Hacker News with Generative AI: Semiconductors

Shift Left Is the Tip of the Iceberg (semiengineering.com)
A transformative change is underway for semiconductor design and EDA. New languages, models, and abstractions will need to be created.
Second-largest GPU maker flees China before chip launch to avoid US sanctions (tomshardware.com)
Qualcomm RISCs, Arm Pulls: The Legal Battle for the Future of Client Computing (thechipletter.substack.com)
“You have to bet the company. Especially right now, it’s like being in the gladiator business: you go in, you prepare, you go to the Colosseum …”
TSMC secures $11.6B in funding as CHIPS Act faces uncertain future (ft.com)
TSMC to close door on producing advanced AI chips for China from Monday (ft.com)
$50M semiconductor fraudster pleads guilty to Russian chip-exporting scheme (theregister.com)
The US is moving forward with its prosecution of a man who is accused of illegally shipping semiconductors to sanctioned businesses in Russia after he pleaded guilty to the multi-million-dollar scheme.
Intel CEO reminds investors it provides TSMC with chipmaking equipment (tomshardware.com)
Biden team is racing to get CHIPS Act money out the door (bloomberg.com)
Taiwan Semiconductor Manufacturing Co. and GlobalFoundries Inc. have finished negotiating binding agreements for billions of dollars in grants and loans to support US factories, people familiar with the matter said.
US Government considering cash infusions, AMD merger to help struggling Intel (tomsguide.com)
U.S. chip revival plan chooses sites (ieee.org)
Last week the organization tasked with running the the biggest chunk of U.S. CHIPS Act’s US $13 billion R&D program made some significant strides: The National Semiconductor Technology Center (NSTC) released a strategic plan and selected the sites of two of three planned facilities and released a new strategic plan.
Hacker Fab (hackerfab.org)
Right now we use factories and tools that are optimized to manufacture at scale to do our integrated circuit prototyping. There does not exist a set of machines that enable rapid tape-out of semiconductor devices on a budget, nor are there sufficient resources to make/modify fab tools from the ground up.
Intel layoffs underway as chipmaker aims to cut 15,000 jobs (oregonlive.com)
Layoffs that Intel announced last summer got underway in earnest this week as the company works to cut 15,000 jobs across its business, the biggest downsizing in its five-decade history.
Ultraprecise method of aligning 3D semiconductor chips invented (techxplore.com)
Researchers at the University of Massachusetts Amherst have invented a new way to align 3D semiconductor chips by shining a laser through concentric metalenses patterned on the chips to produce a hologram.
The National EUV Accelerator comes to Albany (research.ibm.com)
The U.S. Department of Commerce announced that NY CREATES’s Albany NanoTech Complex, where IBM is a key partner, will house the NSTC EUV Accelerator, a key facility that will help secure leading-edge semiconductor research, development, and manufacturing in North America.
Chinese chipmaker's new 7nm CPUs reportedly outperform Intel's Raptor Lake (tomshardware.com)
AMD Q3'2024 Financials (morethanmoore.substack.com)
Both with regards to technology and financials, AMD 0.00%↑ has been on a tear for the last several quarters, and their new Q3 numbers has seen that company continue that trend – with no immediate signs of it stopping. Not only are the Q3 numbers the biggest, but it means the datacenter business is now more than half the company, and Q4 numbers are expected to shatter the ceiling once again.
Chinese chipmaker's new 7nm CPUs reportedly outperform Intel's Raptor Lake (tomshardware.com)
Indian Firms Funneled AMD, Nvidia AI GPUs to Russia (tomshardware.com)
Chinese chipmaker's new 7nm CPUs reportedly outperform Intel's Raptor Lake (tomshardware.com)
Intel invests US$300M in China chip packaging and testing plant (scmp.com)
US semiconductor giant Intel said it would expand its chip packaging and testing base in Chengdu, in a show of commitment to the mainland market despite a recent call by a Beijing-backed cybersecurity group to review the company’s products.
Wafer Scale – Trilogy Systems: Part 2 (thechipletter.substack.com)
In Part 1 we saw how Trilogy Systems was founded by Gene Amdahl in 1979 and went on to raise over $275m (c$830m in 2024 dollars) in funding to build ‘IBM plug-compatible’ mainframes. In 1983, the company revealed the ‘breakthrough’ technology it would use to overtake IBM: Wafer-Scale Integration. In place of the modules IBM used in its mainframes, each with 100 smaller chips and other components, Trilogy would use complete 2.5-inch silicon wafers.
Trump Attacks Bipartisan Semiconductor Law, a Key Policy Achievement for Biden (nytimes.com)
Former President Donald J. Trump on Friday blasted the CHIPS and Science Act, a bipartisan law aimed at reducing America’s reliance on Asia for semiconductors by providing billions in subsidies to encourage companies to manufacture more chips in the United States.
Former Intel CEO says splitting Intel isn't good for the U.S. (tomshardware.com)
TI expands internal manufacturing for gallium nitride (GAN) semiconductors (ti.com)
Texas Instruments (TI) (Nasdaq: TXN) today announced it has begun production of gallium nitride (GaN)-based power semiconductors at its factory in Aizu, Japan.
TSMC's Arizona Chip Production Yields Surpass Taiwan's (bloomberg.com)
Taiwan Semiconductor Manufacturing Co. has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife.
Nvidia to ship a billion of RISC-V cores in 2024 (tomshardware.com)
Intel Got Left Behind in the A.I. Chip Boom (nytimes.com)
In 2005, there was no inkling of the artificial intelligence boom that would come years later. But directors at Intel, whose chips served as electronic brains in most computers, faced a decision that might have altered how that transformative technology evolved.
TSMC cuts off client after discovering chips sent to Huawei (bloomberg.com)
Taiwan Semiconductor Manufacturing Co. discovered this month that chips it made for a specific customer ended up with Huawei Technologies Co., a potential violation of US sanctions intended to sever the flow of technology to a Chinese national champion.
Qualcomm's V8 License, Cancelled by Arm [video] (youtube.com)
Arm is canceling Qualcomm's chip design license (bloomberg.com)
Arm Holdings Plc is canceling a license that allowed longtime partner Qualcomm Inc. to use Arm intellectual property to design chips, escalating a legal dispute over vital smartphone technology.