Recent #HPC news in the semiconductor industry

about 1 month ago

➀ The global 5G Mobile Core Network (MCN) market is projected to grow at a 6% CAGR (2024-2029), driven by 5G Standalone (SA) adoption and AI-driven network capacity demands;

➀ The Multi-Access Edge Computing (MEC) market is expected to expand at 17% CAGR due to dynamic network slicing, RedCap devices, and GSMA Open Gateway APIs;

➂ AI advancements, including Agentic AI, are key to achieving L4 autonomous networking, potentially reducing operational costs for mobile operators, while 3G shutdowns spur IMS Core upgrades and 5G SA deployments expand globally.

AIHPCsemiconductor
2 months ago

➀ Google's datacentre electricity consumption surged to 30.8 million MWh in 2025, doubling since 2020, driving efforts to achieve carbon neutrality by 2030;

➁ Investments include 200MW from fusion startup Commonwealth Fusion Systems, 500MW from fission firm Kairos Power, geothermal projects with Fervo Energy, and 1,300MW solar energy procurement;

➂ Partnerships and $20B investments in carbon-free power plants aim to meet 95.8% of Google’s energy demand sustainably.

GoogleHPCsemiconductor
2 months ago

➀ The substrate market is projected to reach $31 billion by 2030, driven by AI and HPC, with key technologies including Advanced IC Substrates (AICS), Glass Core Substrates (GCS), and Substrate-like PCBs (SLP);

➁ AICS rebounded to $14.2 billion in 2024, GCS is nearing commercialization via global investments, SLP shipments hit 392 million units (smartphone-led), and Embedded Die (ED) remains niche but critical for AI chip power delivery;

➂ Capacity expansion is driven by AI/HPC demand, CHIPS Act incentives, and Chinese investments, with Asia dominating production while U.S. and Europe lag but gain government support.

AIHPC
2 months ago

➀ Researchers at the 2011 Kavli Futures Symposium speculated that designer viruses could someday produce nano-scale logic components, such as 64-bit adders, for integration into chips;

➁ Professor David Awschalom envisioned multifunctional quantum systems combining logic, storage, and communication, potentially spanning biological, chemical, or solid-state platforms;

➂ The Kavli Foundation highlighted the potential of nanoscience for revolutionary applications in technology, medicine, and energy.

HPCresearchsemiconductor
2 months ago

➀ The UK Space Agency launched a £75.6 million tender for an Active Debris Removal mission to capture and de-orbit two defunct satellites using robotic and autonomous spacecraft technology;

➁ The initiative marks a shift from grants to competitive contracts, aiming to stimulate private investment in space sustainability;

➂ The mission addresses the growing threat of space debris, which endangers critical satellite infrastructure supporting GPS, weather forecasting, and national security.

AIHPCsemiconductor
2 months ago

➀ Dell and CoreWeave unveiled the first NVIDIA GB300 NVL72 rack, utilizing Dell PowerEdge XE9712 servers and Vertiv cooling systems with a capacity of up to 2MW per rack;

➁ The GB300 NVL72 integrates NVIDIA's Grace Blackwell Ultra architecture, delivering 21TB of memory and leveraging InfiniBand Quantum-X networking for high-speed AI workloads;

➂ This ultra-high-density rack represents a significant advancement over previous GB200 systems, featuring enhanced liquid cooling and accelerators, with costs potentially exceeding $3.7 million per rack.

DellHPCNVIDIA
2 months ago

➀ Global server market hits record $95.2B in Q1 2025 with 134.1% YoY growth, driven by Nvidia's Arm-based GB200 AI servers capturing 70% shipment increase;

➁ Accelerated Arm servers projected to triple revenue to $103B by 2029, with U.S. and China dominating 83% of global spending amid AI arms race;

➂ Traditional x86 servers' market share shrinks to 28% as AI workloads demand GPU/accelerator-driven systems, potentially enabling future AGI development.

AIHPCNVIDIA
2 months ago

➀ BBS Technik Cloppenburg and PHWT signed a cooperation agreement, enabling vocational students in mechatronics to earn credits for a dual study program in mechatronics/electrical engineering;

➁ Future collaborations include joint laboratory projects at PHWT Diepholz and an innovative IT module with BBZ Diepholz;

➂ PHWT offers schools campus visits, guest lectures, and STEM programs like the 'MINT-Uni' to promote technical education and dual studies.

HPCMicrochipSoftware
2 months ago

➀ The Fraunhofer FHR Wachtberg-Forum highlighted radar technology's critical role in military and civilian security across land, sea, air, and space, with Bundeswehr Space Command emphasizing space domain awareness;

➁ A strategic partnership with Quantum Systems was announced, advancing drone-based surveillance and radar innovation for defense applications;

➂ The event showcased cognitive RF systems, experimental radar technologies, and interdisciplinary collaboration to address evolving global security challenges.

