➀ Meta announces the AMD Instinct MI300X for AI inference and NVIDIA GB200 Catalina; ➁ Meta uses AMD's MI300X accelerators in its Grand Teton platform; ➂ NVIDIA's GB200 rack is introduced as 'Catalina'.
Recent #Meta news in the semiconductor industry
➀ Andrew 'Boz' Bosworth, Meta's CTO and Reality Labs chief, has publicly apologized to Palmer Luckey, the founder of Oculus, who was fired from the company in 2017 due to political reasons. Boz admitted that his previous statements about Luckey's departure were incorrect and expressed gratitude for Luckey's impact on the company and VR development. ➁ Former Oculus CTO John Carmack expressed regret for not supporting Luckey more at Facebook, suggesting that a unified front of Oculus founders could have changed the outcome. ➂ After a nearly five-month online rift, Luckey was invited back to Meta for the first time since his departure in 2017, where he received a face-to-face apology from Bosworth and had the opportunity to try out Meta's Orion AR glasses prototype.
➀ Meta's Orion AR Glasses were showcased at the Meta Connect developers conference, receiving positive feedback for their design and potential. ➁ Analyst Ben Thompson praised the notification flow, application pinning, and gaming capabilities of the Orion. ➂ Thompson believes Apple's next Vision Pro should focus on entertainment and be more like the Quest 3 or 3S. ➃ Apple has been working on AR glasses since at least 2015 and may introduce its own AR glasses around the same time as Meta's Orion, potentially leading the market.
➀ The author shares their personal experience with the limited edition transparent Ray-Ban Meta smart glasses; ➁ They praise the glasses for their stylish design and functionality, highlighting the transition lenses and Meta AI features; ➂ The article discusses the glasses' camera capabilities, comfort, and the overall impression of the product.
➀ Meta unveiled its new VR headset, the Quest 3S, at its Connect event, offering a lower-priced option at $299 for the 128GB model and $399 for the 256GB model. The Quest 3S provides similar mixed reality capabilities as the Meta Quest 3 but with a lower resolution display. ➁ Meta also showcased its AR glasses prototype, Orion, which the company claims is the most advanced pair of AR glasses ever made. Orion features holographic displays and a larger field of view, aiming to provide a more immersive AR experience. ➂ However, Orion will only be available to a select few, as Meta considers it a prototype and uses feedback for future iterations.
➀ The Meta Quest 3S is expected to offer powerful performance similar to the Meta Quest 3 but with a more affordable price by excluding controllers, relying primarily on hand-tracking for control. ➁ This decision could position the Quest 3S as a standalone computing option rather than a gaming console, similar to Apple's Vision Pro. ➂ Despite the lack of controllers, users can still enhance their experience by purchasing Touch Plus controllers separately, though this may narrow the gap between the Quest 3 and 3S.
➀ Meta has canceled the development of its high-end mixed-reality headset, 'La Jolla', which was intended to compete with Apple's Vision Pro. ➁ The project aimed to use high-resolution, high-cost micro-OLED screens and was initially planned for a 2027 launch. ➂ Meta's investment in the Metaverse since 2019 ranges from $36 billion to $46.5 billion, with no profits and significant losses in its Metaverse unit.
➀ 52.7% of failures in 200G FR4 modules are due to 50G PAM4 DFB laser power degradation or absence. ➁ PCBA failures significantly increased to 24.8%, likely due to high-speed HDI board and dense soldering processes. ➂ 15.9% of failures are attributed to gold wire bonding in the Rx section. ➃ In 400G FR4 modules, EML is used instead of DFB, resulting in lower failure rates at 13.4%, with PCBA emerging as the primary failure point.
1. The Consumer Center of North Rhine-Westphalia (NRW) has issued an official warning to Meta following complaints by the privacy organization Noyb against Meta's planned use of user data from Facebook and Instagram for training AI models in eleven European countries. 2. The Consumer Center NRW criticizes Meta for attempting to implement a significant change in data usage through a simple adjustment of its privacy policy, without active consent from users. 3. Meta has been given until June 19, 2024, to submit a cease and desist declaration, after which legal action may be taken.
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