➀ A 7.7-magnitude earthquake struck Myanmar, potentially affecting PC hardware production in neighboring countries;

➁ Thai and Vietnamese manufacturing sites for major tech companies are being assessed for damage and supply disruptions;

➂ Taiwanese tech companies operating in Thailand report no major damage or injuries, with some experiencing temporary shutdowns and evacuations.

➀ Semiconductor capital expenditures (CapEx) are expected to decrease to $155 billion in 2024, before increasing to $160 billion in 2025.

➁ TSMC plans a significant increase in CapEx for 2025, estimating between $38 billion and $42 billion, while Micron Technology is projecting $14 billion.

➂ The CHIPS Act has allocated $32 billion in grants and $6 billion in loans to support semiconductor manufacturing in the U.S.

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 Intel's highly anticipated 'Big Battlemage' GPU, BMG-G31, has been confirmed canceled by leaker Jaykihn.

➁ The cancellation was rumored to have occurred in Q3 of the previous year, long before the release of the Arc B580.

➂ The Arc B580, while having solid performance, cannot compete with AMD and NVIDIA's enthusiast-focused cards.

➀ The Crucial Pro Overclocking DDR5-6400 C38 offers excellent performance for both Intel and AMD CPUs.

➁ The memory kit supports Intel XMP 3.0 and AMD EXPO, and has a low-profile design.

➂ While the kit performs well in application workloads, its gaming performance is average, and it has limited overclocking capabilities.

➀ Intel has announced that three members of its board of directors will not seek reelection, shifting the board's focus to a more high-tech industry-oriented one.

➁ The departing directors have backgrounds in healthcare and academia, and their departure is seen as a move towards deeper tech expertise.

➂ The new board composition includes a stronger emphasis on industry-specific knowledge, which may help Intel regain its competitive edge.

➀ Achieving design rule compliance and optimal electrical performance in advanced semiconductor designs is crucial for minimizing design iterations and ensuring product reliability.

➁ Siemens Digital Industries Software's Calibre DesignEnhancer (DE) provides analysis-based EMIR solutions that enhance power integrity and reduce IR drop.

➂ Both Google and Intel utilized Calibre DE to address IR drop issues, demonstrating significant improvements in power grid robustness and electrical performance.

HP has refreshed its premium consumer laptop lineup, the OmniBook X, with new convertibles and a large clamshell design. The updates include new lattice-free keyboards and feature chips from both Intel and AMD.

The new machines range in size from 14-inch to 17.3-inch and include options for Intel Core Ultra processors and AMD Ryzen AI processors. They also feature OLED touch displays and various GPU options, including Nvidia's discrete GPUs.

HP has also introduced a lattice-free keyboard design and a range of storage and memory options. The laptops are positioned as AI-focused devices, though their AI capabilities are still in development.

➀ Cadence has officially joined the Intel Foundry Accelerator Design Services Alliance;

➁ This collaboration aims to drive innovation and support advanced chip design;

➂ The alliance aims to solidify Intel Foundry's leadership in cutting-edge semiconductor solutions.

➀ Chen Liwu, 65, has been appointed as the new CEO of Intel, marking the first time in Intel's 57-year history that a Chinese has held the position.

➁ Chen is known as the 'Father of Chip Venture Capital' and has founded Walden International, managing over $3 billion in capital and investing in over 500 companies, including many semiconductor companies.

➂ Intel has faced challenges such as declining revenue and market share loss in recent years, prompting the appointment of Chen to lead a strategic shift.

➀ Intel appoints Lip-Bu Tan as its new CEO, raising concerns about potential layoffs and the future of Intel Foundry.

➁ China's chip smuggling continues with individuals and companies importing restricted AI servers, while Huawei is accused of tricking TSMC into manufacturing banned processors.

➂ AMD releases the Ryzen 9 9950X3D, dominating Intel's chips in gaming performance with its 3D V-Cache technology.

➀ Intel has achieved an exciting milestone with the first run of 18A (1.8nm-class) wafers at its Arizona fab;

➁ The milestone involves transferring the new fabrication process to a brand-new facility in Arizona;

➂ Intel plans to mass produce compute chiplets for Panther Lake processors and Xeon 7 processors for datacenters using the 18A technology.

➀ TSMC正在与Nvidia、Broadcom、Qualcomm和AMD讨论收购英特尔晶圆厂的合资企业；

➁ Sanan Optoelectronics和STMicroelectronics在重庆合资建立了32亿美元的碳化硅晶圆厂；

➂ 本周嵌入式世界2025展会的最新电子新闻综述；

➃ 德州仪器宣布其最新的微控制器是“世界上最小”的，尺寸为1.6 x 0.86mm；

➄ 美国总统特朗普对格罗夫之后英特尔CEO的表现持批评态度。

➀ InPsytech, a provider of high-performance semiconductor IP solutions, joins the Intel Foundry Accelerator IP Alliance;

➁ The collaboration aims to enhance HPC, AI, and automotive applications;

➂ InPsytech's advanced IP offerings will be integrated into the Intel Foundry ecosystem.

➀ Lip-Bu Tan has been appointed as Intel's new CEO, succeeding Pat Gelsinger;

➁ Tan has a strong background in semiconductor and software, and has previously served as CEO of Cadence Design Systems;

➂ Tan emphasizes the importance of engineering and aims to turn around Intel's business.

➀ Nvidia claims to have shipped twice as many 50-series GPUs as 40-Series at launch, but the comparison is misleading;

➁ The first five weeks of Ada only had RTX 4090 cards available, while the 50-series GPUs were launched later;

➂ The availability of RTX 50-series GPUs is scarce, with high prices and supply issues.

➀ Lip-Bu Tan will become the CEO of Intel starting March 18th;

➁ Tan resigned from the board last August due to dissatisfaction with the company's workforce, culture, and AI strategy;

➂ Tan expressed confidence in Intel's ability to win and emphasized the company's essential role in the global technology ecosystem.

➀ Lip-Bu Tan has been appointed as the new CEO of Intel, starting March 18, 2025;

➁ The appointment comes after a series of leadership changes at Intel, including the resignation of Pat Gelsinger;

➂ Tan's background as a Silicon Valley royalty and his experience as the CEO of Cadence Design Systems are seen as crucial for Intel's future direction.

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.