Recent #HPC news in the semiconductor industry

3 months ago

➀ A controversial University of East London ad links screen time to climate damage through data center emissions, rather than Wi-Fi itself;

➁ The campaign emphasizes the environmental impact of social media-driven data centers, advocating for sustainable infrastructure research;

➂ Critics warn the ad risks misinterpretation by conspiracy theorists, despite its intent to provoke climate awareness.

HPCPrivacysustainability
3 months ago

➀ Applied Materials (AMAT) reported a significant Q4 revenue drop of $1B, driven by a $500M decline in China (due to export restrictions and market saturation) and a $500M slowdown in advanced logic/foundry projects, with TSMC delaying fab expansions;

➁ The semiconductor equipment cycle has turned negative, potentially ending China's prolonged capex growth and increasing TSMC's pricing power over suppliers;

➂ Memory markets remain viable only in HBM segments, while equipment stocks face reality checks with AMAT shares plunging 14% amid lowered investor confidence in sector resilience.

SEMiconductorHBMHPC
3 months ago

➀ Rocket Lab acquires Geost, a specialist in electro-optical/infrared (EO/IR) sensor systems, for $275 million to enhance missile tracking capabilities for the U.S. Golden Dome defense initiative;

➁ The deal includes cash, stock, and future earnouts, integrating Geost's real-time situational awareness technology into Rocket Lab’s satellite systems to bolster national security;

➂ Geost’s EO/IR expertise supports missile warning, space domain awareness, and Earth observation, aligning with the U.S. vision for resilient space architecture under Golden Dome.

HPCSpacesemiconductor
3 months ago

➀ Photonic processors use light instead of electrons for computations, offering unparalleled speed and energy efficiency;

➁ Key advantages include parallel processing via wavelength multiplexing, scalability, and applications in AI, HPC, telecommunications, and quantum computing;

➂ Challenges remain in integration with electronics, manufacturing costs, and material limitations, but ongoing research by Intel and IBM signals promising growth.

AIHPCsemiconductor
3 months ago

➀ S2C demonstrated comprehensive digital EDA solutions and strategic partnerships at RISC-V Summit China 2025, supporting IP validation to system-level verification;

➁ Live demos included BOSC's 16-core Kunminghu processor validated using S8-100Q systems and Xuantie R908 real-time processor implementation;

➂ Introduced Transaction-Based Acceleration methodology combining virtual prototyping and hardware emulation to overcome RISC-V verification challenges.

EDARISC-VHPC
3 months ago

➀ GCC 16 may remove IA-64 support due to unmaintained code and rare hardware since Intel discontinued Itanium in 2021;

➀ Linux kernel dropped Itanium support in 6.7, leaving IA-64 compiler code in limbo without active maintainers;

➀ Itanium's IA-64 architecture, despite early hype, failed to compete with AMD's x86-64 due to complexity and compatibility issues.

HPCIntelLinux
3 months ago

➀ NVIDIA introduces RTX PRO 6000 Blackwell GPU servers for enterprise systems, partnering with Cisco, Dell, HPE, and others;

➁ The 2U servers deliver 45× higher performance and 18× energy efficiency improvements over CPU-only systems, accelerating AI, analytics, and industrial applications;

➂ Features include advanced Blackwell architecture, 4× faster graphics rendering, multi-instance GPU virtualization, and compatibility with NVIDIA’s AI Enterprise software ecosystem.

GPUHPCNVIDIA
3 months ago

➀ A 1960 article highlights the formation of a European preparatory commission to structure a space program;

➁ The commission aimed to explore rocket development, global geophysical collaboration, and a potential space research institute modeled after CERN;

➂ Discussions included utilizing European and international launch sites, as noted by Prof. Sir Harrie Massey.

HPCsemiconductor
3 months ago

➀ NVIDIA announced 2U rackmount servers with RTX Pro 6000 Blackwell GPUs at SIGGRAPH 2025, targeting enterprise AI deployments;

➀ Partner companies including Dell and HPE will offer compact servers with dual GPUs, reducing space and cooling needs compared to 4U systems;

➂ The RTX Pro 6000's air-cooled design offers a cost-effective alternative to liquid-cooled B200/B300 GPUs, ideal for edge computing.

AIHPCNVIDIA
3 months ago

➀ Koblenz University of Applied Sciences launches a new Bachelor's program in Robotics and Artificial Intelligence (AI) for the 2025/26 winter semester, supported by €2 million in funding from the Rhineland-Palatinate Ministry of Science and Health;

➁ A state-of-the-art robotics laboratory has been established, enabling students to gain hands-on experience in robotic automation, AI applications, and interdisciplinary research combining mechatronics and computer science;

➂ The program emphasizes industry collaboration, with a dual-study option starting in 2026 to address regional talent demands and strengthen Rheinland-Pfalz's position in technological innovation.

AIHPCSoftware
3 months ago

➀ Time series databases (TSDBs) are becoming critical for managing high-velocity sensor and IoT data, enabling efficient storage and real-time analysis in industries like wind energy (e.g., MHI Vestas) and robotics (e.g., Groove X);

➁ TSDBs optimize time-stamped data handling with specialized compression, indexing, and life cycle management, outperforming traditional relational databases in scalability and query speed;

➂ Popular TSDBs include InfluxDB, Timescale DB, and Prometheus, which support large-scale data ingestion, flexible visualization, and industrial IoT applications.

HPCIoTSoftware
3 months ago

➀ Adaptec SmartRAID 4300 RAID card supports 32 NVMe SSDs with PCIe 4.0/5.0 interfaces, achieving 291GB/s sequential read speeds;

➁ Software-defined storage architecture decouples hardware from software, enabling superior scalability and compatibility with mixed SSD configurations;

➂ Demonstrated 7x I/O performance improvement over previous generations, with RAID 5 array rebuilds hitting 32GB/s in Linux environments.

HPCPCIe 5.0SSD
3 months ago

➀ NASA seeks industry proposals for a 100 kW lunar nuclear reactor by 2030, estimated at $3 billion, to provide stable power during the moon's two-week nights where solar energy is impractical;

➁ The reactor aims to support life-support systems, scientific instruments, and industrial activities, with cooling challenges addressed by large radiators (100–200m²) to dissipate heat in the moon's airless environment;

➂ China and Russia plan a joint lunar nuclear plant by 2035, while NASA and the UK Space Agency previously funded Rolls-Royce and other firms for reactor design studies.

CoolingHPCsemiconductor
3 months ago

➀ Former Intel board members propose splitting Intel into separate design and manufacturing entities to create a TSMC alternative, emphasizing competition in the semiconductor foundry market;

➁ The author opposes the split, citing the critical integration between chip design and manufacturing, and highlights AMD's success through close collaboration with TSMC;

➂ Maintaining U.S. leadership in advanced semiconductor manufacturing is deemed vital for national security and global competitiveness, requiring collaboration between government and industry.

IntelTSMCFoundryHPCNational Security
3 months ago

➀ Owens Design has delivered over 3,000 custom systems across semiconductor, biomedical and energy sectors with 100% on-time delivery record;

➁ Its PR:IME platform accelerates semiconductor inspection tool development 40% faster through modular design and pre-validated components;

➂ The company operates as an engineering partner bridging R&D and production with phased development approach minimizing technical risks.

SEMiconductorHPCAutomation