Chip Industry Week in Review


The Open Compute Project (OCP) Summit kicked off this week in San Jose, dominated by open standards, massive scaling of AI infrastructure, chiplet architectures, and energy-efficiency. Among the highlights: An initiative to standardize data center infrastructure and advance Ethernet for AI. New contributions to OCP's Open Chiplet Economy ecosystem, including Arm's new Foundation Chiplet... » read more

Chip Industry Week in Review


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


U.S. Trade Representative Jamieson Greer warned Southeast Asian semiconductor manufacturers that they must shift production to the U.S. or face new punitive tariffs, reports the South China Morning Post. President Trump previously floated a 100% tariff on imported chips. Malaysia and other regional economies are offering large concessions and promises of U.S. goods purchases in hopes of securin... » read more

Chip Industry Week in Review


Amkor, TSMC, and Cadence partnered with Tesoro VC, which will serve as the lead operator of a new Global AI + Semiconductor Startup Hub and a Global Design Center in Phoenix, Arizona, aimed at chip innovation, startup growth, and advanced manufacturing. Nvidia will invest $5 billion in Intel common stock at a purchase price of $23.28 per share and the companies will collaborate on AI infrastru... » read more

Quantum Computing: How Advances May Reshape Our Understanding Of The World


After decades spent gestating in labs, quantum computing has finally reached an inflection point between theoretical promise and practical implementation. From discoveries in pharmaceutical and material sciences to boosting artificial intelligence (AI) and climate modeling, quantum computing is on the cusp of providing an entirely new way to solve highly complex problems — which could ultimat... » read more

Chip Industry Week in Review


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

IBM Power Processor, This One Goes to 11


Hot Chips 25 was held August 24-26 on the Stanford University campus again this year, with many exciting and interesting presentations. I’ve noticed an overall trend with more focus being placed on overall systems rather than the socket. As the conference name suggests, there’s a history of showcasing chips, but with the increased emphasis on AI and related large-scale computing, efficiency... » read more

Chip Industry Technical Paper Roundup: Sept 2


New technical papers recently added to Semiconductor Engineering’s library: [table id=469 /] Find more semiconductor research papers here. » read more

Chip Industry Week in Review


Microsoft, OpenAI, and NVIDIA warned about power swings and physical damage to power grids increasing from AI training workloads and jointly proposed a multi-pronged approach to stabilize power in AI training data centers. Meanwhile, Anthropic issued a warning about the weaponization of agentic AI in a new 25-page Threat Intelligence report. Key concerns involve the evolution in AI-assisted ... » read more

Dynamic KV Cache Scheduling in Heterogeneous Memory Systems for LLM Inference (Rensselaer Polytechnic Institute, IBM)


A new technical paper titled "Accelerating LLM Inference via Dynamic KV Cache Placement in Heterogeneous Memory System" was published by researchers at Rensselaer Polytechnic Institute and IBM. Abstract "Large Language Model (LLM) inference is increasingly constrained by memory bandwidth, with frequent access to the key-value (KV) cache dominating data movement. While attention sparsity red... » read more

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