1. NVIDIA increases orders for TSMC by 25% for its next-gen Blackwell AI GPUs due to strong AI demand. 2. The Blackwell AI GPU family, including B100, B200, and GB200, is expected to dominate the AI market in 2025. 3. Major tech companies like Amazon, Dell, Google, Meta, and Microsoft plan to use these GPUs in their new AI servers.

1. AI's growth is significantly driving the semiconductor industry, especially interface IP, which saw a 17% increase in 2023. 2. Interface IP's market share has risen from 18% in 2017 to 28% in 2023, with projections to reach 38% by 2028. 3. Key protocols like PCIe, memory controllers, and Ethernet are expected to see substantial growth, driven by data-centric applications and AI.

1. The semiconductor industry is showing signs of recovery, with a 29% growth in revenue compared to Q1-23, excluding Nvidia, the growth falls to under 10%. 2. Nvidia's strong performance is driving overall growth, with significant contributions from data centre and AI sales. 3. Inventory levels and revenue predictions suggest a cautious outlook for the industry, with concerns over the sustainability of current growth trends.

1. Breker Verification Systems introduces advanced RISC-V verification solutions at #61DAC, covering core verification and system coherency. 2. The company's Trek family leverages AI technology for test suite synthesis, enhancing bug detection and coverage. 3. Breker's solutions support multiple environments including simulation, emulation, and post-silicon, ensuring comprehensive verification for complex semiconductor designs.

1、CAST公司提供IP核心，帮助电子系统开发者节省时间和金钱。 2、CAST公司的产品线包括处理器、压缩、接口、外围设备和安全等领域。 3、公司的目标是提供更好的IP体验，包括高质量的产品、简洁的使用、市场领先的技术支持和灵活的许可模式。 4、CAST公司解决了SoC开发者的问题，使他们可以更快地完成系统设计。 5、公司的产品应用于汽车、工业自动化、数据中心、可穿戴设备和航空航天等领域。

1、Arm推出了2024年CPU核心设计，包括Cortex X925、A725和A520，基于3nm工艺技术，提供了性能和效率提升。 2、Arm Client Compute Solutions（CSS）平台将这些核心设计集成到一个holistic解决方案中，为移动设备和notebooks提供高性能和灵活性。 3、Arm的新解决方案还提供了改进的安全性和人工智能能力，支持 memory tagging extensions（MTE）和 confidential compute architecture（CCA）等技术。

1、韩国政府将为本地芯片公司提供扩大的财政支持，总额为20万亿韩元。 2、该支持计划将由韩国工业银行实施，提供17万亿韩元的贷款支持。 3、韩国政府还将加快半导体巨型集群的建设，计划投资26万亿韩元。

1、韩国计划在美国圣何塞开设人工智能芯片创新中心，以促进国内系统芯片公司在美国的销售。2、该中心将为三到四家公司提供独立办公室，并提供一个大的开放空间供其他公司使用。3、该项目是韩国贸易、工业和能源部的一项计划，旨在推广系统半导体技术出口。