Recent #NVIDIA news in the semiconductor industry

3 months ago

➀ Reputable leaker Billbil-Kun reports that Death Stranding 2 pre-orders are expected to start in March, with a release date likely announced at SXSW 2025.

➁ The game will have a Standard Edition at $69.99 and a Collector's Edition at $229.

➂ The leak also confirms that Death Stranding 2 will launch with a physical Standard Edition, priced at $69.99 USD / 69.99 EUR, along with a Collector's Edition planned for North America and Europe, retailing at $229 USD.

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3 months ago

➀ AMD's new Radeon RX 9070 series 'RDNA 4' GPUs have significantly more stock than NVIDIA's RTX 5070, with one retailer having 27 times the supply.

➁ Overall, AMD's launch supply is three times that of the entire RTX 50 series.

➂ One retailer reported having 8 x 5080, 10 x 5070 Ti, 14 x 5090, and 27 x 5070 launch supply for the Radeon RX 9070 XT.

AMDGPU supplyGeForce RTX 5070NVIDIARDNA 4Radeon RX 9070
3 months ago

➀ Dr. Prady Gupta is the Founder and Chief Scientist at Infinita Lab and Infinita Materials, focusing on materials testing and specialized chemicals for high-tech industries.

➁ Infinita Lab offers a network of over 2,000 accredited labs for comprehensive materials testing services.

➂ Infinita Materials specializes in custom inorganic chemicals for sectors like semiconductors and batteries.

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3 months ago

➀ CyberPowerPC is addressing the missing ROPs issue in NVIDIA's GeForce RTX 50 series GPUs by testing each unit before shipping.

➁ The company is ensuring every RTX 50 series powered desktop gaming PC is tested for the correct amount of ROPs before they ship out to customers.

➂ NVIDIA has confirmed the issue, advising RTX 50 owners to contact their AIB manufacturer for a replacement.

CyberPowerPCGPUNVIDIAgaming
3 months ago

➀ SK hynix has achieved a 70% yield rate on its HBM4 12-Hi memory, which is set to be used in NVIDIA's upcoming Rubin R100 AI GPUs.

➁ The test yield is an indicator that can be used to make estimations on the actual future yield rate, with SK hynix aiming for a yield upwards and into the late 90% range.

➂ TSMC, as a key partner, is expected to expand its CoWoS advanced packaging capacity to handle the large Rubin chip demand.

HBM4NVIDIARubin AI GPUsSK hynix
3 months ago

➀ This paper discusses the post-silicon validation of the IBM POWER9 processor, highlighting its significance in the context of increasing multi-core processor adoption by hyperscalers.

➁ IBM's Threadmill, a tool for processor verification, has been enhanced since the POWER7, including optimized template allocation and debugging strategies for multi-core write drops.

➂ The validation methodology for POWER9 has significantly improved bug detection rates compared to POWER8, with new techniques like AI prioritization and hardware irritators to induce bugs.

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3 months ago

➀ NVIDIA is reportedly using scarcity marketing for its GeForce RTX 50 series GPUs, creating an impression of shortage despite sufficient inventory.

➁ The real reason for the low availability of the GeForce RTX 50 series GPUs is that NVIDIA is engaging in 'scarcity marketing', controlling the supply and not releasing the GPUs.

➂ The GPUs are expected to be released in large quantities by April or May.

GPUGeForce RTX 50 SeriesNVIDIAStockscarcity marketing
3 months ago

➀ Traditional RF board design strategies are insufficient for high frequencies and dense layouts;

➁ Keysight and Modelithics collaborate on an advanced RF board simulation workflow;

➂ The use of 3D passive component models enhances simulation accuracy and reduces the risk of board re-spins.

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3 months ago

➀ Samsung Vice Chairman Jeon Young-hyun met with NVIDIA CEO Jensen Huang to discuss supplying 8-Hi HBM3E memory for AI GPUs.

➁ Despite delays, Samsung aims for certification by early 2025, while SK hynix has taken most of NVIDIA's requests.

➂ Samsung was expecting to have its HBM3E memory quality certification achieved by 2H 2024, but it missed that by a long shot.

AI GPUsHBM3ENVIDIASamsungmemory
4 months ago

➀ According to Jensen Huang, CEO of NVIDIA, AI is more likely to augment jobs than fully replace them, automating up to 80% of tasks.

➁ Huang compares this shift to the early invention of electricity, heralding the beginning of a new Industrial Revolution.

➂ He suggests that AI advancements are outpacing Moore's Law, with computing power increasing by a million times in 10 years.

AIAI AgentsAutomationMoore's LawNVIDIAWorkforce
4 months ago

➀ The GeForce RTX 5060's launch has been pushed back to April 2025 due to 'chip supply constraints';

➁ The delay affects the RTX 5070, RTX 5080, and RTX 5090, with limited supply expected leading to instant sellouts;

➂ The AI boom is increasing semiconductor demand, impacting the availability of the new GeForce RTX 50 Series.

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4 months ago

➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.

➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.

➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.

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