CES: Image Sensors Adapt to Light Changes Like Human Eye

CES’s Eureka Park is a section of exhibits where startups and early-stage products from all over the world solicit feedback and explore opportunities. From this year’s Italian delegates at Eureka Park, our team found EYE2DRIVE, a semiconductor company that develops CMOS chips for digital imaging inspired by the human eye. Their image sensors use AI to mimic the human eye’s ability to adapt its response to changing environmental light conditions. As a result, quality and color of the captured image remains unaffected. While currently focusing on autonomous navigation applications, the tech has potential for media production as well. Continue reading CES: Image Sensors Adapt to Light Changes Like Human Eye

AWS Building Trainium-Powered Supercomputer with Anthropic

Amazon Web Services is building a supercomputer in collaboration with Anthropic, the AI startup in which the e-commerce giant has an $8 billion minority stake. Hundreds of thousands of AWS’s flagship Trainium chips will be amassed in an “Ultracluster” that when it is completed in 2025 will be one of the largest supercomputers in the world for model training, Amazon says. The company announced the general availability of AWS Trainium2-powered Amazon Elastic Compute Cloud (EC2) virtual servers as well as Trn2 UltraServers designed to train and deploy AI models and teased next-generation Trainium3 chips. Continue reading AWS Building Trainium-Powered Supercomputer with Anthropic

Amazon Pushes AI, Records Growth in Q3 Revenue and Profit

Amazon reported major revenue and profit increases during its third quarter, beating Wall Street’s forecasts, based largely on the company’s e-commerce sales and increasing demand for its cloud services. Capital expenditure, which reached a record amount following Amazon’s recent investments in artificial intelligence, will maintain its momentum as the company plans $75 billion capex on developing generative AI services over 2024-2025. “The faster we grow demand, the faster we have to invest capital in data centers, network gear and hardware,” explained CEO Andy Jassy. “We invest in all that upfront in advance of when we can monetize it.” Continue reading Amazon Pushes AI, Records Growth in Q3 Revenue and Profit

Huawei Flourishes Despite Sanctions as U.S. Trial Approaches

Huawei Technologies Co. continued to grow revenue for the sixth consecutive quarter, tallying $33.6 billion for the period ending in June, a 33.7 percent increase year-over-year. The privately held company releases limited financial information. The net profit margin at the half-year mark was said to be 13.2 percent, equivalent to $7.7 billion. Bloomberg extrapolated that to profit of about $5 billion for the quarter, which represents an 18.6 percent decline over the same period last year when asset sales boosted results. The overall trend saw Huawei and other Chinese smartphone manufacturers continuing to gain ground against Apple. Continue reading Huawei Flourishes Despite Sanctions as U.S. Trial Approaches

AMD Buying ZT Systems to Expand Data Center Capabilities

California-based semiconductor manufacturer AMD is looking to take on Nvidia for a bigger share of business from the artificial intelligence boom. AMD plans to purchase data center equipment maker ZT Systems in a cash and stock deal that values the company at $4.9 billion. The deal, which is subject to regulatory approval, is part of AMD’s goal of offering a wider selection of chips, software and system designs to big data enterprise clients such as Microsoft, Google, Meta Platforms and Apple. Privately held ZT Systems, based in New Jersey, makes gear and server solutions for cloud computing and related infrastructure. Continue reading AMD Buying ZT Systems to Expand Data Center Capabilities

Demand for Advanced Semiconductors Drives Samsung Profits

Samsung Electronics saw net profit rise sixfold in Q2, surging 46 percent — to $7.11 billion — compared to Q1. The buoyant results for the South Korean electronics manufacturer were driven by its semiconductor business and the demand for advanced chips needed to fuel the global boom in artificial intelligence. Although the company is the world’s top smartphone manufacturer, more than half of the quarter’s operating profit came from chip-making for the latest reporting period. Revenue for the April through June quarter resulted in a 23.42 percent increase year-over-year, while profit soared 1,458 percent. Continue reading Demand for Advanced Semiconductors Drives Samsung Profits

SoftBank’s Arm Plans to Supply AI Chips, Open Data Centers

Masayoshi Son, CEO of Japan’s SoftBank, wants to transform the tech conglomerate’s Arm subsidiary into an AI powerhouse, and he is investing $64 billion (10 trillion yen) to implement the plan, which includes turning the UK-based unit into an AI chip supplier. Son announced that by spring 2025 Arm is expected to have its first prototype, followed by mass production by contract suppliers and commercial sales in the fall. Arm designs but does not manufacture circuitry, supplying what it calls “chip architecture” to customers including Nvidia and Qualcomm. Continue reading SoftBank’s Arm Plans to Supply AI Chips, Open Data Centers

Government Commits $285 Million for ‘Digital Twin’ Research

The Biden Administration has opened a call for applications for $285 million in funding for a national research institute that will develop semiconductor “digital twins,” software representations of semiconductor hardware that live in the cloud, where teams can collaborate remotely to design, test and analyze the components, allowing engineers to discover and address problems before the manufacturing process begins. The CHIPS Manufacturing USA institute will be the hub for companies and organizations advancing this work, which is meant to decrease domestic reliance on foreign-sourced chips as a matter of national security. Continue reading Government Commits $285 Million for ‘Digital Twin’ Research

