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| IGZO DRAM memory tech is coming from Imec for AI |
5/24/2024 |
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Imec is experimenting with indium-gallium-zinc-oxide technology for use in AI memory using an analog in-memory computing approach. The IGZO DRAM technology offers speed and energy efficiency.
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| AI helps buoy semiconductor growth this year and into next |
5/24/2024 |
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Major semiconductor companies had mixed results for 1Q 2024, report’s Semiconductor Intelligence.The revenue cha nge from 4Q 2023 to 1Q 2024 ranged from a 23% increase reported by Micron Technology to a 19% decline from STMicroelectronics.
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| Bill to control AI model exports advances in House |
5/24/2024 |
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Lawmakers in the House Foreign Affairs Committee advanced the Enhancing National Frameworks for Overseas Restriction of Critical Exports Act, which aims to expand authority to block the export of AI models to China.
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| LPDDR competition heats up for energy efficiency |
5/23/2024 |
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Samsung Electronics, SK Hynix and Micron Technology are working to develop low power double data rate memory DRAM technology to boost energy efficiency for AI applications. Micron's Crucial LPCAM2 builds on Samsung's low power compression attached memory module released last year.
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| Subaru teams up with Toyota to mitigate EV ‘risks’ |
5/23/2024 |
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Subaru CEO and President Atsushi Osaki said after exploring various options for BEV development, the company has opted to partner with its friendly rival Toyota Motor Corp. The two automakers will jointly develop four battery electric SUVs,
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| TSMC's Lithography Machines Have a Remote Kill Switch in Case China Invades |
5/23/2024 |
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TSMC makes the world's most advanced chips at its Taiwan facilities, so the prospect of those fabs being taken over or controlled by a hostile force is not a pleasant scenario to consider. However, now it's been revealed for the first time that the machines have remote kill switches, which would render them idle in the case of Chinese aggression.
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| Samsung, SK Hynix cautious about ramping up production |
5/22/2024 |
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Samsung and SK Hynix are taking a cautious approach to ramping up production of standard DRAM and NAND chips, the companies communicated during their first-quarter earnings call that "there will be constraints in DRAM production bit growth this year." High inventory levels for PCs and NAND price stability is causing market uncertainty.
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| Honda earmarks $65B to accelerate EV development |
5/21/2024 |
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Despite slower EV sales in the Western Hemisphere, Honda is preparing a $65 billion infusion into development and bring out seven new models under its flagship brands by the end of the decade. Company President Toshihiro Mibe unveiled the plan, which calls for Honda to produce 2 million EVs annually and reduce battery costs in North America.
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| Apple exec's appearance in Taiwan fires up 2nm talk |
5/21/2024 |
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Jeff Williams, operating chief at Apple, has been spotted in Taiwan, presumably to sew up a deal to procure TSMC's first batch of 2-nanometer wafers. It has been reported that Apple will use the 2nm technology next year in its iPhone 17 lineup, although other reports cite a 2026 date and different details; whenever the deal starts, it will add billions to TSMC's coffers.
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| Amazon participated in the private placement for SIP Core provider Alchip |
5/20/2024 |
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Amazon's minor investment in Alchip, which has the likes of TSMC and SoftBank as early investors, has a significant meaning for Amazon regarding self-developed AI chips. It signifies support for Alchip and implies that the two companies may maintain a customer relationship for a while.
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| IBM working with Honda on automotive chips, software |
5/17/2024 |
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IBM and Honda have signed an agreement to collaborate on automotive chips and software. The companies expect software-defined vehicles to increase semiconductor design complexity as well as power consumption.
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| Japan eyes electric grid amid chip, data center investments |
5/17/2024 |
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Japan will need to generate 50% more electricity by 2050 to meet the demands of chipmaking facilities and AI data centers as it invests heavily to revitalize its chipmaking industries. Data center operator DigitalBridge has warned that it could run out of power within two years and is considering relocating to locations with renewable energy.
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| AI Servers Transitioning Towards Liquid Cooling |
5/17/2024 |
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Despite the maturity of air-cooling technology, its heat dissipation ceiling stands at approximately 10~15kW. This limitation has prompted a shift towards hybrid solutions such as “water-cooled + air-cooled” and liquid-cooled dissipation systems.
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