Lip-Bu Tan: Our Path Forward
(intc.com)
A message from Intel CEO Lip-Bu Tan to all company employees.
A message from Intel CEO Lip-Bu Tan to all company employees.
TSMC chips to hit 1.4nm in 2028, with confusing name confirmed
(9to5mac.com)
Apple chipmaker TSMC says that it will make chips with a sub-2nm process size for the first time ever in 2028, and that the development of 1.4nm chips will allow for greater AI capabilities.
Apple chipmaker TSMC says that it will make chips with a sub-2nm process size for the first time ever in 2028, and that the development of 1.4nm chips will allow for greater AI capabilities.
AMD 2.0 – New Sense of Urgency
(semianalysis.com)
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out. We view AMD’s new sense of urgency as a massive positive in its journey to catch up to Nvidia. AMD is now in a wartime stance, but there are still many battles ahead of it.
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out. We view AMD’s new sense of urgency as a massive positive in its journey to catch up to Nvidia. AMD is now in a wartime stance, but there are still many battles ahead of it.
AMD 2.0 – New Sense of Urgency, MI450X Chance to Beat Nvidia, Nvidia's New Moat
(semianalysis.com)
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out.
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out.
Why the Chip Industry Is Struggling to Attract the Next Generation
(viksnewsletter.com)
There is a worldwide shortage of semiconductor talent.
There is a worldwide shortage of semiconductor talent.
TSMC says it will build 'independent' chip hub in U.S.
(nikkei.com)
Taiwan Semiconductor Manufacturing Co. plans to make 30% of the world's most cutting-edge semiconductors in Arizona to help the U.S. build an "independent" chip cluster, but said it is not in talks to form joint ventures or share technology with other chipmakers.
Taiwan Semiconductor Manufacturing Co. plans to make 30% of the world's most cutting-edge semiconductors in Arizona to help the U.S. build an "independent" chip cluster, but said it is not in talks to form joint ventures or share technology with other chipmakers.
TSMC Dismisses Intel Tie-Up Talk, Says No Intent to Share Tech
(bloomberg.com)
Taiwan Semiconductor Manufacturing Co. isn’t engaged in discussions to form a venture or share its technology with any company, its top executive said, dismissing persistent speculation that the Taiwanese company is negotiating a tie-up of some sort with ailing chipmaker Intel Corp.
Taiwan Semiconductor Manufacturing Co. isn’t engaged in discussions to form a venture or share its technology with any company, its top executive said, dismissing persistent speculation that the Taiwanese company is negotiating a tie-up of some sort with ailing chipmaker Intel Corp.
Washington Takes Aim at DeepSeek and Its Chip Supplier, Nvidia
(nytimes.com)
Two months after DeepSeek, China’s artificial intelligence star, rattled Washington and shook Wall Street, U.S. officials are taking steps to crack down on the Chinese start-up and its support from America’s leading chip maker, Nvidia.
Two months after DeepSeek, China’s artificial intelligence star, rattled Washington and shook Wall Street, U.S. officials are taking steps to crack down on the Chinese start-up and its support from America’s leading chip maker, Nvidia.
Future Chips Will Be Hotter Than Ever
(ieee.org)
Technologies coming into production now mean new problems with handling heat
Technologies coming into production now mean new problems with handling heat
Intel sells 51% stake in Altera to private equity firm on a $8.75B valuation
(intel.com)
Intel Corporation today announced that it has entered into a definitive agreement to sell 51% of its Altera business to Silver Lake, a global leader in technology investing.
Intel Corporation today announced that it has entered into a definitive agreement to sell 51% of its Altera business to Silver Lake, a global leader in technology investing.
Samsung turns to China to boost its ailing semiconductor division
(arstechnica.com)
Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.
Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.
A 32-bit processor made with an atomically thin semiconductor
(arstechnica.com)
On Wednesday, a team of researchers from China used a paper published in Nature to describe a 32-bit RISC-V processor built using molybdenum disulfide instead of silicon as the semiconductor.
On Wednesday, a team of researchers from China used a paper published in Nature to describe a 32-bit RISC-V processor built using molybdenum disulfide instead of silicon as the semiconductor.
Intel, TSMC tentatively agree to form chipmaking joint venture
(yahoo.com)
Intel and Taiwan Semiconductor Manufacturing Co have reached a preliminary agreement to form a joint venture to operate the U.S. chipmaker's factories, the Information reported on Thursday, citing two people involved in the discussions.
Intel and Taiwan Semiconductor Manufacturing Co have reached a preliminary agreement to form a joint venture to operate the U.S. chipmaker's factories, the Information reported on Thursday, citing two people involved in the discussions.
Electron band structure in germanium, my ass (2001)
(cs.wisc.edu)
The exponential dependence of resistivity on temperature in germanium is found to be a great big lie.
The exponential dependence of resistivity on temperature in germanium is found to be a great big lie.
Apple chip engineer returns to China, joins Fudan University
(scmp.com)
A former Apple chip engineer from China has left the US tech giant to join China’s prestigious Fudan University in Shanghai, underscoring the country’s efforts to attract top semiconductor talent as it seeks to bolster domestic chipmaking capabilities.
