HPC Guru (Twitter)
RT @dnystedt: Nvidia could face a fine of US$1.03 billion – 10% of China sales in 2024 – in Beijing’s antitrust probe, SCMP reports, noting regulators are using the antimonopoly law to investigate Nvidia over its 2019 acquisition of Mellanox, for which China granted approval on the condition Nvidia agreed to supply its GPUs etc. to the China market on “fair, reasonable, and non-discriminatory principles.” But Nvidia has restricted such exports due to US regulations. $NVDA $TSM #semiconductors #semiconductor https://www.scmp.com/tech/big-tech/article/3290190/nvidia-faces-us1-billion-fine-if-china-probe-finds-violation-antitrust-laws-experts-say?module=top_story&pgtype=section
RT @dnystedt: Nvidia could face a fine of US$1.03 billion – 10% of China sales in 2024 – in Beijing’s antitrust probe, SCMP reports, noting regulators are using the antimonopoly law to investigate Nvidia over its 2019 acquisition of Mellanox, for which China granted approval on the condition Nvidia agreed to supply its GPUs etc. to the China market on “fair, reasonable, and non-discriminatory principles.” But Nvidia has restricted such exports due to US regulations. $NVDA $TSM #semiconductors #semiconductor https://www.scmp.com/tech/big-tech/article/3290190/nvidia-faces-us1-billion-fine-if-china-probe-finds-violation-antitrust-laws-experts-say?module=top_story&pgtype=section
HPC Guru (Twitter)
RT @dnystedt: Intel News Roundup of media reports:
-Intel Foundry is going to be a subsidiary. “Does it ever fully separate? That’s an open question for another day,” said co-CEO David Zinsner
-co-CEO MJ Holthaus named CEO of Intel products, and promised to invest more to make offerings more competitive in the long run.
-Intel Products will seek the right manufacturing partner by product. "At times picking TSMC is right, and at other times it makes sense to use Intel Foundry,” Holthaus said.
-"We've had some issues in the data center side," she said. "2025 is a year of stabilization and regaining our market share," said Holthaus. "...Up to now, AMD has been doing a better job than us.”
-Intel plans to provide a more generic graphics chip, as the Gaudi AI accelerator is difficult to use, Holthaus said.
-Intel will focus on concrete achievements and give up on “meaningless” long-term total deal value predictions on its chip foundry effort, Zinsner said. $INTC $TSM $AMD #semiconductors #semiconductor
https://www.bnnbloomberg.ca/business/company-news/2024/12/12/intel-says-its-an-open-question-whether-to-break-up-company/
RT @dnystedt: Intel News Roundup of media reports:
-Intel Foundry is going to be a subsidiary. “Does it ever fully separate? That’s an open question for another day,” said co-CEO David Zinsner
-co-CEO MJ Holthaus named CEO of Intel products, and promised to invest more to make offerings more competitive in the long run.
-Intel Products will seek the right manufacturing partner by product. "At times picking TSMC is right, and at other times it makes sense to use Intel Foundry,” Holthaus said.
-"We've had some issues in the data center side," she said. "2025 is a year of stabilization and regaining our market share," said Holthaus. "...Up to now, AMD has been doing a better job than us.”
-Intel plans to provide a more generic graphics chip, as the Gaudi AI accelerator is difficult to use, Holthaus said.
-Intel will focus on concrete achievements and give up on “meaningless” long-term total deal value predictions on its chip foundry effort, Zinsner said. $INTC $TSM $AMD #semiconductors #semiconductor
https://www.bnnbloomberg.ca/business/company-news/2024/12/12/intel-says-its-an-open-question-whether-to-break-up-company/
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HPC Guru (Twitter)
The Top 10 #Semiconductor Stories of 2024
Trillion-transistor GPUs, steel-slicing laser chips, particle accelerators, and more
#10 seems interesting: Expect a Wave of #Waferscale Computers
https://spectrum.ieee.org/top-semiconductor-stories-2024
#HPC via @IEEESpectrum
The Top 10 #Semiconductor Stories of 2024
Trillion-transistor GPUs, steel-slicing laser chips, particle accelerators, and more
#10 seems interesting: Expect a Wave of #Waferscale Computers
https://spectrum.ieee.org/top-semiconductor-stories-2024
#HPC via @IEEESpectrum
HPC Guru (Twitter)
RT @dnystedt: Taiwan has dropped restrictions on TSMC building a 2nm fab in the USA, media report, citing Minister of Economic Affairs Jyh-Huei Kuo, who said, “times have changed” and a 2nm investment in the US is now up to TSMC. But he warned that since a 2nm fab costs US$30 billion, TSMC will likely be very cautious as it must find a way to run such a fab profitably in order to stay in business. $TSM $AAPL $NVDA #semiconductors #semiconductor #Taiwan https://money.udn.com/money/story/7307/8482566
