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Debra KaufmanAugust 27, 2021
California-based data technology company Western Digital is purportedly in “advanced merger talks” with Japan’s computer memory firm Kioxia Holdings, according to sources who added that a deal could be inked as soon as mid-September. Western Digital’s shares rose 8 percent in reaction to the Wednesday news and continued to rise on Thursday. Sources said Western Digital would complete the deal with stock and that its chief executive David Goeckeler would run the combined company. According to Barron’s, the deal would be valued at about $20 billion. Continue reading Western Digital and Kioxia Merger Could Impact Chip Market
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Debra KaufmanAugust 25, 2021
Deep learning requires a complicated neural network composed of computers wired together into clusters at data centers, with cross-chip communication using a lot of energy and slowing down the process. Cerebras has a different approach. Instead of making chips by printing dozens of them onto a large silicon wafer and then cutting them out and wiring them to each other, it is making the largest computer chip in the world, the size of a dinner plate. Texas Instruments tried this approach in the 1960s but ran into problems. Continue reading Cerebras Chip Tech to Advance Neural Networks, AI Models
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Debra KaufmanAugust 18, 2021
Samsung is using Synopsys’ DSO.ai tool to design some of its next-gen Exynos mobile processors for 5G and AI, which will be used in smartphones including its own and other devices. Synopsys chair and co-chief executive Aart de Geus said this is the first example of a “real commercial processor design with AI.” Google, IBM and Nvidia are among the other companies that have discussed designing chips with AI. Synopsys, which works with dozens of companies, also has years of expertise in creating advanced designs to train an AI algorithm. Continue reading Samsung First to Design Commercial Semiconductor with AI
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Debra KaufmanAugust 17, 2021
Intel chief executive Pat Gelsinger and board members met with the Biden administration to promote his company’s plan to build more semiconductor factories with subsidies from the U.S. government. Currently, Asian-owned chip factories, which receive hefty incentives, dominate chip production. There’s also an “unprecedented” global shortage of chips, which is impacting the auto and consumer appliance industries. Gelsinger was hired this year to improve the fortunes of the beleaguered Intel. Continue reading Intel Chief Promotes Chipmaking Plan to U.S., Global Leaders
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Debra KaufmanAugust 12, 2021
At this week’s SIGGRAPH 2021, Amazon Web Services (AWS) chief technology officer for media & entertainment Eric Iverson spoke with some top technologists and artists about future trends in content production. With COVID-19, the media industry was forced to find ways to work remotely, which jumpstarted the move to the cloud for production and CG pipelines. Now, he said, “we’re seeing three big trends: the rise of remote production, the acceleration of production pipelines and the need to keep costs under control.” Continue reading SIGGRAPH 2021: AWS on Next Steps for Content Production
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Debra KaufmanJuly 30, 2021
In Q2 2021, social giant Facebook’s profit doubled from a year earlier to $10.39 billion and revenue rose 56 percent to $29.08 billion, both numbers beating Wall Street expectations. Shares fell 3+ percent in after-hours trading, however, when Facebook predicted that revenue growth will slow for the rest of the year. Through the end of Q2, its stock has grown 22 percent. The company also said that Apple’s privacy changes in the new iOS will have a stronger impact in the current quarter as more users update their iOS devices. Meanwhile, Facebook continues to eye its metaverse future. Continue reading Facebook Posts Strong Earnings, Plans Its Metaverse Future
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Debra KaufmanJuly 27, 2021
Experts have warned that the semiconductor shortage will endure, and now Intel chief executive Pat Gelsinger has added his voice with the prediction that the shortage could stretch into 2023. Volkswagen also cautioned that the shortage may get worse in the next six months. The chip shortage is not only causing production delays in the auto industry but raising prices for consumer electronics. Gelsinger said it could take one or two years to achieve a “reasonable supply-and-demand balance.” “We have a long way to go yet,” he suggested. Continue reading Intel Chief Warns the Chip Shortage Could Last Through 2023
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Debra KaufmanJuly 9, 2021
