➀ AI is driving significant growth in the semiconductor industry; ➁ The AI IC market is expected to reach $110 billion in 2024; ➂ NVIDIA leads the AI IC market with a projected revenue of $96 billion.

➀ The RISC-V and open-source functional verification challenge highlights the differences in verification processes between RISC-V and ARM cores. ➁ The importance of selecting a reliable IP vendor and the impact of software support on verification is discussed. ➂ The role of RISC-V profiles in simplifying verification and enabling software compatibility is emphasized.

➀ ASML, the Dutch chip equipment manufacturer, has announced a reduction in its 2025 order forecast, causing a significant drop in its share price. ➁ The CEO of ASML suggests that despite U.S. export restrictions, China may still be capable of producing 5nm and 3nm chips. ➂ The situation reflects the ongoing competition and technological advancements in the semiconductor industry.

➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.

➀ Samsung Electronics has recently started restructuring its business; ➁ The restructuring includes exiting the LED business; ➂ The decision was announced in a report by China's CCTV Finance.

SK Hynix CEO Kwak Noh-jung confirmed production plans for HBM3E 12H, indirectly denying rumors of delays, while rejecting concerns over Nvidia's AI accelerator issues.

➀ The IEDM 2024 conference will be held in San Francisco from December 7th to 11th; ➁ Focus on AI, TSMC's 2nm Logic Platform, and Intel's extreme scaled transistors; ➂ Reflect on 70 years of IEDM history and explore advanced packaging, power transistors, and brain/electronics interfaces.

➀ Researchers have developed a new microchip design that uses sound and light instead of electricity; ➁ The technology utilizes stimulated Brillouin scattering to generate and control sound waves on a microchip surface; ➂ The research could lead to advancements in 5G/6G networks, sensors, and advanced communications technology.

➀ 200 Samsung semiconductor engineers apply for jobs at SK hynix; ➁ Concerns over Samsung's chip business are growing; ➂ SK hynix has expanded a program to recruit engineers with less than five years of experience, attracting many Samsung engineers.

➀ Dr. Mehdi Asghari discusses his entrepreneurial journey and SiLC Technologies' mission to enable machine vision similar to humans; ➁ SiLC's first fully integrated coherent LiDAR chip and its applications in robotics, mobility, and perimeter security; ➂ The challenges and opportunities in the AI and robotics industries, with a focus on the importance of coherent imaging for machine autonomy.

➀ An analysis of the recent issues with Intel's 13th and 14th Gen processors; ➁ Root cause identified as Vmin Shift Instability; ➂ Importance of precise analysis tools in preventing aging degradation.

➀ Qualcomm is waiting for the 2024 US presidential election results before making a move on Intel; ➁ The company is considering an acquisition of Intel, which could lead to antitrust concerns; ➂ The potential merger of Qualcomm and Intel, both major players in the semiconductor industry, could be one of the biggest deals in history.

➀ Arm is exploring the feasibility of running LLMs on mobile devices; ➁ Arm's optimization techniques for LLMs on mobile; ➂ The importance of practical use cases for LLMs in mobile devices

➀ Electron Beam Probing (EBP) has become a powerful method for security analyzing of sub-7nm ICs. ➁ It offers better spatial resolution than optical probing and is suitable for sub-7nm flip-chips and advanced 3D architectures. ➂ The research focuses on the importance of EBP in failure analysis and hardware assurance.

➀ The complexity of IC design due to the rise of IoT, image sensors, and 3DICs; ➁ Challenges in resistance extraction for non-Manhattan routing and unconventional shapes; ➂ The importance of accurate resistance extraction for design reliability and evolving fracturing techniques.

➀ Alchip Technologies has achieved record revenue, operating income, and net income in Q2 2024; ➁ Revenue from AI ASIC shipments and 5nm AI accelerators contributed significantly to the growth; ➂ Alchip's focus on high-performance ASICs and SoC design continues to pay off.

➀ Tobias Ludwig discusses his journey in electronic design automation and the founding of LUBIS EDA; ➁ The challenges and inefficiencies in traditional formal verification processes; ➂ LUBIS EDA's innovative approach to automating and simplifying formal verification using AI techniques.

➀ The decline in technology equity investments in 2023 and the rise of generative AI; ➁ The importance of quantum technologies and their applications; ➂ The challenges and opportunities in the quantum ecosystem.

➀ TSMC's 3DBlox framework addresses complexities in 3DIC design; ➁ Innovations in 2024 focus on simplifying 3D design challenges; ➂ TSMC's strategies for managing electrical and physical constraints in 3DIC systems.

➀ ASML's new CEO, Christophe Fouquet, discussed High NA EUV and the rapid adoption of the technology; ➁ Doubling the size of photomasks from 6″x6″ to 6″x12″ was proposed by Intel and supported by ASML; ➂ Intel has installed two High NA systems, showing significant improvement over standard EUV.