Nuclear Batteries: Energy Storage for Decades - IEEE Spectrum
Nuclear batteries that last decades are being developed to power drones, sensors, remote devices and medical implants. Energy storage at its extreme.| IEEE Spectrum
The U.S. Commerce Department says it will not abide by an agreement to fund the U.S. CHIPS and Science Act’s R&D through the nonprofit set up to administer the program, called Natcast. Instead, it handed operational control to the National Institute of Standards and Technology (NIST). Natcast was created in 2023 to oversee the National Semiconductor Technology Center (NSTC), which the law established to conduct “research and prototyping of advanced semiconductor technology and grow the do...| IEEE Spectrum
Nuclear batteries that last decades are being developed to power drones, sensors, remote devices and medical implants. Energy storage at its extreme.| IEEE Spectrum
TSMC is the world's largest contract maker of chips that are used in everything from smartphones to missiles.| Digital Journal
Sorry I’ve been away: time flies when you are not having fun. But now I’m back. Moore’s Law, which began with a random observation by the late Intel co-founder Gordon Moore that transistor densities on silicon substrates were doubling every 18 months, has over the intervening 60+ years been both borne-out yet also changed from a lithography technical feature to an economic law. It’s getting harder to etch ever-thinner lines, so we’ve taken as a culture to emphasizing the cost part o...| I, Cringely
No H20s shipped in Q2 but NVIDIA promises billions will pour in when China's floodgates are opened.| The Stack
Huawei’s Ascend processors used on AI servers and Kirin chips that run inside smartphones are now compatible with Z.ai’s GLM models.| South China Morning Post
Trump just announced a partial nationalization of one of America’s biggest tech giants. This is not contrary to Biden-era industrial policy but an extension of it, as well as an opportunity for greater public control over private capital.| Damage
Teledyne HiRel Semiconductors is pleased to announce the release of their industrial-grade embedded MultiMediaCard (eMMC) module. Featuring 128GB of eMMC 5.1-compliant storage in a compact 153-ball FBGA package, this device is engineered to deliver reliable, high-speed performance in harsh environments. Qualified over the industrial temperature range of –40°C to +85°C, this eMMC module is well-suited for […] The post Teledyne HiRel Semiconductors Launches eMMC 5.1 Module appeared...| Circuit Cellar
Apple hasn’t announced dates, but multiple outlets that track Cupertino’s annual cadence point to an iPhone 17 family reveal in the second week of September, with pre-orders that Friday and retail availability the Friday after. Based on Apple’s pattern and current reporting, the most plausible schedule is a keynote on Tuesday, September 9, 2025, pre-orders… The post iPhone 17 Pro, rumored to add vapor-chamber cooling and a 48MP telephoto, is tracking a September launch appeared first ...| Research & Development World
A new smart home hub. A revised Apple TV. A revamped Siri. Those are just some of the rumored products in Apple’s pipeline. The purported leak, which MacRumors revealed, suggests a significant push into the smart home and AI, domains where the Cupertino, California-based firm once innovated but has arguably fallen behind. Apple’s software code… The post Reported Apple code leak points to new hardware roadmap with new chips, devices incoming appeared first on Research & Development World.| Research & Development World
As the semiconductor industry evolves to meet surging demand for AI chips and advanced data infrastructure, its future will be defined not only by design ingenuity or scaling laws but by the breakthroughs happening at the molecular level. Materials science is emerging as the cornerstone of next-generation semiconductor innovation. The push for smaller, faster and… The post Bridging the lab-to-fab gap accelerates semiconductor innovation and commercialization appeared first on Research & Dev...| Research & Development World
SK Hynix Inc., the world’s second-largest memory chipmaker after Samsung Electronics Co., said on Monday it has developed HBM3E, the industry’s bes| KED Global
SK Hynix Inc., the world’s second-largest memory chipmaker after Samsung Electronics Co., has begun mass production of the industry’s highest-layer| KED Global
SK Hynix Inc., the world’s second-largest memory chipmaker, said on Thursday it has developed the world’s first 12-layer DRAM product with a 24 gig| KED Global
SK Hynix Inc., the world’s second-largest memory chipmaker, is set to supply the industry’s best-performing DRAM to US graphic chipmaker Nvidia Cor| KED Global
Samsung Electronics Co. expects to see light at the end of the tunnel with a likely turnaround of its mainstay chip business in the second half after posting i| KED Global
The first portion of this report will explain HBM, the manufacturing process, dynamics between vendors, KVCache offload, disaggregated prefill decode, and wide / high-rank EP. The rest of the repor…| SemiAnalysis
