42 Milliarden Dollar für mehr KI-Power! Broadcom könnte Anthropics Ausbau der Rechenkapazitäten mitfinanzieren. Im Zentrum stehen Googles TPU-Chips und milliardenschwere Verpflichtungen.

42 Milliarden Dollar für mehr KI-Power! Broadcom könnte Anthropics Ausbau der Rechenkapazitäten mitfinanzieren. Im Zentrum stehen Googles TPU-Chips und milliardenschwere Verpflichtungen.
AI model scaling is ending as chip hardware hits fundamental limits. Photonics may be key
Sponsor this news channel. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor
Edge AI chips must balance flexible compute, data movement, and built-in security as models evolve faster than silicon cycles. How can architects design chips that stay adaptable after tapeout?
#EdgeAI #chips #Infineon $IFNNY
chippub.substack.com/p/edge-ai-ch...
Q4 operating margin hit 80.7% and adjusted FCF reached $62.3B, funding a $25B first half capex push. Idaho ID1 ramps mid 2027, New York wafers target 2030, Singapore HBM packaging starts early next year. Supply tightens further through fiscal 2028. #AIHardware #Chips
VIS and NXP just opened their first 300mm fab in Singapore, and first sample lots are already above 99% yield. 🏭 Why does mature node capacity matter this much? 🧵 #Semiconductors #Chips
Chips!
They are so yellow and golden and crispy and salty and soft in the middle yum yum de-li-shus.
And we get a whole one each!
#シルバニアファミリー #シルバニア #SylvanianFamilies #CalicoCritters #Ternurines #ReggieMidnight #ほしぞらレジー #レジーミッドナイト #chips #frenchfries #fries #delicious #potato #food #cafe #lunch
Thank you to The Elec Inc. and Lee Jun for the original reporting. Full story: https://www.thelec.net/news/articleView.html?idxno=14272 #Semiconductors #Chips
Thank you to Tom's Hardware and Jake Roach for the coverage. Full story: https://www.tomshardware.com/tech-industry/asics/this-is-how-ai-should-be-used-openai-head-of-hardware-breaks-down-the-ai-assisted-design-of-its-jalapeno-asic #Chips #AIHardware
VIS and NXP just opened their first 300mm fab in Singapore, and first sample lots are already above 99% yield. 🏭 Why does mature node capacity matter this much? 🧵 #Semiconductors #Chips
The bench: 14 Korean MPE firms (materials, parts, equipment), vetted by SIPC, the Korea Nano Fusion Industry Association and KOTRA. Across the table: Kanematsu, Moriroku, Kanaden, Suzuki Shokai, Keyence, Amkor Technology Japan. #Chips #KoreaJapan
Thank you to The Elec Inc. and JY Han for the original coverage. Full story: https://www.thelec.net/news/articleView.html?idxno=14299 #onsemi #Chips
Google Forecasts Flu Season, Because Why Not
https://uenozooo.com/google-forecasts-flu-season-because-why-not/
Kioxia is joining the EPIC Center in Silicon Valley as an innovation partner, gaining rapid access to advanced R&D equipment and collaborative workflows. #TechNews #Chips
Proxy advisers ISS and Glass Lewis urged Arm shareholders to reject a pay plan that could hand CEO Rene Haas up to $800 million if the chip designer hits $2 trillion.
#Arm #Chips #CorporateGovernance #ExecutivePay #ReneHaas #Semiconductors #Softbank #Tesla
Gonna be redoing this with two new people, but because I can’t choose them myself, I’ll do it as an art raffle!
Rules & deadline in replies!
#art #drawing #GrantPark268 #myart #ArtistOnBluesky #artmoots #moots #artraffle #ocart #ocfanart #poker #pokertable #cards #chips
OpenAI & Synopsys partner on AI for chip design! 🤝 Developing GPT-Synopsys to optimize power, performance & area (PPA) in semiconductors. OpenAI hosts infrastructure, safeguarding customer data. Revenue sharing model. Early collaborations underway. #AI #Chips #Semiconductors
SK hynix counters with a rack-level integration approach, pooling memory and sharing data across entire data center racks to optimize the hierarchy for AI workloads. #DataCenter #Chips