RT @dnystedt: Taiwan has dropped restrictions on TSMC building a 2nm fab in the USA, media report, citing Minister of Economic Affairs Jyh-Huei Kuo, who said, “times have changed” and a 2nm investment in the US is now up to TSMC. But he warned that since a 2nm fab costs US$30 billion, TSMC will likely be very cautious as it must find a way to run such a fab profitably in order to stay in business. $TSM $AAPL $NVDA #semiconductors #semiconductor #Taiwan https://money.udn.com/money/story/7307/8482566
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Taiwan has dropped restrictions on TSMC building a 2nm fab in the USA, media report, citing Minister of Economic Affairs Jyh-Huei Kuo, who said, “times have changed” and a 2nm investment in the US is now up to TSMC. But he warned that since a 2nm fab costs…
HPC Guru (Twitter)
RT @dnystedt: TSMC Arizona began producing 4nm chips in recent weeks, US Commerce Secretary Raimondo told Reuters in an interview. "For the first time ever...we are making leading edge 4-nanometer chips on American soil, American workers -- on par in yield and quality with Taiwan," Raimondo said. 1/2 $TSM $INTC $SSNLF #semiconductors #semiconductor https://www.reuters.com/technology/tsmc-begins-producing-4-nanometer-chips-arizona-raimondo-says-2025-01-10/
RT @dnystedt: TSMC Arizona began producing 4nm chips in recent weeks, US Commerce Secretary Raimondo told Reuters in an interview. "For the first time ever...we are making leading edge 4-nanometer chips on American soil, American workers -- on par in yield and quality with Taiwan," Raimondo said. 1/2 $TSM $INTC $SSNLF #semiconductors #semiconductor https://www.reuters.com/technology/tsmc-begins-producing-4-nanometer-chips-arizona-raimondo-says-2025-01-10/
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Dan Nystedt (@dnystedt) on X
TSMC Arizona began producing 4nm chips in recent weeks, US Commerce Secretary Raimondo told Reuters in an interview. "For the first time ever…we are making leading edge 4-nanometer chips on American soil, American workers -- on par in yield and quality with…
HPC Guru (Twitter)
RT @dnystedt: Nvidia plans to unveil optical switches for co-packaged optics (CPO) at its GTC conference in March, as part of measures to reduce power consumption and heat in AI servers, media report, with mass production of the Switch ASIC chip set for August at TSMC. The Nvidia switch is said able to do 115.2T signal transmission. TSMC’s COUPE optical engine does 1.6T (Terabits per second) data transmission now, but media say it has already tested 3.2T products. To meet Nvidia’s switch speed, TSMC would need to integrate 36 couplings in a CPO. The report cites unnamed supply chain sources for the information. Nvidia’s CEO is set to meet TSMC’s CEO today in Taiwan to discuss the technology. (NOTE: Very difficult for me to translate and to understand this article. I am no expert on silicon photonics.) $TSM $NVDA #semiconductor #semiconductor
https://www.ctee.com.tw/news/20250116700463-430201
RT @dnystedt: Nvidia plans to unveil optical switches for co-packaged optics (CPO) at its GTC conference in March, as part of measures to reduce power consumption and heat in AI servers, media report, with mass production of the Switch ASIC chip set for August at TSMC. The Nvidia switch is said able to do 115.2T signal transmission. TSMC’s COUPE optical engine does 1.6T (Terabits per second) data transmission now, but media say it has already tested 3.2T products. To meet Nvidia’s switch speed, TSMC would need to integrate 36 couplings in a CPO. The report cites unnamed supply chain sources for the information. Nvidia’s CEO is set to meet TSMC’s CEO today in Taiwan to discuss the technology. (NOTE: Very difficult for me to translate and to understand this article. I am no expert on silicon photonics.) $TSM $NVDA #semiconductor #semiconductor
https://www.ctee.com.tw/news/20250116700463-430201
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Dan Nystedt (@dnystedt) on X
Nvidia plans to unveil optical switches for co-packaged optics (CPO) at its GTC conference in March, as part of measures to reduce power consumption and heat in AI servers, media report, with mass production of the Switch ASIC chip set for August at TSMC.…
HPC Guru (Twitter)
RT @dnystedt: It will take TSMC several days after the 6.4-magnitude Taiwan earthquake to inspect equipment and resume production at its most advanced fabs in the area, media report, noting TSMC said all buildings are confirmed safe, and water, electricity, safety systems are all normal. Rival UMC said the work disruption will shave up to 1% off 1st quarter revenue, but insurance will cover some of that cost. 1/3 $TSM $UMC #semiconductors #semiconductor https://money.udn.com/money/story/5612/8506078?from=edn_subcatelist_cate
