When the U.S. Commerce Department banned chipmakers that use U.S. technology from supplying their products to Huawei, it crippled the Chinese company’s ability to build out 5G networks. Specifically, all semiconductor manufacturers use U.S. technology to build components integrated into 5G base stations. Research firm EJL Wireless Research did a teardown of a 2019 Huawei base station and determined the ban will impact “dozens of critical components.” Huawei said its 5G launches and operations will be disrupted by the ban. Continue reading Commerce Department Tech Ban Checks Huawei’s 5G Plans

As early as June 22, at its annual developer conference WWDC, Apple may reveal its plan to replace Intel chipsets with its own internally developed ones, code-named Kalamata. Sources indicate that announcing Kalamata this time of year will give third-party developers time to shift gears before the new Macs debut in 2021. Apple’s new chips will be based on the same technology as those in iPhones and iPads, although Macs will continue to run the macOS operating system rather than iOS software of the mobile devices. Continue reading Apple Plans to Unveil Its New Chips at Developer Conference

In May, the U.S. Commerce Department banned the sale of any semiconductors made with U.S. software to China’s 5G behemoth Huawei Technologies. Now, that company’s stockpile of chips essential to its telecom business is dwindling, likely to run out by early 2021. According to sources, Huawei executives have yet to come up with a solution and, without one, the U.S. move is on track to disrupt China’s $500 billion 5G rollout. In the long-run, it could also sideline that country’s goal of dominating 5G globally

Continue reading Huawei Holds the Most 5G Patents, But Still Needs U.S. Tech

To gain global leadership, Chinese president Xi Jinping plans to invest $1.4 trillion dollars by 2025 in key technology areas, including 5G wireless networks, cameras and sensors, and AI for autonomous vehicles, automated factories and mass surveillance among other sectors. Chinese companies such as Alibaba, Huawei Technologies and SenseTime Group will likely benefit, as China reduces its reliance on U.S. companies. The Trump administration is leveraging its relationship with Taiwan as one way to fight back. Continue reading China to Invest $1.4 Trillion in Domestic Technology by 2025

The Trump administration intensified its battle with Huawei Technologies by issuing a new rule that bans Huawei and its global suppliers from using U.S.-made machinery and software to design or produce chips. Companies can apply for an exception to the measure, but the Trump administration stated these requests will likely be denied. Semiconductor Industry Association president and CEO John Neuffer said his group is worried that the rules would “create uncertainty and disruption for the global semiconductor supply chain.” Continue reading New Trade Rule Further Restricts Huawei Access to U.S. Tech

Ampere introduced the industry’s first-ever 80-core ARM-based 64-bit server processor — the Ampere Altra processor — for use in cloud and edge computing data centers. The move puts the company in direct competition with Intel and Advanced Micro Devices. Intel currently has 95.5 percent of the server chip market, with AMD taking the rest. The Ampere Altra, which runs on 210 watts, is aimed at artificial intelligence, cloud-native applications, data analytics, database, edge computing, storage, telco stacks and web hosting. Continue reading Ampere Debuts High-Performance 80-Core ARM-Based Chip

Starting in Q4 2019, chipmakers — including Intel and Taiwan Semiconductor Manufacturing — began enjoying an upswing in demand that led to better sales and earnings. Data centers and personal computers appear to be fueling the increased demand. Intel, for example, reported that “adjusted earnings per share in [that] quarter rose to $1.52 from $1.28 in the year-prior period.” FactSet analysts predicted only $1.25 per share on an adjusted basis and $19.23 billion in sales. In fact, sales rose 8 percent to $20.21 billion. Continue reading Intel Earnings Rise with Increased Data Center, PC Demand

Chip manufacturer GlobalFoundries requested the U.S. International Trade Commission impose an import ban on Taiwan Semiconductor Manufacturing Company (TSMC), part of a multi-front attack. An import ban would impact iPhones, Lenovo laptops and other electronic devices. The company has also filed 25 complaints in courts in the U.S. and Germany, alleging that TSMC violated 12+ patents for chips and chipmaking methods. Apple, Google, Qualcomm, Cisco Systems, Nvidia, Broadcom, Xilinx, Lenovo and Motorola are also named in the suit. Continue reading GlobalFoundries Claims Taiwan Chip Giant Violated Patents

Los Altos, CA-based startup Cerebras, dedicated to advancing deep learning, has created a computer chip almost nine inches (22 centimeters) on each side — huge by the standards of today’s chips, which are typically the size of postage stamps or smaller. The company plans to offer this chip to tech companies to help them improve artificial intelligence at a faster clip. The Cerebras Wafer-Scale Engine (WSE), which took three years to develop, has impressive stats: 1.2 trillion transistors, 46,225 square millimeters, 18 gigabytes of on-chip memory and 400,000 processing cores. Continue reading Cerebras Builds Enormous Chip to Advance Deep Learning

Neuroscientist and Intel’s chief technology officer of AI Amir Khosrowshahi revealed that he is remaining at Intel with a team of researchers building an innovative integrated circuit (IC). The IC under development will feature transistors that will, hope the researchers, function at voltages as low as 100 millivolts, a step towards matching voltage of communication in the brain. The existence of such an IC would unleash power-hungry AI applications targeting climate change, waste management and other global problems. Continue reading Intel Team Focuses on Low Voltage Transistor to Power AI

In a surprise announcement, Amazon revealed that it is making its own chips, dubbed Graviton, for its cloud computing division. Similarly, Google also recently stated its plans to create chips for artificial intelligence algorithms in its data center. Amazon’s chips are likewise targeting its data centers, where the company hopes to better integrate software and hardware, resulting in less expensive services for customers. Typically, companies like Amazon and Google would use AMD or Intel’s off-the-shelf chips. Continue reading Amazon Unveils Graviton, Its Own ARM Chips for Data Centers

Silicon Valley-based Ampere introduced two versions of its first ARM-based 64-bit server processor featuring its Ampere eMAG processors for data centers. Currently, Intel dominates this arena with 99 percent of the market using its x86-based processors. According to Ampere chief executive Renee James, a former Intel president, customers can order the chip — which is aimed at hyperscale cloud and edge computing, using ARMv8-A cores — from the company website. The Carlyle Group backs Ampere, which has 400 employees. Continue reading Ampere Takes On Intel With its ARM-Based Server Processor

Huawei, in partnership with Taiwan Semiconductor Manufacturing Company (TSMC), debuted the Kirin 980, the first mobile chip fabricated on a 7nm process. The Kirin 980 features 6.9 billion onboard transistors, about 1.6 times the number on the Kirin 970, while shrinking the die size down from 10nm. The result offers a 40 percent reduction in power consumption, and a 20 percent improvement in several processing metrics. That feat took 1,000 senior engineers three years and more than 5,000 prototypes to achieve success. Continue reading Huawei Kirin 980: First 7nm Mobile Chip Amps Up Processing

Building a new chip manufacturing plant is expensive, usually costing between $10 billion and $15 billion. GlobalFoundries has now opted out of building a cutting edge fabrication plant for 7-nanometer chips, indicating it plans to focus its attention on older 12-nanometer and 14-nanometer factories, which would require less investment. Advanced Micro Devices (AMD) said it would switch from GlobalFoundries to Taiwan Semiconductor (TSMC) for its latest chips. With the GlobalFoundries move, only TSMC, Intel and Samsung are left to build the new 7-nanometer factories. Continue reading GlobalFoundries Will Not Build Factory for 7-Nanometer Chips