The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum. Keith Kirkpatrick, Research Director at Futurum, shares insights on Salesforce’s acquisition of Regrello and how its integration with Agentforce and Slack could transform enterprise workflows with agentic AI automation. The post Will Regrello Help Salesforce Push Further Into Agentic AI Workflows? appeared first on Futurum.| Futurum
The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum. Ray Wang, Research Director at Futurum, examines Coherent’s Q4 FY 2025 earnings, highlighting AI datacenter and networking growth, margin gains, and the Aerospace and Defense sale to sharpen focus on core markets. The post Coherent Q4 FY 2025 Earnings Rise on AI Datacenter and Networking Demand appeared first on Futurum.| Futurum
The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on NVIDIA RTX PRO 6000 Blackwell-powered 2U servers from top OEMs, delivering AI acceleration, efficiency gains, and broad workload support for enterprise data centers. The post Is NVIDIA’s RTX PRO 6000 Blackwell the Tipping Point for Enterprise AI Acceleration? appeared first on Futurum.| Futurum
The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domestic Innovation and Supply Chain appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Applied Materials’ work with Apple and Texas Instruments to supply US-made chip equipment and boost manufacturing under Apple’s $600 billion American Manufacturing Program. The post Applied Materials’ New Partnership with Apple and Texas Instruments Aims to Enhance Domesti...| Futurum
The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum. Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s Variable Graphics Memory upgrade for the Ryzen AI Max+ 395, enabling up to 128B parameter models with full vision and MCP support on Windows devices. The post AMD Expands Windows AI Limits With 128B Parameter Model Capability appeared first on Futurum.| Futurum
The post MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization appeared first on Futurum. Krista Case, Research Director at Futurum, shares insights on Hammerspace MLPerf Tier 0 results, showcasing linear scaling, 3.7x efficiency gains, and high GPU utilization for AI storage performance. The post MLPerf v2.0 Results Highlight Hammerspace Tier 0’s Role in Maximizing GPU Utilization appeared first on Futurum.| Futurum
The post Will Applied Materials Meet Expectations in the AI Capex Boom? appeared first on Futurum. Insights on assessing Applied Materials’ Q3 2025 outlook amid AI-driven HBM demand and advanced packaging momentum. The post Will Applied Materials Meet Expectations in the AI Capex Boom? appeared first on Futurum.| Futurum
The post Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers? appeared first on Futurum. Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market. The post Will NVIDIA and AMD Pass the 15% Fee to Chinese Buyers? appeared first on Futurum.| Futurum
The post Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions appeared first on Futurum. Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31 billion market opportunity. The post Synopsys Wraps Up Ansys Acquisition, Targeting Integrated Design Solutions appeared first on Futurum.| Futurum
The fight for dominance in semiconductors, the 'chips' powering everything from smartphones and cloud servers to military systems, has become the centrepiece of global economic and geopolitical competition.| International Finance
"We need more companies designing AI chip products in the UK."| The Stack
Country is vying for global leadership in strategic sectors including artificial intelligence, robotics and high-performance computing chips.| South China Morning Post
How did Kamal Rudra transform from a bored student to a semiconductor innovator? Dive into his journey and find out what sparked his passion.| IEEE Spectrum
A look inside the group developing full-stack solutions to AI’s unique computational requirements.| IBM Research
Discover how AI is revolutionizing semiconductor manufacturing—from chip design to defect detection, supply chains, and autonomous fabs.| IEEE Innovation at Work
The post NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition appeared first on The Futurum Group. Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing systems. The post NXP Strengthens Industrial Edge Capabilities With port GmbH Acquisition appeared first on The Futurum Group.| The Futurum Group
The post Will Jericho4 Help Broadcom Lead the Next Era of AI Networking? appeared first on The Futurum Group. Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for distributed AI workloads. The post Will Jericho4 Help Broadcom Lead the Next Era of AI Networking? appeared first on The Futurum Group.| The Futurum Group
The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on The Futurum Group. Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp, China license risks, and margin recovery in Q3. The post AMD Q2 FY 2025 Sales Beat Offset by MI308-Linked EPS Decline appeared first on The Futurum Group.| The Futurum Group
