➀ Quanta Computer plans to increase AI server production in the US due to high demand; ➁ NVIDIA's GB200 is being trial-produced in Taiwan and the US, with production ramping up in Q1 2025; ➂ Quanta has production capacity on both the east and west coasts of the United States and will continue to expand its factories.
Recent #HPC news in the semiconductor industry
➀ OpenLight is the first open silicon photonics platform with integrated lasers; ➁ Solves challenges in design, manufacturing, and deployment of silicon photonics; ➂ Strongest application areas include data centers, AI/ML, and HPC; ➃ Focuses on scalability and efficiency for photonic components; ➄ Differentiates by enabling direct integration of active components into silicon; ➅ Developing advanced PICs and expanding portfolio with 1.6Tb products.
➀ The RISC-V and open-source functional verification challenge highlights the differences in verification processes between RISC-V and ARM cores. ➁ The importance of selecting a reliable IP vendor and the impact of software support on verification is discussed. ➂ The role of RISC-V profiles in simplifying verification and enabling software compatibility is emphasized.
➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.
➀ The increasing complexity of chip design necessitates efficient debugging solutions for successful prototype verification; ➁ Prototyping plays a crucial role in chip verification by enabling real-world scenario testing and early customer demonstrations; ➂ S2C's Prodigy prototyping solution offers a comprehensive debugging platform with tools like real-time control software, design debugging software, Multi-Debug Module, and ProtoBridge co-simulation software.
➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices
➀ Electron Beam Probing (EBP) has become a powerful method for security analyzing of sub-7nm ICs. ➁ It offers better spatial resolution than optical probing and is suitable for sub-7nm flip-chips and advanced 3D architectures. ➂ The research focuses on the importance of EBP in failure analysis and hardware assurance.
➀ AMD is reportedly set to produce next-gen, high-performance HPC AI chips at TSMC's new Arizona fab; ➁ This makes AMD the second major client for the new fab after Apple; ➂ Production is expected to begin in 2025 at TSMC's 5nm process node.
➀ Supermicro confirms the delay of NVIDIA's Blackwell B200 AI GPU; ➁ Offers liquid-cooled Hopper H200 AI GPUs as an alternative; ➂ Asserts minimal impact on AI server market.
1. Alphawave Semi has developed the industry's first multi-protocol I/O connectivity chiplet for HPC and AI, delivering 1.6Tbps throughput; 2. The chiplet supports various protocols including PCIe, CXL, and Ethernet, enhancing data transfer efficiency and AI model training; 3. Alphawave Semi's focus on both technical and business factors is driving the adoption and sustainability of chiplet technology in high-performance computing and AI applications.
1. TSMC's Q2 2024 revenue reached $20.82 billion, marking the best quarter in the company's history. 2. HPC revenue share exceeded 52%, driven by AI processor demand and a rebound in the PC market. 3. Advanced technologies (N3, N5, N7) accounted for 67% of total wafer revenue, with N3 process technologies contributing 15%.
➀ Toray Engineering Co., Ltd. has developed the UC5000, a high-precision semiconductor packaging system for panel-level packaging (PLP), which is gaining popularity, especially for AI server applications.
➁ The UC5000 achieves chip packaging accuracy of ±0.8μm using thermal compression bonding (TCB) on large panels, supporting both silicon wafers and glass substrates.
➂ Key features include advanced TCB technology, high-accuracy packaging, and warp-correction transfer technology, addressing challenges such as warping and material expansion in glass panel processing.
➀ This letter discusses the changes in the server industry, particularly the rise of AI servers and Intel's pullback;
➁ The challenges faced in reviewing high-end systems, including customs delays and logistical issues;
➂ The team expansion at STH, including new hires and the transition of roles;
➃ The growth of the STH YouTube channel and plans for a one million subscriber audience;
➄ The launch of the Axautik Group and its focus on financial community content;
➅ The updates on the STH Labs shorts channel and the importance of newsletter and YouTube subscriptions.
➀ Alphawave Semi推出了针对高速互连半导体市场的最新光电子解决方案，预计到2028年市场规模将超过40亿美元。
➁ 新产品包括支持PAM4和Coherent-lite调制的数字信号处理器（DSP），以实现AI驱动的高速数据中心数据传输。
➂ 该解决方案利用了Alphawave的WidEye DSP架构和EyeQ高级诊断技术，并提供800G和1.6T的互连能力。
➀ Inertial Labs, a VIAVI Solutions Inc. company, has launched the M-AJ-QUATRO, an advanced anti-jamming antenna system designed to ensure Assured Positioning, Navigation, and Timing (A-PNT) in GPS/GNSS-challenged environments. This system supports military and commercial aviation applications.
➁ The M-AJ-QUATRO features adaptive digital nulling with over 34dB+ interference suppression (export-free version) and over 45dB+ suppression (export-controlled version), along with dual FPGA-based encryption and anti-spoofing technology to secure signal integrity.
➂ The antenna supports GPS, GLONASS, GALILEO, BEIDOU, and QZSS, ensuring reliable global coverage across L1, L2, and L5 GNSS bands, and is built to meet MIL-STD-810G and MIL-STD-461F standards.
➀ A student at the University of Applied Sciences in Hagen, Melanie Welp, has developed a contactless timing system for Paralympic swimming to prevent injury from head impacts.
➁ The prototype uses an ultrasonic sensor to measure the time at six meters and 50 centimeters before the edge of the pool.
➂ The system has been tested and shown to be possible without causing injury to swimmers.
➀ YES, a global leader in materials and interface engineering equipment solutions, has shipped the first commercial VeroTherm Formic Acid Reflow tool to a global semiconductor manufacturer from its Sulur, Coimbatore facility.
➁ This marks a significant milestone for YES and the Indian semiconductor ecosystem, as it is the first equipment produced in India for advanced semiconductor applications like HBM.
➂ The Sulur facility, which commenced operations in September 2024, is part of YES's strategic expansion plan to serve global customers more efficiently.
➀ Cadence has launched Conformal AI Studio, an advanced AI tool designed to tackle the challenges of increasing SoC design complexity.
➁ Key features include distributed Boolean logic equivalence checking, automated functional ECO generation, and low-power static signoff tools.
➂ Early adopters like MediaTek have reported significant improvements in productivity, including 83% smaller ECO patches and over 100X faster power-state-table analysis, demonstrating its potential for applications in AI infrastructure, hyperscalers, and mobile devices.
➀ The article discusses a reference design for drone electronic speed controllers (ESCs), focusing on the STEVAL-ESC001V1 by ST Microelectronics, designed specifically for entry-level commercial drones.
➁ The design supports three-phase brushless (BLDC) and permanent magnet synchronous motors (PMSM), with a peak current handling capacity of up to 30A, powered by 6S LiPo batteries or similar DC sources.
➂ Key features include an advanced sensorless field-oriented control (FOC) algorithm, support for motor parameter optimization via the ST Motor Profiler, and integrated safety features like overcurrent and overvoltage protection, making it suitable for small UAVs and RC vehicles.
➀ A trawler caught 7 1/2 times as much fish as with conventional driftnet methods using new electronic fish-finding equipment developed by Kelvin and Hughes (Marine) limited;
➁ The story dates back to 65 years ago, when CERES (Combined Echo Ranging Echo Sounding) equipment was introduced;
➂ CERES combined echo-ranging and echo-sounding to improve fishing efficiency.