Chip Industry Week In Review


By Jesse Allen, Gregory Haley, and Liz Allan. The Japanese government approved $3.9 billion in funding for chipmaker Rapidus to expand its foundry business, of which 10% will be invested in advanced packaging. This is in addition to the previously announced $2.18 billion in funding. In a meeting next week, the U.S. and Japan are expected to cooperate on increasing semiconductor development a... » read more

Quantum Computing Challenged By Security, Error Correction


The number and volume of warnings about a post-quantum cryptography (PQC) world are rising, as governments, banks, and other entities prepare for a rash of compromised data and untrustworthy digital signatures. Exactly when this will become a genuine threat is still somewhat fuzzy, because it depends on progress in developing robust qubits. A report by McKinsey & Co. estimates that by 20... » read more

AI Takes Aim At Chip Industry Workforce Training


When all the planned fabs become operational, the semiconductor industry is likely to face a worker shortage of 100,000 each in the U.S. and Europe, and more than 200,000 in Asia-Pacific, according to a McKinsey report. Since the dawn of technology, people have worried that robots, automation, and AI will steal their jobs, but these tools also can be put to use to help fill the chip industry ta... » read more

Chip Industry Week In Review


By Adam Kovac, Karen Heyman, and Liz Allan.  China introduced strict procurement guidelines aimed at blocking the use of AMD and Intel processors in government computers. Meanwhile, China urged the Netherlands to ease restrictions on deep ultraviolet (DUV) litho equipment, according to Nikkei Asia. DUV is an older technology, based on 193nm ArF lasers, but in conjunction with multi-p... » read more

Sea Of Processors Use Case


Core counts have been increasing steadily since IBM's debut of the Power 4 in 2001, eclipsing 100 CPU cores and over 1,000 for AI accelerators. While sea of processor architectures feature a stamp and repeat design, per-core workloads aren't always going to be symmetrically balanced. For example, a cloud provider (AI or compute) will rent out individual core clusters to customers for specialize... » read more

Brain-Inspired, Silicon Optimized


The 2024 International Solid State Circuits Conference was held this week in San Francisco. Submissions were up 40% and contributed to the quality of the papers accepted and the presentations given at the conference. The mood about the future of semiconductor technology was decidedly upbeat with predictions of a $1 trillion industry by 2030 and many expecting that the soaring demand for AI e... » read more

Chip Industry Week In Review


By Jesse Allen, Linda Christensen, and Liz Allan.  The Biden administration plans to invest more than $5B  for semiconductor R&D and workforce support, including in the National Semiconductor Technology Center (NSTC), as part of the rollout of the CHIPS Act. Today's announcement included at least hundreds of millions for the NSTC workforce efforts, including creating a Workforce Cente... » read more

Chip Industry Week In Review


By Jesse Allen, Karen Heyman, and Liz Allan More than 1 billion generative AI smartphones are expected be shipped during 2024 to 2027, reports Counterpoint. The share of GenAI smartphones will be 4% of the market in 2023 and is likely to double in 2024, with Samsung capturing half the market, followed by Chinese OEMs. By 2027, GenAI smartphones could account for 40% of the market. Global ... » read more

Modeling Compute In Memory With Biological Efficiency


The growing popularity of generative AI, which uses natural language to help users make sense of unstructured data, is forcing sweeping changes in how compute resources are designed and deployed. In a panel discussion on artificial intelligence at last week’s IEEE Electron Device Meeting, IBM’s Nicole Saulnier described it as a major breakthrough that should allow AI tools to assist huma... » read more

Chip Industry Week In Review


By Jesse Allen, Gregory Haley, and Liz Allan Synopsys acquired Imperas, pushing further into the RISC-V world with Imperas' virtual platform technology for verifying and emulating processors. Synopsys has been building up its RISC-V portfolio, starting with ARC-V processor IP and a full suite of tools introduced last month. The first high-NA EUV R&D center in the U.S. will be built at... » read more

← Older posts