Prepare for the Coming AI Chip Shortage | Bain & Company
While businesses couldn’t predict the pandemic, they can guard against the next big threat to semiconductor supply chains.| Bain
Semiconductor stocks have certainly benefited from the AI boom. All those data centers being built will be filled with chips (chart). All those autonomous-driving vehicles will also be stuffed with chips, and so will humanoid robots. And they will all generate more data that will need to be processed. Today&| Yardeni QuickTakes
OpenAI will put the chips to work in data centers that’ll power the staggering compute ChatGPT needs to remain everyone's favorite therapist. The post OpenAI Powers Up With Massive Deal for AMD Chips appeared first on The Daily Upside.| The Daily Upside
Taiwan failed to pass an August referendum on whether or not a nuclear plant should be restarted, if it were deemed safe to operate. While the more than 4 million votes for “yes” outnumbered the more than 1.5 million “no” votes, the number of affirmative votes failed to surpass the 25 percent threshold of eligible voters also required for the referendum to pass. As a result, Taiwan remains on the nuclear-free path it has followed since the shutdown of the nuclear plant in question, Ma...| IEEE Spectrum
In this webinar, we will explore efficient, accurate, and scalable techniques for analog and mixed-signal device testing using reconfigurable test setups. As semiconductor devices grow more complex, engineers face the challenge of validating performance and catching edge cases under tight schedules. Test setups often include oscilloscopes, waveform generators, network analyzers, and more, potentially from different vendors with unique automation and configuration considerations. In order to k...| events.bizzabo.com
The boundaries of conflict are shifting. Today, national security isn’t just tested on battlefields, but in boardrooms, research labs, and everyday digital infrastructure. The post New paths for Swedish research: Test Drive shows the way appeared first on Kista Science City.| Kista Science City
Written by Colin Aponte. This article analyses what Taiwan's experience can teach the US about resisting economic coercion at home beyond the so-called silicon shield. It shows that diversification beats dependence, strategic industries can become a form of self-protection and retaliation from China should be expected and prepared for. Continue reading| Taiwan Insight
While businesses couldn’t predict the pandemic, they can guard against the next big threat to semiconductor supply chains.| Bain
Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project.| DIGITIMES
CSET’s Jacob Feldgoise shared his expert analysis in a segment published by NPR’s All Things Considered. The segment discusses the U.S. government’s 10% stake in Intel, framing the move as part of broader efforts to reduce reliance on foreign chipmakers and secure U.S. leadership in advanced semiconductor manufacturing. The post The U.S. government is taking a stake in Intel. It’s rare — but not unprecedented appeared first on Center for Security and Emerging Technology.| Center for Security and Emerging Technology
Equity stakes, loophole closures, and protecting domestic industries might make sense in someone else’s hands. Not from a president with no strategy or plan.| The American Prospect
Ghazi Sarwat Syed and Gregor Seiler add to IBM Research’s strong history with European Research Council grants.| IBM Research
Compute is the lifeblood of AI. He who controls the spice controls the universe the compute will control the production of tokens and reap the benefits of AI. Without compute you do not have a seat at the table. The United States technology community is all in on compute and AI as the next platform […]| SemiAnalysis
In a letter to the Commerce Department, Warren blasts the actual deal between the Trump administration and Intel, even as she supports the concept of equity stakes.| The American Prospect
Salesforce acquires Regrello to boost Agentforce and Slack with AI-driven workflow automation, marking its third acquisition in three weeks.| Futurum
Nuclear batteries that last decades are being developed to power drones, sensors, remote devices and medical implants. Energy storage at its extreme.| IEEE Spectrum
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
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
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 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
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
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
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
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
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
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