A former Apple chip engineer from China has left the US tech giant to join China’s prestigious Fudan University in Shanghai, underscoring the country’s efforts to attract top semiconductor talent as it seeks to bolster domestic chipmaking capabilities.
TSMC, Intel and other top chipmakers slow Japan, Malaysia expansions
(nikkei.com)
Leading chipmakers and packagers including Taiwan Semiconductor Manufacturing Co. and Intel have slowed the pace of their expansions in Japan and Malaysia due to lackluster demand for older chips and tariff uncertainties, Nikkei Asia has learned.
Leading chipmakers and packagers including Taiwan Semiconductor Manufacturing Co. and Intel have slowed the pace of their expansions in Japan and Malaysia due to lackluster demand for older chips and tariff uncertainties, Nikkei Asia has learned.
ASML's boss has a warning for Europe
(economist.com)
ASML is in an enviable position. The Dutch company is the only manufacturer of equipment that can reliably etch the most advanced semiconductors, as required for everything from artificial-intelligence (AI) accelerators to smartphone chips. Even for less sophisticated processors—the types found in cars and tumble dryers—its machines account for over 90% of global sales. No rival comes close.
ASML is in an enviable position. The Dutch company is the only manufacturer of equipment that can reliably etch the most advanced semiconductors, as required for everything from artificial-intelligence (AI) accelerators to smartphone chips. Even for less sophisticated processors—the types found in cars and tumble dryers—its machines account for over 90% of global sales. No rival comes close.
TSMC's US builds won't make America great at chips again, says Gelsinger
(theregister.com)
Intel ex-CEO Pat Gelsinger has thrown shade on Taiwanese chipmaker TSMC's plans to build fabrication plants in the USA, saying the factories will do nothing to advance American semiconductor leadership.
Intel ex-CEO Pat Gelsinger has thrown shade on Taiwanese chipmaker TSMC's plans to build fabrication plants in the USA, saying the factories will do nothing to advance American semiconductor leadership.
Researchers get spiking neural behavior out of a pair of transistors
(arstechnica.com)
A paper published in Nature on Wednesday describes a way to get plain-old silicon transistors to behave a lot like an actual neuron. And unlike the dedicated processors made so far, it only requires two transistors to do so.
A paper published in Nature on Wednesday describes a way to get plain-old silicon transistors to behave a lot like an actual neuron. And unlike the dedicated processors made so far, it only requires two transistors to do so.
Thinner Films Conduct Better Than Copper
(ieee.org)
Future chips need something better than copper. Are topological semimetals the answer?
Future chips need something better than copper. Are topological semimetals the answer?
Chinese Chips Power Ant Group's AI Breakthrough, Bypassing Nvidia
(bloomberg.com)
Jack Ma-backed Ant Group Co. used Chinese-made semiconductors to develop techniques for training AI models that would cut costs by 20%, according to people familiar with the matter.
Jack Ma-backed Ant Group Co. used Chinese-made semiconductors to develop techniques for training AI models that would cut costs by 20%, according to people familiar with the matter.
Jack Ma-Backed Ant Touts AI Breakthrough Built on Chinese Chips
(bloomberg.com)
Jack Ma-backed Ant Group Co. used Chinese-made semiconductors to develop techniques for training AI models that would cut costs by 20%, according to people familiar with the matter.
Jack Ma-backed Ant Group Co. used Chinese-made semiconductors to develop techniques for training AI models that would cut costs by 20%, according to people familiar with the matter.
Repealing the CHIPS Act risks US national security
(ft.com)
Repealing the Chips Act risks US national security
Repealing the Chips Act risks US national security
Want even tinier chips? Use a particle accelerator
(economist.com)
Semiconductor chips are among the smallest and most detailed objects humans can manufacture. Shrinking the scale and upping the complexity is a fight against the limits of physics, and optical lithography—etching nanometre-scale patterns onto silicon with short-wavelength light—is its most extreme frontier.
Semiconductor chips are among the smallest and most detailed objects humans can manufacture. Shrinking the scale and upping the complexity is a fight against the limits of physics, and optical lithography—etching nanometre-scale patterns onto silicon with short-wavelength light—is its most extreme frontier.
Malaysia signs deal with UK chip giant Arm to bolster semiconductor ambitions
(channelnewsasia.com)
British chip giant Arm Holdings signed an agreement with Malaysia on Wednesday (Mar 5) to bolster the Southeast Asian country's efforts to produce high-end semiconductors amid the US-China tech trade war.
British chip giant Arm Holdings signed an agreement with Malaysia on Wednesday (Mar 5) to bolster the Southeast Asian country's efforts to produce high-end semiconductors amid the US-China tech trade war.
China unveils revolutionary chip without silicon – 40% faster than Intel / TSMC
(twitter.com)
Something went wrong, but don’t fret — let’s give it another shot.
Something went wrong, but don’t fret — let’s give it another shot.