➀ ByteDance plans to sidestep U.S. sanctions by renting Nvidia GPUs in the cloud; ➁ The company has allocated a $7 billion budget for this initiative; ➂ ByteDance aims to invest over $20 billion in AI infrastructure.
Recent #HPC news in the semiconductor industry
➀ The editor discusses the re-alignment of STH's focus and platforms, including the main site, forums, YouTube, and Labs. ➁ The challenges faced in expanding content and resources for larger projects, such as the Olympics and xAI Colossus videos. ➂ The editor's hope to continue bringing larger pieces to the community while improving average content quality and reaching new audiences. ➃ The team is looking to scale and hiring in Scottsdale, with a focus on expanding the YouTube channel and evolving the Axautik Group's content.
➀ Arm在诉讼中未能获得其最想要的结果,即禁止高通在PC芯片组中使用Nuvia设计的基于Arm的核心;➁ 虽然陪审团未能就Nuvia是否违反了与Arm的许可条款达成一致意见,但Arm有机会进行重审;➂ 高通律师出示了一份由Arm首席执行官撰写的策略文件,其中设想Arm建造自己的芯片,这可能是Arm业务模式的一个重大转变。
➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
➀ UMC announced a significant breakthrough in the advanced packaging market; ➁ The contract is for high-performance computing (HPC) applications; ➂ The win challenges TSMC's long-standing dominance in the sector.
➀ Synopsys announces Ultra Ethernet and UALink IP for next-generation AI datacenters; ➁ The IPs support high-speed connectivity and intelligent multipathing; ➂ The technologies are expected to be launched in 2025.
➀ MosChip selects Cadence's 5nm EDA tools for designing the HPC processor 'AUM' for C-DAC; ➁ MosChip is the first publicly traded fabless semiconductor company in India with over 25 years of experience in designing products and SoCs; ➂ The collaboration aims to leverage Cadence's advanced tools for the development of high-performance computing solutions.
➀ Scientists and engineers from UKAEA and the University of Bristol have created the world's first carbon-14 diamond battery; ➁ The battery leverages the radioactive isotope carbon-14 to produce a diamond battery with a potential lifespan of thousands of years; ➂ The technology could be used in medical devices and extreme environments, providing continuous power for decades.
➀ Researchers from City University of Hong Kong have observed a new vortex electric field with potential applications in enhancing future electronic, magnetic, and optical devices; ➁ The research, published in Science, could lead to improved memory stability and computing speed, as well as impact quantum computing, spintronics, and nanotechnology fields; ➂ The team developed an innovative ice-assisted transfer technique to create twisted bilayers with a wide range of twist angles, leading to the discovery of a 2D quasicrystal that may enhance various device capabilities.
➀ Broadcom unveils its 3.5D XDSiP platform for AI and HPC processors; ➁ The platform utilizes TSMC's CoWoS and advanced packaging technologies; ➂ It allows for SiPs with up to 6000mm² of 3D-stacked silicon and 12 HBM modules, set to arrive in 2026.
➀ Despite U.S. sanctions and China's localization efforts, Chinese companies remain reluctant to adopt domestic chips; ➁ The reluctance stems from technological limitations, availability of reliable foreign alternatives, and lack of government requirements; ➂ AI and HPC sectors are particularly challenging, with limited access to advanced technologies and domestic alternatives struggling to compete.
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
➀ Intel's initial promises under Pat Gelsinger were ambitious but execution has been lacking; ➁ The company faces challenges with a bloated workforce, risk-averse culture, and a lagging AI strategy; ➂ Intel's investments in process technology have not yielded significant results, and the company must make hard choices about its future.
➀ ATEK Access Technologies has developed the Mini-Bar, a memory token and receptacle system designed for handheld applications, which is 60% smaller than the equivalent Bar receptacle models. The MBRHN model measures 16.3mm x 14.7mm x 13.6mm and the MBRFN model is slightly smaller. The Mini-Bar tokens are larger than microSD cards but thicker and stronger. They use serial EEPROM and are available in 16kb or 256kb capacities. ➁ Next year, ATEK will introduce Mini-Bar tokens using Microchip's secure memory ICs. ➂ The Mini-Bar system aims to balance size reduction with ease of handling credentials in cryptographic products and embedded systems.
➀ Iceotope’s KUL AI liquid cooled server reduces energy consumption by 40%; ➁ Optimizes GPU performance with PLC technology; ➂ Suitable for AI research labs, HPC centers, and cloud service providers.
➀ SemiQon claims to have developed the 'world's first transistor capable of functioning efficiently in cryogenic conditions'; ➁ The transistors are FD-SoI mosfets designed for sub-1K operation and can be mass-produced using existing CMOS fabs; ➂ The transistors are made on 150mm SOI wafers and could operate at 500MHz with each dissipating 2pW.
➀ Dr. habil. Thomas Kämpfe has been appointed as a professor at the Technical University of Braunschweig's Faculty of Electrical Engineering, Information Technology, and Physics, taking over the chair for Neuromorphic Computing. ➁ He has a diverse research background in nanoelectronics and ferroelectronics, and has made significant contributions to in-memory computing with his habilitation research on ferroelectric hafnium oxide. ➃ Kämpfe's research and teaching experience will enhance the development of energy-efficient AI transistors at the CMOS Design Institute.
➀ HPE introduces the Slingshot 400 switch with liquid cooling and 51.2Tbps speed; ➁ The switch is designed for HPE's liquid-cooled supercomputing platforms; ➂ The new switch aims to provide faster HPC interconnect speeds to keep pace with AI cluster solutions like NVIDIA Spectrum-X.
➀ NVIDIA has announced a new Grace Blackwell platform with the NVIDIA GB200 NVL4, which combines two Arm-based Grace CPUs and four Blackwell GPUs. The platform is designed for lower power deployments with a power consumption of just over 6kW. The NVL4 module is targeted to be a large node with up to 1.3TB of combined coherent memory. ➁ The GB200 NVL4 is set to ship in the second half of 2025. ➂ The NVL4 is designed as an alternative to the higher power and higher GPU count platforms offered by NVIDIA, targeting specific deployment needs.
➀ The University of Siegen will host two major international conferences, CARV and MCPC 2025, focusing on future industrial challenges such as handling global disruptions in production and supply chains and developing intelligent systems for customized product manufacturing. ➁ The conferences will take place from September 9 to 12, 2025, with experts from around the world expected to discuss current developments and future challenges under the theme 'New Paradigms for Anticipated Uncertainty'. ➂ The two conferences, CARV and MCPC, will address complementary topics: CARV on agile and reconfigurable production systems and sustainable manufacturing processes, and MCPC on the use of digital technologies and product personalization through individual mass production.