Samsung Chip Rebound Sends Q1 Net Profit Up 400 Percent

Samsung Electronics grew net profit by more than 400 percent in Q1, to $4.91 billion, on revenue of about $52.3 billion, a nearly 13 percent increase year-over-year. The results were credited mainly to higher memory chip prices resulting from AI demand buoying the company’s semiconductor business. Solid performance in smartphones — with the launch of its Galaxy S24 series, the first to pack AI-optimized chips — supported the stellar performance. It was a dramatic rebound from 2023, when post-COVID economic fallout drove Samsung to a 15-year profit low and semiconductor losses of almost $11 billion. Continue reading Samsung Chip Rebound Sends Q1 Net Profit Up 400 Percent

Micron Awarded CHIPS Funds for Fabs in Idaho and New York

Micron Technology has been selected to receive up to $6.14 billion in CHIPS and Science Act funding from the federal government. The Boise, Idaho-based tech firm says it will use the funds to construct four new fabrication plants — two in its hometown and two in New York State. Micron has committed an investment of up to $125 billion across both states over the next two decades as it endeavors to build a leading-edge memory manufacturing ecosystem. President Biden announced the preliminary funding agreement during a trip to the Milton J. Rubenstein Museum of Science & Technology in Syracuse, New York. Continue reading Micron Awarded CHIPS Funds for Fabs in Idaho and New York

Samsung Will Receive Up to $6.4 Billion in CHIPS Act Funding

Samsung Electronics will receive up to $6.4 billion in funding for semiconductor manufacturing in the U.S. as part of the CHIPS and Science Act. Samsung Semiconductor CEO Kye Hyun Kyung and Commerce Secretary Gina Raimondo celebrated the news this week at the company’s Taylor, Texas plant. The funds are earmarked for Samsung’s expansion in Central Texas to create additional manufacturing capabilities of essential chips for the AI, automotive, IoT, aerospace and other sectors. With the funds, Samsung is “strengthening the local semiconductor ecosystem and positioning the U.S. as a global semiconductor manufacturing destination,” Kyung said. Continue reading Samsung Will Receive Up to $6.4 Billion in CHIPS Act Funding

Intel Awarded CHIPS Act Funding to Boost Production in U.S.

Campaigning through the swing state of Arizona on Wednesday, President Biden announced Intel is lined up for a $19.5 billion package under the CHIPS and Science Act. The Department of Commerce has reached a preliminary agreement to provide up to $8.5 billion in grants and $11 billion in loans under the 2022 tech stimulus plan. Intel has committed $100 billion of its own. The CHIPS Act “will enable advanced semiconductor manufacturing to make a comeback here in America after 40 years,” Biden said, addressing a crowd at Intel’s Chandler, Arizona plant, which will be modernized using the funds. Continue reading Intel Awarded CHIPS Act Funding to Boost Production in U.S.

GlobalFoundries Receives $1.5 Billion in First U.S. CHIPS Grant

GlobalFoundries has been selected to receive the first major grant in the Biden administration’s CHIPS and Science Act program to reinvigorate U.S. chip production. The $1.5 billion in grants will be used to construct and expand facilities in Vermont and New York. Additionally, the administration plans to make available $1.6 billion in federal loans. The grants are estimated to triple GlobalFoundries’ New York state production capacity within the next 10 years. Chipmakers including Intel, Micron Technology, Samsung Electronics and TSMC have submitted grant applications for government assistance in building new or updating existing facilities. Continue reading GlobalFoundries Receives $1.5 Billion in First U.S. CHIPS Grant

Sam Altman Is Reportedly Seeking ‘Trillions’ to Fund AI Chips

OpenAI CEO Sam Altman’s ongoing effort to fund a new initiative to produce chips to power artificial intelligence has graduated from a billion-dollar venture to a trillion dollar undertaking that aims at nothing less than “to reshape the business of chips and AI,” per recent reports. The United Arab Emirates has joined the list of sources of potential funding for the global project, which seeks to remedy the tight supply of AI chips that Altman is said to view as an obstacle to OpenAI’s effort to develop artificial general intelligence, which he defines as “systems that are generally smarter than humans.” Continue reading Sam Altman Is Reportedly Seeking ‘Trillions’ to Fund AI Chips

Canon Could Begin Shipping Chip Stamping Machine in 2024

Canon is gearing up to begin shipping its new nanoimprint lithography chipmaking machines, possibly this year. The equipment — which uses a stamping process Canon says will be cheaper and more energy-efficient than ASML’s light-based extreme ultraviolet (EUV) technology — could be a disruptor in a market dominated by the Dutch company. Such machines, essential in manufacturing semiconductors, imprint circuitry onto silicon wafers in patterns that can be thousands of times thinner than the width of a human hair. Foundries TSMC, Samsung Semiconductor and Intel rely on ASML’s EUV machines in the manufacture of high-end chips. Continue reading Canon Could Begin Shipping Chip Stamping Machine in 2024