The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on The Futurum Group. Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial softness. The post Lattice Q2 FY 2025 Results Show Strong Comms and Compute Growth appeared first on The Futurum Group.| The Futurum Group
The post Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains appeared first on The Futurum Group. Olivier Blanchard and Daniel Newman at Futurum break down Qualcomm’s Q3 FY 2025 earnings, focusing on how IoT and automotive strength offset handset softness and where Snapdragon platforms are gaining traction across AI PCs and data center. The post Qualcomm Q3 FY 2025 Earnings Beats Estimates, Driven by Auto and IoT Gains appeared first on The Futurum Group.| The Futurum Group
The post Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand appeared first on The Futurum Group. Futurum’s Ray Wang and Daniel Newman analyze Arm’s Q1 FY26 results, highlighting revenue above $1B, 25% royalty growth, and surging AI and cloud adoption. He examines key trends and offers insights on Arm’s future outlook and competitive positioning. The post Arm Q1 FY26 Earnings: Revenue Surpasses $1B on Surging AI and Cloud Demand appeared first on The Futurum Group.| The Futurum Group
In his four decades at IBM Research, T.C. Chen has played a central role in the qualification of generation after generation of semiconductor technologies.| IBM Research
IBM Research scientists are using AI to track down defects and inefficiencies in silicon wafer processing.| IBM Research
Inside the IBM z17, the IBM Telum II processor and the IBM Spyre Accelerator, available in Q4 2025, will execute AI workloads at unprecedented speed and scale.| IBM Research
The von Neumann architecture, which separates compute and memory, is perfect for conventional computing. But it creates a data traffic jam for AI.| IBM Research
This was a big year for advances in AI, quantum computing, semiconductors, and scientific research for IBM.| IBM Research
Three new papers from IBM Research highlight the future role of analog in-memory computing in AI, both in the cloud and on the edge.| IBM Research
In four decades at IBM, John Knickerbocker knows that sometimes the seeds of a good idea can take time to grow| IBM Research
A new chip construction process is helping overcome some of the challenges to produce 2-nanometer transistors and beyond at scale within the decade.| IBM Research
For Samsung, it’s a chance to finally carve out some foundry industry market share from rival chipmaker TSMC.| The Daily Upside
The post Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain? appeared first on The Futurum Group. Ray Wang, Research Director at Futurum, shares his insights on how NVIDIA’s GB300 NVL72 reduces grid disruption from AI workloads using energy storage, ramp-rate control, and GPU burn to cut peak demand by up to 30%. The post Is NVIDIA’s GB300 NVL72 Power Shelf the Answer to AI’s Grid Strain? appeared first on The Futurum Group.| The Futurum Group
The post Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones? appeared first on The Futurum Group. Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and coverage. The post Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones? appeared first on The Futurum Group.| The Futurum Group
The post Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges appeared first on The Futurum Group. Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical to Intel’s recovery trajectory. The post Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges appeared first on The Futurum Group.| The Futurum Group
Vietnamese chip component suppliers are responding to growing market demands for products with no Chinese link.| Rest of World
Electrostatic discharge (ESD) remains a costly and invisible threat in the electronics industry, posing significant risks to semiconductor reliability. According to the EOS/ESD Association, ESD occurs when a high electrostatic […] The post The Hidden Risk of Electrostatic Discharge (ESD) in Semiconductor Reliability appeared first on IEEE Innovation at Work.| IEEE Innovation at Work
Long time readers will recall that SemiAnalysis covers more than just datacenters and AMD. Today we’re back to semiconductors with a tech-focused roundup of the best from this year’s VLSI conference, the premiere design and integration. That includes the latest in chips manufacturing: fab digital twins, the future of advanced logic transistors and interconnects, DRAM […]| SemiAnalysis
Qualcomm Inc. on Monday agreed to buy Alphawave for about $2.4 billion in its aggressive pursuit of the red-hot AI data center market.| Techstrong IT
The Trump administration has intensified its America First Trade Policy initiatives by announcing three new investigations under Section 232 of the Trade Expansion Act of 1962 by the Department ...| Global Trade & Sanctions Law
Huawei is working towards creating an independent PC ecosystem, with Harmony OS-based laptops expected to launch in 2025. Huawei's Windows laptops are coming| BloggingCapital
