Hacker News with Generative AI: Semiconductors

Chipmaker TSMC is booming, but its factory near Portland is at a low point (oregonlive.com)
Taiwan Semiconductor Manufacturing Co. enjoyed a remarkable year in 2024, with sales up by more than a third and profits climbing even faster.
Semiconductors, Business, Oregon
4 points by rwc9 2 days ago | 0 comments
The Dawn of Nvidia's Technology (dshr.org)
Because Nvidia became one of the most valuable companies in the world, there are now two books explaining its rise and extolling the genius of Jensen Huang, Tae Kim's The Nvidia Way: Jensen Huang and the making of a tech giant, and Steven Witt's The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.
Nvidia, Technology, Business, Semiconductors
186 points by wmf 3 days ago | 76 comments
Telum II at Hot Chips 2024: Mainframe with a Unique Caching Strategy (chipsandcheese.com)
Mainframes still play a vital role in today, providing extremely high uptime and low latency for financial transactions.
Mainframes, Hardware, Caching, Semiconductors, Hot Chips
137 points by rbanffy 4 days ago | 66 comments
The Long Arc of Semiconductor Scaling (chipstrat.com)
I planned to write a chiplets explainer this week while traveling to and from CadenceLIVE in San Jose… but I got sucked into the broader chiplets backstory while doing research. After all, chiplets are a semiconductor manufacturing and scaling story of sorts!
Semiconductors, Chip Design, Manufacturing
10 points by rbanffy 5 days ago | 4 comments
GlobalWafers to invest 4B dollars in wafer manufacturing in the USA (tomshardware.com)
Semiconductors, Manufacturing, Investments, USA
9 points by 01-_- 6 days ago | 4 comments
ARM is introducing a new product naming architecture (newsroom.arm.com)
The future of AI compute is being built on Arm.
ARM, Technology, Hardware, Semiconductors, AI
11 points by furtiman 8 days ago | 2 comments
Chinese researchers develop silicon-free transistor, claim efficient and fast (techradar.com)
Semiconductors, China, Technology, Research
6 points by gnabgib 11 days ago | 0 comments
The AUCTUS A6: the chip enabling inexpensive DMR Radio (2021) (jhart99.com)
The AUCTUS A6 is the chip behind the inexpensive COTRE CO01D DMR radio. There isn’t much information available on the web. Here is what I was able to find.
Radio, Hardware, Technology, Semiconductors
8 points by walterbell 12 days ago | 4 comments
Brandon's Semiconductor Simulator (brandonli.net)
Semiconductors, Simulation, Software
191 points by dominikh 13 days ago | 29 comments
China Just Made the Fastest Transistor and It Is Not Made of Silicon (zmescience.com)
At Peking University, a group of Chinese scientists may have just turned the computing industry up on its head.
China, Transistors, Semiconductors, Computing
8 points by sharjeelsayed 18 days ago | 0 comments
Zoho halts $700M semiconductor plan (semiconductorsinsight.com)
When Zoho’s founder Sridhar Vembu tweeted today, that his company had “shelved” its much-discussed semiconductor-fab plan for lack of confidence in the underlying technology, it was a rare moment of stark realism from one of India’s most optimistic entrepreneurs.
Semiconductors, Business, India, Technology
56 points by akbarnama 21 days ago | 57 comments
Chinese chipmakers are gaining on Nvidia and TSMC (restofworld.org)
Washington’s latest export restrictions on Nvidia’s H20 chips are likely to accelerate China’s shift toward domestic alternatives, as homegrown firms strive to close the gap with global rivals.
China, Semiconductors, Technology, Competition, Trade
12 points by donohoe 24 days ago | 2 comments
ASML's Breakthrough 3-Pulse EUV Light Source [video] (youtube.com)
ASML, Semiconductors, Manufacturing, Technology, Video
4 points by tambourine_man 25 days ago | 0 comments
Lip-Bu Tan: Our Path Forward (intc.com)
A message from Intel CEO Lip-Bu Tan to all company employees.
Business, Leadership, Intel, Semiconductors
8 points by mepian 29 days ago | 11 comments
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.
Semiconductors, Technology, Artificial Intelligence, Apple
6 points by alwillis 29 days ago | 0 comments
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.
AMD, Semiconductors, Software, Competition, Business
30 points by AbuAssar 29 days ago | 0 comments
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.
AMD, Nvidia, Semiconductors, Software, Competition
7 points by elorant 30 days ago | 0 comments
Why the Chip Industry Is Struggling to Attract the Next Generation (viksnewsletter.com)
There is a worldwide shortage of semiconductor talent.
Semiconductors, Industry, Labor, Education
18 points by kayson 32 days ago | 3 comments
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.
Semiconductors, Manufacturing, United States, Technology, International Relations
11 points by abacussh 36 days ago | 2 comments
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.
Semiconductors, Technology, Business, Intel, Taiwan
5 points by ytch 36 days ago | 1 comments
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.
Artificial Intelligence, China, Geopolitics, Technology, Semiconductors
10 points by geox 37 days ago | 0 comments
Future Chips Will Be Hotter Than Ever (ieee.org)
Technologies coming into production now mean new problems with handling heat
Semiconductors, Technology, Heat Management
68 points by voxadam 37 days ago | 90 comments
China's Moore Threads polishes homegrown CUDA alternative (tomshardware.com)
China, Hardware, GPUs, Semiconductors
4 points by rguiscard 37 days ago | 0 comments
AMD teases its first 2nm chip, EPYC 'Venice' fabbed on TSMC N2 node (tomshardware.com)
AMD, CPUs, Hardware, Semiconductors, Manufacturing
24 points by rbanffy 38 days ago | 0 comments
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.
Business, Semiconductors, Private Equity
314 points by voxadam 39 days ago | 232 comments
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, Semiconductors, China, Business, Technology
5 points by PaulHoule 40 days ago | 0 comments
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.
Semiconductors, Processors, Hardware, Materials Science
223 points by PaulHoule 45 days ago | 40 comments
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, Semiconductors, Joint Ventures, Taiwan
80 points by pseudolus 49 days ago | 23 comments
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.
Semiconductors, Materials Science, Physics
903 points by tux3 52 days ago | 408 comments
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.
Semiconductors, China, Education, Talent Acquisition
7 points by kelt 52 days ago | 0 comments