On October 8, Nintendo will debut a new $350 Switch, the first major hardware upgrade to the console originally introduced in 2017 for $299. Available in time for holiday season sales, the new Switch will feature a larger 7-inch OLED screen and 64GB of onboard storage, double the original, as well as improved audio and an adjustable stand and dock. What consumers will not find, however, is an upgrade to a 4K display, a highly anticipated feature that would match the console offerings from Microsoft and Sony. Continue reading Nintendo’s New Switch Features OLED Display, More Storage
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Debra KaufmanJune 29, 2021
Intel chief executive Pat Gelsinger revealed it may take two years to ramp up chip production, while Advanced Micro Devices chief executive Lisa Su noted that her company is prioritizing high-end chips found in a PlayStation 5 game console or Nvidia GeForce RTX 3080 graphics card over “lower-powered parts.” The auto manufacturing sector has been hit hard by the semiconductor shortage — with some indicating no end in sight. At John Deere, chief technology officer Jahmy Hindman said that he expects “we’re into this for the next 12 to 18 months.” Continue reading Chip Shortage Continues to Have an Impact Across Industries
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Debra KaufmanJune 22, 2021
With its chips in billions of products, Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s most dominant chipmaker and, with a market cap of about $550 billion, is also the world’s 11th most valuable company. According to research firm TrendForce, Taiwan generated about 65 percent of global revenues for outsourced chipmaking, with TSMC accounting for 56 percent of that figure. Capital Economics — and other analysts — opined that the world’s dependence on Taiwanese chips is “a threat to the global economy.” Continue reading TSMC Semiconductor Dominance Imperils Global Electronics
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Debra KaufmanJune 2, 2021
Nvidia and the National Energy Research Scientific Computing Center (NERSC) debuted Perlmutter, an AI supercomputer that features 6,144 Nvidia A100 Tensor Core GPUs. Named for astrophysicist Saul Perlmutter, the supercomputer has been dubbed by Nvidia as “the fastest on the planet,” at processing with the 16-bit and 32-bit mixed-precision math used in AI applications, said the company’s global HPC and AI product marketing lead Dion Harris. Its first job will be to create the largest-ever 3D map of the visible universe. Continue reading Nvidia and NERSC Unveil a New Supercomputer for AI Tasks
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Debra KaufmanMay 19, 2021
At ViveCon 2021, HTC debuted two new Vive virtual reality headsets, the HTC Vive Pro 2, which connects to the PC, and the standalone HTC Vive Focus 3. The company, which teamed with Valve to make its first Vive headset in 2015, has seen the VR business explode in numerous markets served by its Vive Pro and Vive Focus, aimed at enterprise markets and debuting in 2018. The new headsets feature 5K resolution, a 120-degree field of view and RGB sub-pixels. The Vive Pro 2 will go on sale June 4 and Vive Focus 3 on June 27. Continue reading HTC Vive Targeting Enterprise Market with New VR Headsets
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Debra KaufmanMay 17, 2021
South Korea plans to invest about $450 billion in semiconductor manufacturing over the next decade in an effort to establish dominance in this key technology sector. One hundred fifty-three companies will follow a national blueprint devised by President Moon Jae-in’s administration, led by Samsung Electronics and SK Hynix, which raised their investment to 510+ trillion won in semiconductor research and production from now until 2030. The U.S., China and Europe are all building up their semiconductor manufacturing capacity. Continue reading South Korea Invests Big to Build Out Advanced Chip Industry
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Debra KaufmanApril 23, 2021
Cerebras Systems introduced its Wafer Scale Engine 2 (WSE-2) processor, which touts a record-breaking 2.6 trillion transistors and 850,000 AI-optimized cores, what the company describes as “the largest chip ever built.” Established by SeaMicro founder Andrew Feldman, Cerebras makes a massive chip out of a single wafer, unlike the typical process of slicing it into hundreds of separate chips. This is the company’s second chip that is built out of an entire wafer, wherein the pieces of the chip, dubbed cores, interconnect to enable the transistors to work together as one. Continue reading Cerebras Introduces AI Processor with 2.6 Trillion Transistors
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Debra KaufmanApril 14, 2021
Nvidia debuted its Arm-based Grace CPU for giant artificial intelligence and high-performance computing applications, the company’s first such data center CPU. At Nvidia’s GTC 2021 conference, chief executive Jensen Huang said Grace, which offers 10 times the performance using energy-efficient Arm cores, will first be used by the Swiss National Supercomputing Centre (CSCS) and the U.S. Department of Energy’s Los Alamos National Laboratory (LANL). The CPU, named for U.S. Navy rear admiral and computer programming pioneer Grace Hopper, is slated for availability in early 2023. Continue reading Nvidia to Power Giant AI Computing with Its Arm-Based CPU