The foundry industry is showing signs of stabilisation
May 01, 2024
The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
Arm, Intel Google and Meta launch self-designed AI chips
April 12, 2024
The future direction for dominance in the AI chip space took another turn this week as four huge stakeholders revealed their own products.
Rapidus and Tenstorrent to develop edge-AI accelerator
March 01, 2024
The two companies have announced an official collaboration to develop dedicated 2nm chips for powering AI in a variety of products from robots to automotive. The scheduled production date is 2028.
Are we facing a memory divide?
February 28, 2024
Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as it needs high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention.
Samsung to deliver Arm's next generation Cortex-X CPUs
February 26, 2024
Samsung Electronics has confirmed a partnership with Arm that will see the Korean chip maker optimise Arm's Cortex-X CPUs for its new Gate-All-Around (GAA) process technology.
Intel loses German patent infringement case
February 09, 2024
A German court has judged against Intel in a patent dispute surrounding a number of its older processors.
Qualcomm takes on Apple with spatial computing chip
January 08, 2024
Mobile chip giant Qualcomm has revealed a new Snapdragon chip designed especially for mixed-reality devices that will compete with Apple's Vision Pro.
Synopsys acquires RISC-V specialist Imperas
December 21, 2023
California-based Synopsys has bought its compatriot company Imperas to better address customer demand for RISC-V-based advanced SoCs.
China continues to enhance AI chip self-sufficiency,
December 11, 2023
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
Rapidus and Tenstorrent to develop AI semiconductor IP
November 17, 2023
Japanese chipmaker Rapidus Corp has formed a partership with Canada's AI specialist Tenstorrent to mass produce semiconductors for artificial intelligence applications.
Microsoft unveils two 'home-made' chip products
November 17, 2023
Computing behemoth Microsoft has announced its entry into the AI chip space, setting up the company to compete with Nvidia, Google, Amazon and Intel.
Key development period for AI PCs in 2024
November 08, 2023
Global shipment of notebooks is expected to reach 167 million units in 2023—a YoY decrease of 10.2%, TrendForce reports. However, with inventory pressures easing, the notebook market is anticipated to return to a balanced supply and demand cycle in 2024.
Qualcomm considering plan to package PC chips in India
October 27, 2023
Giant US semiconductor manufacturer Qualcomm has approached Indian conglomerate Tata Group about a deal to package Snapdragon X Elite PC chips.
Q4 DRAM contract prices set to rise
October 16, 2023
TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
Tenstorrent selects Samsung to manufacture next-gen AI chiplet
October 03, 2023
Tenstorrent, a company that sells AI processors and licenses AI and RISC-V IP, has selected Samsung Foundry to bring Tenstorrent's next-gen AI chiplets to market.
DRAM and NAND Flash demand expected to increase in 2024
August 30, 2023
TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector.
Sponsored content by congatec GmbH
Boundless freedom for edge servers
The integration of Intel Xeon D processors on COM-HPC Server-on-Modules allows edge server installations to break free from the tight thermal constraints of air-conditioned server rooms. For the first time, they can now be installed anywhere where massive data throughput with lowest possible latencies is required – all the way to deterministic real time.
Hyundai invests in AI chip company Tenstorrent
August 04, 2023
Canadian artificial intelligence chip specialist Tenstorrent has raised USD 100 million in a round led by Hyundai Motor Group and Samsung Catalyst Fund.
Major CSPs aggressively constructing AI servers and boosting demand for AI chips
June 23, 2023
TrendForce reports that explosive growth in generative AI applications like chatbots has spurred significant expansion in AI server development in 2023.
Tenstorrent partners with LG to build AI and RISC-V chiplets
May 31, 2023
Tenstorrent and LG Electronics are collaborating to build a new generation of RISC-V, AI, and video codec chiplets to potentially power LG's future premium TV and automotive products and Tenstorrent's data center products.
Reduced production capacity may become short-term norm for MLCC suppliers
May 22, 2023
TrendForce reports that global economic headwinds have had a significant impact on the MLCC industry, with shipments from January to April of this year totaling 1.359 trillion units. This represents a 34% decrease compared to the same period in 2021, highlighting the greater impact of global economic headwinds on the MLCC industry compared to the pandemic.
PMIC issue with server DDR5 RDIMMs reported
April 25, 2023
TrendForce reports that mass production of new server platforms—such as Intel Sapphire Rapids and AMD Genoa—is imminent. However, recent market reports have indicated a PMIC compatibility issue for server DDR5 RDIMMs; DRAM suppliers and PMIC vendors are working to address the problem.
Intel and Arm team up on chip manufacturing compatibility
April 14, 2023
Intel's foundry business has entered into a multigeneration agreement with Arm to enable chip designers to build low-power compute system-on-chips (SoCs) on the Intel 18A process.
AMD names company veteran to lead computing and graphics business
April 05, 2023
Jack Huynh has been named senior vice president and general manager of AMD's Computing and Graphics business following the retirement of Rick Bergman, currently the executive vice president of Computing and Graphics.
Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
March 13, 2023
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
YoY global server shipments growth for 2023 lowered to 1.31%
March 01, 2023
The four major North American cloud service providers (CSPs) have made cuts to their server procurement quantities for this year because of economic headwinds and high inflation.
YoY growth of NAND Flash demand bits will stay under 30%
December 27, 2022
Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years as the effects of the COVID-19 pandemic were spurring procurement activities related to working and studying from home.
Load more news