PCIe Over Optical: Transforming High-Speed Data Transmission


With the rise in AI requiring new computing models and enhanced data transmission methods to cope, the necessity for innovative, high-performance, and low-latency connectivity solutions has never been more apparent. PCIe over Optical is set to play a key role in enabling the growth of AI, and here we examine some of the intricacies of PCIe over Optical to explore its implementation, challenges,... » read more

AI’s Role In Chip Design Widens, Drawing In New Startups


Using AI in EDA is reinvigorating the whole tools industry, prompting established players to upgrade their tool offerings with AI/ML features, while drawing in startups trying to carve out differentiated approaches to fill unaddressed gaps with new tools and methodologies. Today’s new generation of entrepreneurs is comprised of both young post-grads with innovative ideas and industry veter... » read more

GDDR7: The Ideal Memory Solution In AI Inference


The generative AI market is experiencing rapid growth, driven by the increasing parameter size of Large Language Models (LLMs). This growth is pushing the boundaries of performance requirements for training hardware within data centers. For an in-depth look at this, consider the insights provided in "HBM3E: All About Bandwidth". Once trained, these models are deployed across a diverse range of... » read more

Accelerating The Pace And Precision Of AI Chip Innovation


The Hot Chips 2024 conference, which took place this week in Silicon Valley, was a showcase for AI chip innovation. The three-day program illustrated the race among both established chipmakers and new entrants to explore advanced architectures and embrace novel design solutions to deliver the next breakthrough AI processor. In this article, I share a few “hot takes” from the conference that... » read more

Chip Industry Week In Review


Chinese firms imported almost $26 billion worth of chipmaking machinery, according to fresh trade data released by China’s General Administration of Customs this week, Bloomberg reports. Meanwhile, the global semiconductor manufacturing industry continued to show signs of improvement in Q2 2024 with significant growth of IC sales, stabilizing capital expenditure, and an increase in install... » read more

Increasing Roles For Robotics In Fabs


Different types of robots with greater precision and mobility are beginning to be deployed in semiconductor manufacturing, where they are proving both reliable and cost-efficient. Static robots have been used for years inside of fabs, but they now are being supplemented by collaborative robots (cobots), autonomous mobile robots (AMRs), and autonomous humanoid robots to meet growing and widen... » read more

Chip Industry Week In Review


The U.S. Department of Commerce and Texas Instruments (TI) signed a non-binding preliminary memorandum of terms to provide up to $1.6 billion in CHIPS Act funding towards TI’s investment of over $18 billion for three 300mm semiconductor wafer fabs under construction in Texas and Utah. TI also expects to get about $6 billion to $8 billion from the U.S. Department of Treasury’s Investmen... » read more

Memory Implications Of Gen AI In Gaming


The global gaming market across hardware, software and services is on track to exceed annual revenues of $500B in 2025.1 That’s bigger by an order of magnitude than the combination of movies and music. On the cutting edge of that enormous market is open world gaming, where the driving goal is to give players the freedom to do anything they can imagine in a coherent and immersive environment. ... » read more

HBM3E: All About Bandwidth


The rapid rise in size and sophistication of AI/ML training models requires increasingly powerful hardware deployed in the data center and at the network edge. This growth in complexity and data stresses the existing infrastructure, driving the need for new and innovative processor architectures and associated memory subsystems. For example, even GPT-3 at 175 billion parameters is stressing the... » read more

Power Delivery Challenged By Data Center Architectures


Processor and data center architectures are changing in response to the higher voltage needs of servers running AI and large language models (LLMs). At one time, servers drew a few hundred watts for operation. But over the past few decades that has changed drastically due to a massive increase in the amount of data that needs to be processed and user demands to do it more quickly. NVIDIA's G... » read more

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