Chip Industry Week In Review


Check out our new Inside Chips podcast. President Trump’s ‘Liberation Day’ tariffs were announced this week. The executive order stated that semiconductors and copper imports are not directly subject to the reciprocal tariff, although the exemption may be short-lived. Semiconductor equipment and tools were not mentioned, leaving the industry searching for clarification. Regardless, hig... » read more

Chip Industry Week In Review


McKinsey issued a new report on the state of the chemical supply chain for semiconductors in the U.S., citing potential shortages of high-purity materials such as tungsten, aluminum and copper, lack of access to CMP slurries and photoresists for EUV, and rising competition for high-k precursors that can fetch higher prices outside of the U.S. CSIS weighed in on the U.S. goverment's recent ... » read more

Unleashing AI Potential Through Advanced Chiplet Architectures


The rapid proliferation of machine-generated data is driving unprecedented demand for scalable AI infrastructure, placing extreme pressure on compute and connectivity within data centers. As the power requirements and carbon footprint of AI workloads rise, there is a critical need for efficient, high-performance hardware solutions to meet growing demands. Traditional monolithic ICs will not sca... » read more

Lines Blurring Between Supercomputing And HPC


Supercomputers and high-performance computers are becoming increasingly difficult to differentiate due to the proliferation of AI, which is driving huge performance increases in commercial and scientific applications and raising similar challenges for both. While the goals of supercomputing and high-performance computing (HPC) have always been similar — blazing fast processing — the mark... » read more

Multi-Die Design Complicates Data Management


The continued unbundling of SoCs into multi-die packages is increasing the complexity of those designs and the amount of design data that needs to be managed, stored, sorted, and analyzed. Simulations and test runs are generating increasing amounts of information. That raises questions about which data needs to be saved and for how long. During the design process, engineers now must wrestle ... » read more

Chip Industry Week In Review


Worldwide silicon wafer shipments declined nearly 2.7% to 12,266 million square inches in 2024, with wafer revenue contracting 6.5% to $11.5 billion, according to the SEMI Silicon Manufacturers Group. CSIS released a new report, “Critical Minerals and the Future of the U.S. Economy,” with detailed analysis and policy recommendations for building a secure mineral supply chain for semicond... » read more

PCIe Over Optics


Moving data through a chip or package, and between packages and systems, is becoming a much bigger challenge as the volume of data continues to explode, and as more compute resources are deployed to work on data-intensive problems such as training AI algorithms or running long and complex simulations. There is more data to process in more places, more levels of data storage and access, and any ... » read more

UCIe For 1.6T Interconnects In Next-Gen I/O Chiplets For AI Data Centers


The rise of generative AI is pushing the limits of computing power and high-speed communication, posing serious challenges as it demands unprecedented workloads and resources. No single design can be optimized for the different classes of models – whether the focus is on compute, memory bandwidth, memory capacity, network bandwidth, latency sensitivity, or scale, all of which are affected by ... » read more

Chip Architectures Becoming Much More Complex With Chiplets


The migration from monolithic SoCs to chiplet-based designs is creating a confusing array of options and tradeoffs for design teams working at the leading edge, and the number of choices is only going to increase as third-party chiplets begin pouring into the market. That hasn't dampened the appetite for chiplets, however, which are deemed essential for future generations of semiconductors f... » read more

Chiplets Still A Challenge With UCIe 2.0


Plug-and-play chiplets are a popular goal, but does UCIe 2.0 move us any closer to that becoming a reality? The problem is that the current drivers of the standard are not after interoperability in the way that plug-and-play requires. Released in August 2024, UCIe 2.0 touts higher bandwidth density and improved power efficiency, as well as new features supporting 3D packaging, a manageable s... » read more

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