➀ Google CEO Sundar Pichai expressed interest in comparing Google's and Microsoft's AI models side-by-side; ➁ Pichai weighed in on the conversation surrounding AI and its development, discussing challenges in scaling AI models; ➂ Pichai criticized Microsoft's deep investment in OpenAI and its use of OpenAI's GPT models in the Copilot app.

➀ Amazon Autos now allows customers in 48 US cities to buy Hyundai cars online; ➁ The service offers a convenient alternative to traditional dealerships with transparent pricing and financing options; ➂ Amazon plans to expand the service to include other car brands in the future.

➀ Samsung is preparing for 1c DRAM mass production at its Pyeong Plant 4; ➁ The 1c DRAM is a 6th generation 10nm-class technology expected to be fully commercialized in 2025; ➂ Samsung aims to enhance its competitiveness in the AI market with the new technology.

➀ Samsung Electronics has developed a 400-layer NAND technology, surpassing SK hynix's 321-layer NAND; ➁ The 400-layer NAND will enter mass production in the second half of 2025; ➂ Samsung plans to provide details on its new 1Tb 400-layer TLC NAND at the ISSCC 2025.

➀ GP Singh co-founded Ambient Scientific to develop high-performance, low-power AI microprocessors; ➁ The company's DigAn® technology enables ultra-low power AI applications without cloud dependency; ➂ GPX10 processor addresses inefficiencies in current AI hardware by offering better performance and lower power consumption; ➃ GP Singh emphasizes the importance of semiconductors in improving human lives.

➀ Samsung is conducting research to modify the packaging method for the LPDDR used in iPhones; ➁ The change is in response to Apple's request to convert the LPDDR IC into a discrete package; ➂ The new packaging will involve packaging the LPDDR separately.

➀ NVIDIA is developing the Thor chip for future EVs, partnering with Chinese EV companies like BYD and SAIC Motors. ➁ The Thor platform, with five versions, aims for a full transition by late 2025 or early 2026. ➂ NVIDIA is moving into the automotive market with its new Drive Thor chip.

➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.

➀ Dr. Yunji Corcoran discusses her extensive experience in the power semiconductor field; ➁ SMC Diode Solutions' focus on power conversion and efficiency solutions; ➂ The company's differentiation through advanced technology, customer service, and R&D.

➀ Samsung's annual reshuffle is centered on its chip division; ➁ The company is facing a crisis as concerns over the division's future grow; ➂ Samsung announced new presidents for the Device Solutions division.

➀ OpenAI is considering developing a web browser to compete with Google's Chrome; ➁ The browser will integrate AI chatbot and search features; ➂ OpenAI is in talks with developers and exploring partnerships, including with Samsung.

➀ Sandeep Kumar discusses his extensive experience in technology and leadership positions in high-growth companies; ➁ L&T Semiconductor Technologies Ltd. focuses on designing smart semiconductor devices for global markets; ➂ The company addresses the technology transformation in sectors like mobility, industrial, and energy.

➀ The Substrate Vision Summit in Santa Clara is expected to attract a large crowd, focusing on semiconductor substrates and their impact on 3D IC performance. ➁ AI's role in transforming the semiconductor value chain will be discussed, highlighting its impact on scaling, complexity, and high-performance chip demands. ➂ Keynote speakers and panel discussions will explore advancements in semiconductor materials, AI computing, and the role of universities in technology development.

➀ iPhone users are reporting hearing random voices from their smartphones; ➁ The voices come from the phone even when all apps are closed; ➂ No official explanation has been provided for the phenomenon.

➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.

➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.

➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.

➀ PQShield explains Post-Quantum Cryptography (PQC) in a series of videos; ➁ Discusses the NIST PQC standards and their importance; ➂ Provides insights into the implementation and challenges of PQC.

➀ A report from Tom's Hardware suggests that datacenter GPUs have a surprisingly short lifespan of only 1 to 3 years. ➁ The lifespan is shorter than expected, which could be due to heavy use and technological advancements. ➂ This has implications for the sustainability and cost-effectiveness of datacenter operations.

➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.