➀ Apple's next-gen A20 Pro chip is expected to power the iPhone 18 Pro and iPhone 18 Pro Max in 2026; ➁ The chip will be manufactured on TSMC's 2nm process node, potentially leading to increased costs; ➂ Apple, TSMC's largest customer, will first use 2nm technology in the iPhone 17.
Recent #Chip news in the semiconductor industry
➀ 3ALogics, an NFC fabless chip company, plans to launch around ten new NFC-based wireless charging chips next year; ➁ The company's CEO, Park Kwang-beom, stated during a conference that they have selected to focus on approximately 10 categories of NFC chips to achieve success; ➂ The new chips are part of the company's strategy to expand its NFC chip offerings.
➀ 3ALogics is planning to launch around ten new NFC-based wireless charging chips next year; ➁ The company has selected to focus on approximately 10 categories of NFC chips from over a hundred; ➂ CEO Park Kwang-beom emphasized the strategic choice for success.
➀ NVIDIA is developing the Thor chip for future EVs, partnering with Chinese EV companies like BYD and SAIC Motors. ➁ The Thor platform, with five versions, aims for a full transition by late 2025 or early 2026. ➂ NVIDIA is moving into the automotive market with its new Drive Thor chip.
➀ TSMC has reportedly stopped shipments to at least two chip developers; ➁ The move is suspected to be due to their attempts to bypass U.S. export restrictions; ➂ Bitmain's supply is reportedly at risk due to this action.
1. Fadu will own and sell the CXL switch chip developed by its subsidiary Eeum; 2. Eeum CEO Jinki Han will define the hardware model and architecture of the chip; 3. Fadu will take over the register transfer level coding and oversee production and sale.
➀ SureCore, a specialist in ultra-low power memory, has enabled KU Leuven to develop a neural processing accelerator chip for AI applications.
➁ The chip achieves dynamic power savings of over 40% compared to industry standard SRAM solutions.
➂ The technology has been demonstrated on more mature nodes, such as the 16nm process.
➀ ROHM推出了一款新的通用芯片电阻系列，以实现更小尺寸和更高的性能。
➁ 这个新系列包括高功率MCRS系列和低阻值、高功率MCRL系列，适用于汽车、工业和通信应用。
➂ 系列产品通过优化内部结构和新材料，提高了额定功率和温度系数，并支持小型化趋势。
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.
➀ Enfabrica Corp., a promising startup, has raised $125 million in B轮融资 and attracted investment from AI giant NVIDIA, which is considered a competitor due to its AI network chip development that may challenge NVIDIA's Mellanox solutions.
➁ The company has recently completed its C轮融资, securing $115 million from heavyweights like Arm, Cisco, and Samsung.
➂ Enfabrica has developed its AI network interconnect chip, ACF-S, to address GPU network pain points and memory and storage expansion challenges.
➃ The company's ACF-S chip integrates CXL/PCIe switching and RNIC functions into a single device, eliminating the need for PCIe switches, NICs, or independent CPU connections to DRAM.
➄ Enfabrica's Millennium chip, announced at SC24, offers multi-port 800 GbE connectivity for GPU servers and provides unparalleled performance, scale, and elasticity for AI clusters.
➅ The company believes its interconnect technology will become the core of future GPU computing networks.
➀ NVIDIA and MediaTek are rumored to be collaborating on a new AI PC chip; ➁ The chip is expected to be ready for mass production in the second half of 2025; ➂ The partnership could challenge the dominance of x86 architecture in the PC space.
➀ MIT researchers have developed a compact, chip-based 'tractor beam' for manipulating DNA and studying cells in biological research; ➁ The device uses light from a silicon-photonics chip to handle particles; ➂ It is smaller, easier to manufacture, and suitable for high-throughput experiments.
➀ Huawei's upcoming Mate 70 series phones are expected to be powered by the Kirin 9100 chip, rumored to be priced between 1100 to 1300 yuan; ➁ The Kirin 9100 may outperform Qualcomm's Snapdragon 8 Gen 2 in performance; ➂ Despite potential yield and production cost issues with 5nm DUV lithography, the chip is expected to have a similar price range to flagship processors from Qualcomm and MediaTek.
➀ Huawei is working on improving power consumption efficiency for its upcoming Kirin 9 chip; ➁ The new chip is expected to have more stable and efficient small cores compared to previous versions; ➂ Huawei plans to use new self-developed small cores for better power efficiency; ➃ The architecture of medium and large cores is expected to remain unchanged; ➄ The new Kirin 9 chip could be used in devices like the Nova 13 series or Mate 70 series.
➀ Snapdragon 8 Gen 4 is rumored to focus on energy efficiency rather than raw CPU performance. ➁ The chip is expected to come in two variants: SM8750 (standard) and SM8750P (performance). ➂ It will be built using TSMC’s 3nm process, aiming to reduce power consumption and extend battery life. ➃ The chip will feature Qualcomm’s custom Oryon CPU cores and AI-focused upgrades, including a Low-Power Artificial Intelligence subsystem.
➀ Nvidia is facing issues with its latest AI chip, Blackwell, which is reportedly delayed until Q1 2025. ➁ Elliott Management, an influential hedge fund, claims that AI is overhyped and that Nvidia's shares are in a bubble. ➂ The delay of Blackwell could benefit competitors like AMD and Intel.