Act CPU Foundry Intel SEMICONDUCTOR Stock Price U.S. Government layoffs technology

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