AI Bubble Or Boom?


Are we in an AI bubble? Parallels are being drawn to the dot.com boom/bust of 1999-2000. In the dot.com bust, many high-tech companies valuations soared up 10X, then deflated. The peak P/E ratio for the Nasdaq Composite was 200! Remember Webvan? It went public November 1999 with an $8 billion valuation, then filed for bankruptcy 19 months later. It was much speculation without profits or gro... » read more

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


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

What Do LLMs Want from Hardware


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


Cadence plans to buy Hexagon AB's design and engineering business to accelerate expansion in physical AI and system design and analysis. Cadence will pay ~US$3.1 billion in cash and issue stock, with the deal expected to close in early 2026. PWC issued a 104-page in-depth analysis of semiconductor technology and markets, highlighting a broad swath of changes: $1T in annual revenue by 2030, ... » 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

Power Stabilization To Allow Continued Scaling Of AI Training Workloads (Microsoft, OpenAI, NVIDIA)


A new technical paper titled "Power Stabilization for AI Training Datacenters" was published by researchers at Microsoft, OpenAI, and NVIDIA. Abstract "Large Artificial Intelligence (AI) training workloads spanning several tens of thousands of GPUs present unique power management challenges. These arise due to the high variability in power consumption during the training. Given the synchron... » read more

Physical Access Control Raises New Security Concerns


Experts At The Table: Semiconductor Engineering sat down to discuss hardware security challenges, including fundamental security of GenAI, with Nicole Fern, principal security analyst at Keysight; Serge Leef, AI-For-Silicon strategist at Microsoft; Scott Best, senior director for silicon security products at Rambus; Lee Harrison, director of Tessent Automotive IC Solutions at Siemens EDA; Mohit... » read more

Chip Industry Technical Paper Roundup: August 26


New technical papers recently added to Semiconductor Engineering’s library: [table id=467 /] Find more semiconductor research papers here. » read more

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