Semiconductor sales—along with employment opportunities for engineers in the dynamic chip industry—are expected to rise precipitously.| IEEE Innovation at Work
For those connected to the semiconductor industry, calling the past five years “interesting” would be an understatement. While COVID-19 exposed glaring supply chain vulnerabilities, the rise of compute-heavy technologies — electric vehicles, cryptocurrencies, data centers, and AI — has dramatically shifted the landscape of semiconductor supply and distribution. Recent market dynamics remain perplexing even for […]| Publitek | Innovative marketing for B2B tech companies
Biden signs CHIPS act aimed at promoting chipmaking and scientific research - SiliconANGLE| SiliconANGLE
Despite AI's growing presence in company operations around the globe, AI strategies remain a source of confusion for employees.| IEEE Innovation at Work
Transistor count and transistor density are often portrayed as technical achievements and milestones. Many vendors brag about the complexity of their design, as measured by transistor count. In reality, transistor count and density varies considerably based on the type of chip and especially the type of circuitry within the chip, and there is no standard way of counting. The net result is that transistor count and density are only approximate metrics and focusing on those particular numbers r...| Real World Tech
Power delivery is one of the most significant challenges in modern processors. The power delivery network (PDN) must meet the demanding requirements of modern CMOS technology, supply power with excellent efficiency, and swiftly respond to changes in power draw. The post Power Delivery in a Modern Processor appeared first on Real World Tech.| Real World Tech
Intel will offer 3DXP-based DIMMs (previously codenamed Apache Pass) that use the DDR4 interface on the next-generation Cascade Lake server processor. The first DIMMs will be available in 128GB, 256GB, and 512GB capacities and work with a new software architecture for persistent memory. Intel and its partners have enabled the new persistent memory programming model for Java, Linux, VMware, and Windows and many customers are eagerly awaiting the non-volatile, high-capacity memory for in-memory...| Real World Tech
On January 13, 2025, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) issued an Interim Final Rule (IFR), establishing new export controls targeting advanced artificial ...| Global Trade & Sanctions Law
Global Semiconductor Industry Analysis Key Insights and Market Predictions| Compound Semiconductor News
Emerging Semiconductor Technologies What’s Next for Electronics Innovation| Compound Semiconductor News
A Comprehensive Guide to Semiconductor Manufacturing Processes Explained| Compound Semiconductor News
Breakthrough Research in Semiconductor Materials Shaping Tomorrow’s Tech| Compound Semiconductor News
How Compound Semiconductors Power Today’s Electronics Applications and Benefits| Compound Semiconductor News
Washington – The White House announced today an Export Control Framework for AI Diffusion, establishing country-specific caps and a licensing regime for the| CCIA
In a segment in the Lawfare Marketplace Morning Report, Jacob Feldgoise provides his expert analysis on the escalating trade tensions between the U.S. and China.| Center for Security and Emerging Technology
After a dramatic spike in 2022, hafnium’s price has fallen somewhat closer to earth. By historical measures the price is still strikingly elevated but the volatility post-2021 appears to have…| MMTA
Targeted training and government funding are helping to reconcile a talent shortage in the semiconductor workforce.| IEEE Innovation at Work
SK Hynix Inc., the world’s No. 2 memory chipmaker, began mass-producing HBM3E, the best-performing DRAM chip for AI applications, for the first time in t| KED Global
One industry that’s undergoing a particularly significant transformation at the hands of AI technology is the field of semiconductor design.| IEEE Innovation at Work
Written by Ling-Ming Huang. Taiwan’s semiconductor industry grew significantly in the 1970s and 1980s, driven by important government-led strategies aimed at developing manufacturing capabili…| Taiwan Insight
Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expansion.| Rest of World
This post is the second in a series that uses the history and economics of the American semiconductor industry to ask big picture questions about the future of fiscal policy and industrial policy.| Employ America
The Consumer Electronics Show — CES for short — is the tech world’s annual curtain raiser, hosted in Las Vegas each January. It’s usually a chance to get a glimpse...| CCS Insight
The Intel 4 process achieves 20% better performance and scales logic density by 2X while reducing costs through extensive design co-optimization, adoption of new materials, and judicious use of EUV lithography. The first product, the Meteor Lake compute tile, will ramp to high volume manufacturing in 2023.| Real World Tech