AIHPCcybersecurity
2 months ago

➀ Researchers developed a self-powered temperature sensor using a flexible ionic elastomer combining thermoplastic polyurethane (TPU) and ionic liquids, eliminating the need for external power;

➁ The sensor leverages triboelectric effects from temperature-induced microstructural changes, generating voltage signals that correlate with heat levels, achieving rapid and reversible responses;

➂ Potential applications include wearable electronics for real-time thermal monitoring, with future plans to optimize performance and integrate with AI systems for advanced signal analysis.

AI ChipHPCsemiconductor
2 months ago

➀ The ThaiGer-H2-Racing team from Hochschule Stralsund secured the European championship at the Shell Eco-Marathon 2025, achieving a record 1,024 km/m³ efficiency in the hydrogen fuel cell category.

➁ Their second team, Bengalo Racing, ranked 7th in the Urban Concept electric vehicle category with a 21 km/kWh improvement, showcasing advancements in practical automotive design.

➂ This marks the university's seventh title in the competition since 2008, outperforming teams from Italy, the Netherlands, Turkey, and other European countries.

HPCautomotivesemiconductor
2 months ago

➀ Prof. Dr. Mario Ragwitz is appointed as the spokesperson of the Fraunhofer Excellence Cluster CINES, succeeding Prof. Dr. Hans-Martin Henning, who led the cluster since its founding in 2019.

➁ CINES involves ten Fraunhofer institutes focusing on integrated energy systems, including energy system analysis, digitalization, power electronics, and heat, emphasizing collaboration to address energy transition challenges.

➂ Ragwitz highlights the cluster's role in developing solutions for decarbonizing industrial, heating, and transportation sectors, referencing projects like the TransHyDE hydrogen initiative and the need for systemic infrastructure integration.

GaNHPCSoftware
2 months ago

➀ Fraunhofer researchers developed OPTIMA PRO and DressMAN360°, combining sensor measurements (temperature, noise, lighting) with worker surveys to holistically evaluate industrial workplace comfort;

➁ The approach addresses dynamic factory conditions (e.g., machinery noise, airflows) and subjective perceptions, aiming to enhance employee health and productivity;

➂ DressMAN360°, originally used in vehicle cabins, evolved into an industrial standard tool to reduce strain on workers and improve occupational appeal in manufacturing settings.

CoolingHPCautomotive
2 months ago

➀ Fraunhofer IPK and partners developed an AI system to determine if end-of-life appliances should be refurbished or recycled, using image recognition and cloud-based analysis;

➁ The system employs visual quality scoring (1-5) via mobile apps and synthetic training data, aiming for over 97% identification accuracy;

➂ Integrated with robotic process automation and e-commerce platforms, the project targets reducing carbon footprints and advancing circular economy practices in Germany and Europe.

AIHPCSoftware
2 months ago

➀ Fraunhofer IPK, in collaboration with HaKiGo and YES Ecosystems, is developing a cloud-based AI system to assess whether used household appliances (e.g., refrigerators, washing machines) should be refurbished or recycled, aiming to reduce waste and promote a circular economy;

➁ The AI system uses image recognition and dialog-based mobile apps to evaluate device quality (scored 1-5), predict pricing, and automate resale processes via e-commerce platforms;

➂ The project integrates robotic process automation (RPA) and synthetic data training, targeting a 97% recognition accuracy and synchronization with recycling management systems to reduce CO2 emissions by 2026.

AIHPCSoftware
2 months ago

❶ Markus Krutzik, head of the Joint Lab Integrated Quantum Sensors at Ferdinand-Braun-Institut (FBH), has been appointed as W3-S Professor at HU Berlin, focusing on advancing compact quantum sensor technology.

❷ His research targets practical applications like next-gen satellite navigation, medical biomagnetic field measurements, and quantum internet infrastructure, leveraging microintegration and space-grade laser technologies.

❸ Collaborations with FBH, HU Berlin, and international partners aim to strengthen Germany's quantum technology sovereignty through robust, space-ready semiconductor-based systems.

HPCQuantum Sensorssemiconductor
2 months ago

➀ The Supermicro Hyper SuperServer SYS-222HA-TN is a 2U high-performance server featuring dual Intel Xeon 6900 series CPUs and support for MCRDIMMs, designed for demanding workloads;

➁ It includes eight PCIe Gen5 NVMe bays, supporting storage capacities up to 1PB with high-density SSDs like the Solidigm D5-P5336 122.88TB;

➂ The system offers extensive expansion options, including support for four double-width GPUs, redundant power supplies, and OCP NIC 3.0 slots for flexible networking configurations.

HPCPCIeSSD