tag: Ayar Labs

Building A Production-Ready Optically Connected Rack For AI Scale-Up
By Nandita Aggarwal - 11 Jun, 2026 - Comments: 0

By Nandita Aggarwal and Nicholas Chang As AI models drive compute demand, servers keep getting bigger. Rack‑scale AI systems (such as the 72-GPU systems from NVIDIA or AMD) enable many GPUs to work together through system-level optimization. They push beyond the limits of single-chip performance and meet the soaring compute needs of the AI era. But this is just the beginning. The next s... » read more

Chip Industry Week In Review
By The SE Staff - 05 Jun, 2026 - Comments: 0

Computex in Taiwan: Arm and Nvidia introduced an AI PC platform, RTX Spark, with an Arm-based Grace CPU, Blackwell RTX GPU, and unified memory. Cadence announced a fully autonomous virtual agentic AI design engineer, enabling customers to run dynamic simulations in automated workflows. Intel launched Xeon 6+, its first data-center CPU built on Intel Foundry's 18A process. The company... » read more

Lasers Are The Heartbeat Of The Optical AI Data Center
By Geoff Tate - 13 May, 2026 - Comments: 0

Last month we discussed how all interconnects will be optical in the data center in five years, but that's only part of the story. Every optical interconnect needs a laser. The laser provides the carrier, which is modulated and manipulated by the transmitter optical engine through fibers and connectors to the receiver optical engine. Each fiber, connector, and photonics device that the laser... » read more

Startup Funding: Q1 2026
By Jesse Allen - 13 Apr, 2026 - Comments: 0

The new year started off with a bang for private semiconductor companies, with 18 garnering mega funding rounds exceeding $100 million, and two, Rapidus and Cerebras, reaching the $1 billion mark. Predictably, the vast majority of those are either designing chips primarily for AI inference workloads or attempting to overcome bandwidth limitations by improving interconnects from the chip level t... » read more

Chip Industry Week In Review
By The SE Staff - 13 Mar, 2026 - Comments: 0

Disruptions caused by the Iran conflict have taken about one third of the global helium supply off the market, an essential gas for semiconductor manufacturing, reports the World Economic Forum. Other potential impacts for the chip industry include bromine and other chemical shortages, logistical disruptions, and higher energy prices incurred by fabs in Asia. Top Deals IBM and Lam R... » read more

Chip Industry Week In Review
By The SE Staff - 06 Mar, 2026 - Comments: 0

Think tank IAPS' report on AI integrity attacks contends that advanced AI systems must be protected from hidden tampering, backdoors, or unauthorized changes that could alter their behavior or outputs, especially when AI adoption is scaling rapidly, with over 60% of the federal workforce now using AI every day. Geopolitics The U.S. government has drafted new export rules that may give W... » read more

Chip Industry Week in Review
By The SE Staff - 12 Dec, 2025 - Comments: 0

Deals of the week: Arteris announced plans to acquire cybersecurity provider Cycuity. “Expanding our technology portfolio to include Cycuity’s hardware security assurance products will enable our customers to achieve secure on-chip data movement,” said Charlie Janac, chairman and CEO of Arteris. Qualcomm acquired Ventana Micro Systems, a maker of RISC-V data center-class CPU IP. ... » read more

Chip Industry Week In Review
By The SE Staff - 21 Nov, 2025 - Comments: 0

China's Hefei Lumiverse Technology reportedly has developed a desktop-sized High Harmonic Generation light source that generates wavelengths as small as 1nm. One customer already has used it to produce 14nm chips, which was the original target node for EUV, according to one report. As a point of comparison, TSMC and Samsung didn't start using EUV until the 7nm node, relying instead on immersion... » read more

Chip Industry Week in Review
By The SE Staff - 03 Oct, 2025 - Comments: 0

Samsung and SK hynix joined OpenAI's Stargate initiative to ensure there will be enough memory chips to meet the needs of AI data centers. The goal is to produce up to 900,000 DRAM wafer starts per month. OpenAI also inked agreements to explore the development of next-gen data centers in Korea. Axcelis Technologies (ion implantation systems) will merge with Veeco Instruments (compound semic... » read more

Chip Industry Week in Review
By The SE Staff - 12 Sep, 2025 - Comments: 0

The U.S. is considering annual approvals for Samsung and SK hynix to export chipmaking tools and materials to their factories in China, replacing perpetual waivers granted under the validated end user system, reports Bloomberg. The proposal, presented by the U.S. Commerce Department to South Korean officials, would require the companies to reapply each year for specific quantities of restricted... » read more

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