Recent #Intel news in the semiconductor industry

10 months ago

➀ Intel needs to fill all its fabs to maintain competitiveness in the semiconductor manufacturing field;

➁ TSMC is rapidly expanding its competitive advantage through partnerships with Japan and Europe;

➂ Creating a universal foundry platform alliance would allow other fabs to utilize their manufacturing capabilities, benefiting Intel;

➃ Intel's failed acquisition of Tower Semiconductor due to regulatory hurdles is a missed opportunity;

➄ TSMC's collaboration with Japanese and European companies to build fabs is a strategic move;

➅ Intel needs to transform and consider establishing a universal foundry platform alliance to fill its fabs and packaging facilities.

IntelTSMCsemiconductor manufacturing
10 months ago
➀ Intel's upcoming Arrow Lake-HX laptop processors, including the Core Ultra 9 275HX, feature 24 cores, 24 threads, and a boost clock up to 5.3GHz. The series will debut at CES 2025. ➁ The new Core Ultra 9 275HX processor was spotted inside a new Razer Blade 18 gaming laptop with 24 cores and 24 threads, boosting at up to 5.3GHz. ➃ Intel has dropped Hyper-Threading from its Arrow Lake CPUs, with the Core Ultra 9 275HX featuring a lower boost clock than the 285HX.
24C/24T5.3GHzArrow Lake-HXCPUCore Ultra 9GeekbenchIntel
11 months ago
➀ HP's upcoming Omen 16 Max gaming laptop leaks ahead of CES 2025, featuring Intel's Arrow Lake HX processor and Nvidia's GeForce RTX 5080 mobile GPU; ➁ The Intel Core Ultra 9 275HX processor is set to be part of Intel's upcoming lineup, with eight P-cores and 16 E-cores; ➂ The laptop is expected to have a 16-inch display, 32GB of DDR5-5600 RAM, and a 1TB PCIe Gen 4 NVMe SSD.
CESGPUHPIntelLaptopNVIDIAcpugaming
11 months ago
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。
AMDEDAHPCIntelSoftwarecybersecuritysemiconductor
11 months ago
➀ Qualcomm has won a legal battle against Arm Holdings, with the jury concluding that it did not violate its architecture license agreement and technology license agreement by acquiring Nuvia and using its IP in Snapdragon X processors. ➁ The jury was unable to decide whether Nuvia, which was acquired by Qualcomm, violated its licensing terms with Arm. ➂ The decision leaves open the possibility of a retrial or further negotiations.
AMDArmCPUsIntelLegal BattlePC ComponentsQualcomm
11 months ago
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.
2nm3D IC3nmAIAI ChipAI PCAMDArmAsusCXLChipletCoolingDDR4DRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonIntelLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIXeonautomotivecpucybersecurityddr5iosmemorymonitorsemiconductorserver
11 months ago
➀ Memory growth is expected to exceed 24% due to the increasing adoption of high-end products like HBM3 and HBM3e, with HBM4 introduction in H2 2025. Non-memory is projected to grow 13% driven by advanced node ICs for AI servers, high-end mobile phone ICs, and WiFi7. ➁ The Asia-Pacific IC design market is set to grow 15% as inventory levels stabilize, personal device demand rises, and AI computing expands. ➂ TSMC's market share is projected to increase in Foundry 1.0 and 2.0, with the expansion of advanced nodes like 2nm and 3nm. ➃ 2nm and 3nm production is expected to accelerate, with TSMC and Samsung leading the way. ➄ Foundry capacity utilization is expected to increase, and 2025 is critical for 2nm mass production. ➅ China's packaging and testing market share is set to rise, and FOPLP will grow rapidly post-2025.
CoWoSFOPLPIC DesignIDCIntelSamsungTSMCfoundrymemorysemiconductor