1. PAM4 SerDes technology significantly enhances data throughput and power efficiency for AI and data center applications; 2. The technology supports various reach requirements, from long to short, ensuring reliable and high-speed data transmission; 3. Cadence's advanced SerDes solutions and involvement in the Ultra Ethernet Consortium highlight ongoing innovations in Ethernet technology.
Recent #Data center news in the semiconductor industry
1. Samsung Electro-Mechanics announced it will supply high-performance chip boards for hyperscale data centers to AMD. 2. The chip boards are flip chip-ball grid array (FC-BGA). 3. This is the first official confirmation of the deal by Samsung Electro-Mechanics.
1. Micron introduces the 9550 datacenter SSD, utilizing PCIe gen 5×4 and 232-layer NAND. 2. The SSD is available in three formats: E1.S, E3.S, and U.2, designed for high performance in cloud and enterprise environments. 3. The 9550 offers significant performance improvements over its predecessors, with faster IOPS and bandwidth, and is more power-efficient in AI workloads.
1. Oxide Computer Company has shipped its first on-premises hyperscale 'cloud computers' targeting government, financial services, e-commerce, and service provider markets. 2. The company aims to revolutionize the private datacenter industry by combining cloud computing efficiency with on-premises security and control. 3. Oxide has shipped under 20 racks so far and hopes for customer scale-up based on positive outcomes.
1. A $2.4 million Texas property with no bedrooms but a 5786 sq ft built-in data center; 2. The data center features a full liquid cooling immersion system; 3. The property was previously used as a crypto mining base and is now being marketed for AI services, cloud hosting, traditional data centers, servers, or Bitcoin mining.
➀ China's AI data center expansion in 2023-2024 has led to significant underutilization of billions of dollars in infrastructure;
➁ Rushed projects resulted in poor planning and technical irrelevance;
➂ Market shift towards inference workloads has reduced demand for high-end GPUs, leading to a decrease in rental prices.
➀ The article discusses the importance of virtualization licensing in server hardware costs.
➁ It focuses on AMD's EPYC processors and their optimization for virtualization applications.
➂ The author explores how newer processors offer performance improvements, which can lead to significant cost savings in licensing.
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.
OpenAI's release of GPT-4.5 has been delayed due to a shortage of GPUs. CEO Sam Altman mentioned on X that the rollout will be staggered and will involve adding tens of thousands of GPUs next week. This shortage is prompting OpenAI to develop its own AI silicon in partnership with Broadcom.
The high cost of GPT-4.5, at $75 per million input tokens and $150 per million output tokens, is a concern, but Altman emphasizes its unique intelligence.
NVIDIA's GPUs are in high demand, with Blackwell GPUs sold out until October. The expansion of AI infrastructure, including massive AI supercomputers and data centers, is driving this demand.
➀ Lumotive, a specialist in programmable optical semiconductors, has raised $45 million in a Series B funding round.
➁ The funding will be used to accelerate growth in global market expansion, data center AI infrastructure, and aerospace and defense applications.
➂ Lumotive's LCM technology enables ultra-reliable optical circuit switches for high-performance optical switching solutions.
➀ The SEMI Silicon Manufacturers Group (SMG) reported that 2024 silicon wafer shipments fell 2.7% to 12,266 million square inches and wafer revenue contracted 6.5% to $11.5 billion.
➁ Demand for silicon wafers in the second half of 2024 started to recover from the industry downcycle seen in 2023, and is expected to continue into 2025.
➂ Generative AI and new data-center construction are driving demand for advanced foundry and memory devices like HBM, while most other markets are still recovering from excess inventory.
➀ Justin Hotard, the executive vice president and general manager of Intel's Data Center and AI Group, has left Intel to become the CEO of Nokia.
➁ Intel has appointed an interim head for its datacenter and AI unit and will start searching for a new permanent general manager.
➂ Hotard joined Intel in early 2024, and his tenure was marked by successes and challenges, including the launch of new CPUs and missed sales expectations.
➀ Intel's data center CPU sales reached a 13-year low in 2024 due to increased competition from AMD, the transition to higher-core count models, and a market shift to AI servers.
➁ Unit sales of Intel's data center CPUs dropped by 20% from 2011 levels and over 80% from 2021.
➂ Intel's data center average selling prices increased, but it is unclear if the company can regain market share in the AI accelerator market.
➀ AMD's stock price plummeted after disappointing data center business outlook;
➁ Despite strong overall revenue growth in the fourth quarter, data center performance overshadowed other achievements;
➂ Concerns about AMD's weakened momentum in the AI device field were confirmed with DeepSeek, a Chinese startup, entering the market at a lower cost, further exacerbating worries;
➃ AMD's total revenue grew 24% to $7.66 billion in the fourth quarter, exceeding expectations;
➄ AMD remains optimistic about 2025, predicting double growth in revenue and EPS.
➀ Intel has delayed the release of its key data center processor, Clearwater Forest, to the first half of 2026 due to massive losses and challenges with packaging technology.
➁ The delay is seen as a setback for Intel's competitive position in the data center market and its efforts to regain market share.
➂ Intel's financial results revealed significant losses, with the company investing heavily in new fabs and production capacity in the U.S.
1. Vertiv is guiding a strong outlook for eFY25 with accelerated top-line growth paired with improved margins; 2. The company's strong backlog, partnerships, and expansion in liquid cooling and modular solutions position it for robust growth; 3. Management forecasts global data center footprint to grow at a 24% CAGR through 2028.
➀ Qualcomm hires Sailesh Kottapalli, a former Intel Xeon architect, to lead its data center CPU development; ➁ Kottapalli joins as a senior vice president, bringing 28 years of Intel experience; ➂ Qualcomm's new server CPUs will use cores from Nuvia, acquired in 2021.
1. Micron's data center revenue surged 4X YoY and 40% sequentially in Q1-FY25, contributing 55% of consolidated revenue. 2. High Bandwidth Memory (HBM) revenue doubled sequentially, with a TAM projection growing from $16B in CY24 to $30B in CY25. 3. Q1-FY25 DRAM revenue reached $6.4B, increasing 87% YoY and 20% sequentially.
1. Credo Technology Group is well-positioned to benefit from AI and data center growth; 2. The company reported very strong quarterly results and provided revenue guidance that significantly exceeded expectations; 3. Despite a premium valuation, Credo's strong revenue growth, improving margins, and multi-year AI tailwinds make it a compelling investment, especially on pullbacks.
➀ This article provides a quick look at Vertiv's hydrogen fuel cell solution, capable of generating 600kW of power and mostly exhaust water and water vapor. ➁ The article discusses the challenges of power in modern AI data centers and the potential of hydrogen fuel cells as a power source. ➂ It highlights the Vertiv fuel cell container and its ability to provide around 200kW of power output.