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

What Do LLMs Want from Hardware

By Geoff Tate - 08 Sep, 2025 - Comments: 0

Figure 1: Noam Shazeer, Google Gemini vice president, presented this in his Hot Chips 2025 talk. Noam Shazeer is Google’s vice president of engineering for Gemini, their LLM competitor to ChatGPT. He talked recently at Hot Chips: “Predictions for the Next Phase of AI." He has worked on LLMs for a decade since inventing the transformer model in 2017. As his slide says, LLMs can take adv... » read more

Chip Industry Week in Review

By The SE Staff - 25 Jul, 2025 - Comments: 0

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

Data Center CPU Dominance Is Shifting To AMD And Arm

By Geoff Tate - 14 Jul, 2025 - Comments: 0

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

Chip Industry Week in Review

By The SE Staff - 06 Jun, 2025 - Comments: 0

Qualcomm announced plans to buy Alphawave Semi for ~$2.4 billion in a deal expected to close in Q1 2026. Qualcomm plans to leverage Alphawave Semi's connectivity products, including chiplets, to develop high-performance, low-power solutions for AI inferencing and customized CPUs in data centers. Qualcomm's traditional targets were mobile phones and edge computing. [Updated 6/9.] Global semic... » read more

AR/VR Glasses Taking Shape With New Chips

By Liz Allan - 05 Jun, 2025 - Comments: 0

More augmented reality (AR), virtual reality (VR), and mixed reality (MR) wearables are coming, but how they are connected, and where image and other data is processed, are still in flux. Ray-Ban Meta AI glasses, for example, look like classic eyeglasses, but they rely on a tethered smart phone for such functions as taking pictures, AI voice assistance, and object identification. In contrast... » read more

Chip Industry Technical Paper Roundup: May 6

By Linda Christensen - 06 May, 2025 - Comments: 0

New technical papers recently added to Semiconductor Engineering’s library: [table id=427 /] Find more semiconductor research papers here. » read more

Inference Framework For Deployment Challenges of Large Generative Models On GPUs (Google)

By Technical Paper Link - 03 May, 2025 - Comments: 0

A new technical paper titled "Scaling On-Device GPU Inference for Large Generative Models" was published by researchers at Google and Meta Platforms. Abstract "Driven by the advancements in generative AI, large machine learning models have revolutionized domains such as image processing, audio synthesis, and speech recognition. While server-based deployments remain the locus of peak perform... » read more

Photonics Speeds Up Data Center AI

By Geoff Tate - 01 May, 2025 - Comments: 0

Photonics is playing an increasingly vital role in the acceleration of AI within data centers. The global market for optical components is already substantial, accounting for $17 billion in revenue last year. Historically, telecommunications — such as undersea cables and fiber-to-the-home — dominated demand. However, the datacom sector, especially AI-driven data centers, now accounts for... » read more

Chip Industry Week In Review

By The SE Staff - 14 Mar, 2025 - Comments: 0

ASML and imec signed a five-year strategic partnership to advance semiconductor innovation and sustainable technology. The collaboration will leverage ASML’s full product portfolio, including high-NA EUV, DUV immersion, and advanced metrology tools, within imec’s pilot line for sub-2nm R&D. Supported by EU and national funding, it will also drive research in silicon photonics, memory, a... » read more

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Chip Industry Week in Review

What Do LLMs Want from Hardware

Chip Industry Week in Review

Data Center CPU Dominance Is Shifting To AMD And Arm

Chip Industry Week in Review

AR/VR Glasses Taking Shape With New Chips

Chip Industry Technical Paper Roundup: May 6

Inference Framework For Deployment Challenges of Large Generative Models On GPUs (Google)

Photonics Speeds Up Data Center AI

Chip Industry Week In Review

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