➀ TSMC reported a record $30.07 billion revenue in Q2 2025, driven by AI processor demand;
➁ Plans to build 15+ new fabs worldwide, including 11 in Taiwan and overseas expansions;
➂ N2 node enters mass production in late 2025, with AI-focused A16 node on track for 2026.
➀ The rapid growth of generative AI (GenAI) strains existing infrastructure with exorbitant costs (e.g., $100M training cost for GPT-4) and reliability challenges like frequent hardware failures;
➁ proteanTecs embeds intelligent on-chip agents to enable real-time workload-aware monitoring, dynamically optimizing power, performance, and reliability with minimal overhead (1-1.5% gate count, 8-14% power reduction);
➂ The solution addresses both AI training and inference challenges, offering adaptive voltage/frequency scaling and health monitoring to sustain scalable GenAI advancements.
➀ Researchers developed the world's first comparator-free memory sorting chip using memristor-based PIM architecture and Tree Node Skipping algorithm;
➁ The system achieved 7.7× speed improvement and 160.4× energy efficiency compared to ASIC solutions, enabling real-time applications;
➂ Demonstrated versatility in path planning and AI acceleration, paving the way for next-gen edge computing and intelligent hardware.
➀ France's historical influence on Western civilization sets the stage for VSORA, a French AI chip startup, to emerge as Europe's sole competitive player in AI processors despite geographical distance from Silicon Valley;
➁ Silicon Valley's ecosystem thrives on proximity and rapid information exchange, yet VSORA leveraged its outsider status to develop a breakthrough hardware architecture for AI inference in data centers and edge computing;
➂ Adopting a hybrid model, VSORA plans to establish a Silicon Valley design center while retaining French engineering roots, addressing transatlantic collaboration challenges through advanced tools and strategic alignment.
➀ Neil Druckmann discussed the evolving role of storytelling in video games with screenwriter Alex Garland, reflecting on the challenges and inspirations around narratives in games.
➁ Games like BioShock and The Last of Us demonstrated the full capability of narrative in gaming, challenging the industry's skepticism.
➂ Druckmann shared his early inspirations for narrative-driven games, including Monkey Island 2 and Half-Life 2.
➀ Reputable leaker Billbil-Kun reports that Death Stranding 2 pre-orders are expected to start in March, with a release date likely announced at SXSW 2025.
➁ The game will have a Standard Edition at $69.99 and a Collector's Edition at $229.
➂ The leak also confirms that Death Stranding 2 will launch with a physical Standard Edition, priced at $69.99 USD / 69.99 EUR, along with a Collector's Edition planned for North America and Europe, retailing at $229 USD.
➀ S2C在亚太地区2024年Arm技术研讨会后，推出了针对智能视觉物联网和下一代汽车技术的解决方案；
➁ S2C的基于Arm的智能视觉参考设计和混合MCU原型设计平台，帮助开发者加速产品开发，提高效率；
➂ S2C与Arm的合作，为开发者提供了加速创新和满足对更智能、更高效解决方案不断增长需求的途径。
➀ Dr. Prady Gupta is the Founder and Chief Scientist at Infinita Lab and Infinita Materials, focusing on materials testing and specialized chemicals for high-tech industries.
➁ Infinita Lab offers a network of over 2,000 accredited labs for comprehensive materials testing services.
➂ Infinita Materials specializes in custom inorganic chemicals for sectors like semiconductors and batteries.
➀ The complexity of semiconductor chip design has increased the demand for scalable cloud solutions in post-tapeout flow management.
➁ Cloud platforms offer dynamic scaling and cost-effective resource management.
➂ Strategic partnerships and cloud services like Siemens EDA and AWS are revolutionizing PTOF processes.
➀ This paper discusses the post-silicon validation of the IBM POWER9 processor, highlighting its significance in the context of increasing multi-core processor adoption by hyperscalers.
➁ IBM's Threadmill, a tool for processor verification, has been enhanced since the POWER7, including optimized template allocation and debugging strategies for multi-core write drops.
➂ The validation methodology for POWER9 has significantly improved bug detection rates compared to POWER8, with new techniques like AI prioritization and hardware irritators to induce bugs.
➀ Traditional RF board design strategies are insufficient for high frequencies and dense layouts;
➁ Keysight and Modelithics collaborate on an advanced RF board simulation workflow;
➂ The use of 3D passive component models enhances simulation accuracy and reduces the risk of board re-spins.
➀ Alchip预计2024年营收将超过10亿美元，实现重大里程碑；
➁ 公司专注于先进技术，包括2nm测试车间的发布和3DIC设计流程的准备工作；
➂ Alchip通过灵活且强大的3DIC设计流程应对先进封装的挑战，优化功率传输、互连和热特性。
➀ Synopsys introduces a direct drive/linear optical interface to simplify designs and reduce power consumption.
➁ Optical interconnects are crucial for data centers to overcome copper wiring limitations.
➂ Synopsys demonstrates near-error-free data transmission with TeraSignal's ultra-low power driver at DesignCon.
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 proteanTecs提供先进的电子设备，具备自监控功能，以优化性能、降低功耗并防止故障；
➁ proteanTecs的AVS Pro™解决方案为客户实现了显著的节能效果，最高可达14%；
➂ proteanTecs通过生产测试和深度数据可见性解决方案，帮助公司优化芯片性能并缩短上市时间。
➀ The ASUS AI POD, featuring the NVIDIA GB200 NVL72 platform, is set for March 2025 shipping.
➁ It boasts 26 NVIDIA GRACE CPUs, 72 Blackwell GPUs, and advanced cooling, offering significant AI performance enhancements.
➂ Designed for data centers, it supports large-scale AI training and inference, with ASUS providing full-service solutions.
➀ ASUS is reportedly developing new NUC Mini-PCs featuring AMD's Ryzen AI Max 'Strix Halo' APUs.
➁ The new APU includes 16 cores, 32 threads, and a 40-core RDNA 3.5 GPU.
➂ These systems are part of the NUC 14 family and have been certified by the BIS.
➀ NVIDIA's stock price dropped 17% after Chinese startup DeepSeek launched its R1 model.
➁ The R1 model, developed in just two months and costing $6 million, rivals OpenAI's ChatGPT.
➂ NVIDIA responded to the development, emphasizing the importance of Test Time Scaling and the need for NVIDIA GPUs.
➀ The adoption of multi-die solutions in HPC chip designs is driven by advancements in interconnect technology, thermal management, and power delivery.
➁ Multi-die architectures offer higher performance, design flexibility, and cost efficiency compared to traditional monolithic designs.
➂ The current market demand for scalable, energy-efficient computing, especially in AI and HPC applications, positions multi-die solutions as a crucial component for future semiconductor developments.
