Chip Industry Week In Review


The EU’s tariffs on semiconductors will not exceed 15%, according to Trump’s latest trade deal. In addition, the EU committed to purchasing at least $40 billion worth of U.S. AI chips as well as other investments. [FAQ is here.] Lifelines for Intel: Intel inked a deal to sell the U.S. government a 10% non-voting equity stake in its business, worth $8.9 billion. The stake will be fun... » read more

Overview: Ultra Ethernet’s Design and Architectural Advancements (ETH Zurich, Broadcom, HPE et al.)


A new technical paper titled "Ultra Ethernet's Design Principles and Architectural Innovations" was published by researchers at ETH Zurich, Broadcom, Hewlett Packard Enterprise, OpenAI, Intel, Microsoft, AMD and Cisco. Abstract "The recently released Ultra Ethernet (UE) 1.0 specification defines a transformative High-Performance Ethernet standard for future Artificial Intelligence (AI) and ... » read more

Chip Industry Week in Review


Lines are blurring between government and industry: On the heels of last week's resignation demand, Intel CEO Lip-Bu Tan met with President Trump on Monday, with the President later saying, "The meeting was a very interesting one. His success and rise is an amazing story."  Now, Bloomberg reports the Trump administration is in talks with Intel for the U.S. government to take a stake in th... » read more

Best Practices to Optimize Infrastructure for Simulations


Our Best Practices Guide equips you with expert strategies for leveraging high-performance computing (HPC) to maximize Ansys workload efficiency and overcome common challenges. As simulation complexity increases, a robust computing infrastructure is essential for rapid and large-scale modeling. Modern HPC systems provide: High-core-count CPUs for superior memory and compute perfo... » read more

Chip Industry Week in Review


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


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


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


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


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


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

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