Recent #SEMICONDUCTOR news in the semiconductor industry

4 months ago

➀ China has initiated an antitrust investigation into a major US tech company as a response to President Trump's recent import tariffs.

➁ The investigation targets Google and follows a series of retaliatory measures taken by China, including new tariffs on US coal, natural gas, oil, agricultural equipment, and large-displacement automobiles.

➂ Google has a history of facing antitrust investigations from various regions, including the EU, UK, and US.

AI chipSEMICONDUCTORmicrochip
4 months ago

➀ Multi-die design and heterogeneous integration are crucial for semiconductor technology scaling.

➁ Synopsys offers a comprehensive suite of solutions for multi-die design challenges.

➂ Detailed insights into multi-die system architecture, verification, implementation, and testing are provided by Synopsys white papers.

Design ImplementationDevice HealthEDAHeterogeneous IntegrationManufacturingMulti-die DesignSEMICONDUCTORSilicon IP IntegrationSynopsysSystem Verification
4 months ago

➀ A research firm, SemiAnalysis, revealed that DeepSeek's R1 model cost significantly more than the claimed $5 million.

➁ DeepSeek spent much more to train its R1 model than the touted $5 million, with an estimated total cost of $1.6 billion in capital expenditures and $944 million in running costs.

➂ The announcement of the cost of DeepSeek's R1 model caused significant market disruption, wiping approximately $1 trillion from the stock market and $600 billion from NVIDIA.

AIAI chipGPUNVIDIASEMICONDUCTOR
4 months ago

➀ Intel plans to release its next-generation Panther Lake CPUs in the second half of 2025 using the new Intel 18A process node.

➁ These CPUs will enter mass production in 2025, with more details on desktop availability expected soon.

➂ In 2026, Intel will follow up with the Nova Lake CPUs, promising enhanced performance and cost efficiency.

CPUIntelNova LakePanther LakeSEMICONDUCTOR
4 months ago

➀ Semidynamics, founded in 2016, transitioned from RISC-V design services to licensing customizable 64-bit RISC-V processor IP in 2019.

➁ UPMEM's selection of Semidynamics' IP for large language models in 2024 led to increased interest from other fabless semiconductor companies.

➂ The company is focusing on providing customized solutions and encouraging early collaboration to address challenges and meet future demands in the AI sector.

AIAI chipRISC-VSEMICONDUCTOR
4 months ago

➀ Nanusens uses patented technology to fabricate chips with nano-mechanisms (NEMS) using CMOS manufacturing, leading to improved performance, reduced size, and lower costs.

➁ The company validated its RF Digitally Tunable Capacitor (DTC) prototype, increasing antenna efficiency and enhancing smartphone capabilities.

➂ Nanusens plans to focus on RF products initially while exploring future developments in AI processors with their NEMS in CMOS technology.

AI chipNanotechnologySEMICONDUCTOR
5 months ago
➀ 35ELEMENTS致力于通过开发立方氮化镓半导体材料来帮助实现碳中和;➁ 公司计划在两年内在兼容CMOS的Si(100)衬底上扩大其材料规模,并寻求与代工厂的合作;➂ 35ELEMENTS拥有立方氮化镓材料的独家专利,并计划制造高效的光发射器,如创新型绿色发光二极管。
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
5 months ago
➀ The resolution limit of EUV lithography is affected by electron blur and stochastic effects; ➁ Stochastic behavior arises from variations in electron scattering and follows Poisson statistics; ➂ As pitch decreases, higher doses are required to maintain image quality, affecting throughput and necessitating new resist materials.
EUVElectron BlurLithographyResolutionSEMICONDUCTORStochastic Effectsmicrochiptechnology
5 months ago
➀ The headline numbers of the annual semiconductor market growth remain strong; ➁ A deeper dive into the details reveals a much bleaker picture with high inventory levels and low capacity utilization; ➂ The webinar will discuss the market outlook for 2025, the return of IC unit growth, and the implications of China's CapEx overspend.
2025 TrendsAI MarketChina's CapExChip IndustryFuture HorizonsGrowthIndustry UpdateInvestmentMarket OutlookResilient Business StrategiesSEMICONDUCTORWebinar