Chip Industry Week in Review

By The SE Staff - 08 Aug, 2025 - Comments: 1

Apple plans to increase its U.S. investment by an additional $100 billion over four years, which includes the launch of an advanced manufacturing supply chain program, spurring a number of related chip industry announcements, including: Apple will invest in Amkor's new packaging and test facility in Arizona as its first and largest customer, and Amkor will package and test Apple silicon pr... » read more

For Chip Developers, HW/SW Co-Design Key To Data Center Efficiency

By Liz Allan - 31 Jul, 2025 - Comments: 0

Data centers and high-performance computing (HPC) are the primary enablers of today’s power-hungry AI-driven technology, but chip designers, EDA vendors, and the data centers themselves have a long list of options available to them to help curb AI's power consumption. Chip designers play a critical role in ensuring energy efficient processing from the bottom up, whether that is hardware-so... » read more

Chip Industry Week in Review

By The SE Staff - 25 Jul, 2025 - Comments: 0

Intel reported flat year-over year revenue for Q2, exceeding Wall Street's pessimistic expectations. In a message to employees, CEO Lip-Bu Tan said the company will: Cut about 15% of its staff, ending the year with about 75,000 employees, down from a high of nearly 132,000 in 2022; Scrap projects in Poland and Germany, consolidate other sites in central America and Southeast Asia, and s... » read more

Machine Learning Tools Help Bridge Design-To-Manufacturing Gap

By Katherine Derbyshire - 24 Jul, 2025 - Comments: 0

More aggressive feature scaling and increasingly complex transistor structures are driving a steady increase in process complexity, increasing the risk that a specified pattern may not be manufacturable with an acceptable yield. A single layer now requires more process steps, and each of those entails more tunable parameters than ever before. To help manage design risk, foundries provide det... » read more

Chip Industry Week in Review

By The SE Staff - 18 Jul, 2025 - Comments: 0

The U.S. government will grant licenses to NVIDIA and AMD to again sell some AI chips — NVIDIA's H20 GPU and AMD's MI308 — to Chinese companies. TrendForce projects that the availability of NVIDIA chips, in particular, will create a surge in demand from Chinese AI firms and cloud service providers, and boost high-bandwidth memory (HBM) consumption. The move could raise China’s share of... » read more

Data Center CPU Dominance Is Shifting To AMD And Arm

By Geoff Tate - 14 Jul, 2025 - Comments: 0

Fig. 1: Created by ChatGPT from a text prompt. The data center processor market has seen two major tectonic shifts in the last decade. It used to be that all data center compute was x86, and well more than 90% of that was Intel. GPUs first appeared in the data center in 2016 (Pascal GPU). Now, the majority of computation is done on GPUs. AMD is looking to pass Intel in x86 share, and... » read more

Chip Industry Week in Review

By The SE Staff - 03 Jul, 2025 - Comments: 0

[Editor's Note: Early edition due to the U.S. July 4th holiday.] The U.S. government lifted export restrictions that barred Synopsys, Siemens EDA, and Cadence from selling EDA tools to China. In a statement, Synopsys said it received a letter from the U.S. Commerce Department immediately rescinding those restrictions. Siemens issued a similar statement. Which tools or hardware accelerated t... » read more

Novel Assembly Approaches For 3D Device Stacks

By Laura Peters - 30 Jun, 2025 - Comments: 0

The next big leap in semiconductor packaging will require a slew of new technologies, processes, and materials, but collectively they will enable orders of magnitude improvement in performance that will be essential for the AI age. Not all of these issues are fully solved but the recent Electronic Components Technology Conference (ECTC) provided a glimpse into the huge leaps in progress that... » read more

TSMC: King Of Data Center AI

By Geoff Tate - 16 Jun, 2025 - Comments: 0

Large language models (LLMs like ChatGPT) are driving the rapid expansion of data center AI capacity and performance. More capable LLM models drive demand and need more compute. AI data centers require GPUs/AI Accelerators, switches, CPUs, storage and DRAM. About half of semiconductors are consumed by AI data centers now. This percentage will be much higher by 2030. TSMC has essentially 1... » read more

Chip Industry Week in Review

By The SE Staff - 13 Jun, 2025 - Comments: 0

The Chinese Academy of Sciences unveiled a fully automated processor chip design system, claiming the potential to accelerate semiconductor development and replace human programmers. Micron Technology plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, which is $30 billion higher than previously reported. AMD laun... » read more

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tag: AMD

Chip Industry Week in Review

For Chip Developers, HW/SW Co-Design Key To Data Center Efficiency

Chip Industry Week in Review

Machine Learning Tools Help Bridge Design-To-Manufacturing Gap

Chip Industry Week in Review

Data Center CPU Dominance Is Shifting To AMD And Arm

Chip Industry Week in Review

Novel Assembly Approaches For 3D Device Stacks

TSMC: King Of Data Center AI

Chip Industry Week in Review

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