RT @dnystedt: It will take TSMC several days after the 6.4-magnitude Taiwan earthquake to inspect equipment and resume production at its most advanced fabs in the area, media report, noting TSMC said all buildings are confirmed safe, and water, electricity, safety systems are all normal. Rival UMC said the work disruption will shave up to 1% off 1st quarter revenue, but insurance will cover some of that cost. 1/3 $TSM $UMC #semiconductors #semiconductor https://money.udn.com/money/story/5612/8506078?from=edn_subcatelist_cate
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RT @dnystedt: SK Hynix, the leader in AI memory chips, reported 4th quarter earnings hit a record high on brisk demand for HBM (high bandwidth memory) chips, media report, as net income hit ₩8 trillion won (US$5.6 billion), beating the ₩5.99 trillion expected, media report, with operating profit at ₩8.08 trillion, vs the ₩7.99 trillion forecast. Sales rose 74.8% year-on-year to ₩19.76 trillion. $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors #semiconductor https://www.koreatimes.co.kr/www/tech/2025/01/419_390968.html
RT @dnystedt: SK Hynix, the leader in AI memory chips, reported 4th quarter earnings hit a record high on brisk demand for HBM (high bandwidth memory) chips, media report, as net income hit ₩8 trillion won (US$5.6 billion), beating the ₩5.99 trillion expected, media report, with operating profit at ₩8.08 trillion, vs the ₩7.99 trillion forecast. Sales rose 74.8% year-on-year to ₩19.76 trillion. $HXSCL $SSNLF $MU #SKhynix #Samsung #semiconductors #semiconductor https://www.koreatimes.co.kr/www/tech/2025/01/419_390968.html
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RT @dnystedt: OpenAI will send its first in-house AI chip to TSMC within the next few months to tweak and finalize the design for 3nm mass production in 2026 (tape-out), Reuters reports. OpenAI’s chip design team is working with Broadcom, and is led by Richard Ho, who formerly helped lead Google’s custom AI chip program. 1/2 $AVGO $TSM $NVDA #semiconductors #semiconductor https://www.reuters.com/technology/openai-set-finalize-first-custom-chip-design-this-year-2025-02-10/
RT @dnystedt: OpenAI will send its first in-house AI chip to TSMC within the next few months to tweak and finalize the design for 3nm mass production in 2026 (tape-out), Reuters reports. OpenAI’s chip design team is working with Broadcom, and is led by Richard Ho, who formerly helped lead Google’s custom AI chip program. 1/2 $AVGO $TSM $NVDA #semiconductors #semiconductor https://www.reuters.com/technology/openai-set-finalize-first-custom-chip-design-this-year-2025-02-10/
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RT @dnystedt: TSMC announced a record high NT$140.60 billion (US$4.3 billion) employee bonus for 2024 – NT$2 million ($60,900) per worker on average – and beating the NT$121.40 billion ($3.7 billion) paid out in 2022, media report. $TSM #semiconductors #semiconductor https://www.cna.com.tw/news/afe/202502120167.aspx
RT @dnystedt: TSMC announced a record high NT$140.60 billion (US$4.3 billion) employee bonus for 2024 – NT$2 million ($60,900) per worker on average – and beating the NT$121.40 billion ($3.7 billion) paid out in 2022, media report. $TSM #semiconductors #semiconductor https://www.cna.com.tw/news/afe/202502120167.aspx
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RT @dnystedt: Arm has won Meta as a customer for its first ever data center server chip (CPU), the FT reports, noting Arm will unveil the chip early this summer. The chip marks a departure from Arms business model of licensing technology enabling customers like Apple and Nvidia to build chips, and will turn some clients into rivals. Production will be outsourced to foundries like Intel, Samsung, TSMC. 1/2 $ARM $META $NVDA $AAPL $QCOM #semiconductors #semiconductor https://www.ft.com/content/95367b2b-2aa7-4a06-bdd3-0463c9bad008
RT @dnystedt: Arm has won Meta as a customer for its first ever data center server chip (CPU), the FT reports, noting Arm will unveil the chip early this summer. The chip marks a departure from Arms business model of licensing technology enabling customers like Apple and Nvidia to build chips, and will turn some clients into rivals. Production will be outsourced to foundries like Intel, Samsung, TSMC. 1/2 $ARM $META $NVDA $AAPL $QCOM #semiconductors #semiconductor https://www.ft.com/content/95367b2b-2aa7-4a06-bdd3-0463c9bad008
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Dan Nystedt (@dnystedt) on X
Arm has won Meta as a customer for its first ever data center server chip (CPU), the FT reports, noting Arm will unveil the chip early this summer. The chip marks a departure from Arms business model of licensing technology enabling customers like Apple and…
HPC Guru (Twitter)
RT @dnystedt: Micron is set to begin mass production of the latest HBM (high bandwidth memory) chips, HBM3e-12Hi, media report, which stack 12-DRAM chips one atop another (12Hi) in a small package. They are often called AI memory chips due to their use with Nvidia chips. 1/2 $MU $NVDA $HXSCL $SSNLF #SKhynix #Samsung #semiconductors #semiconductor https://www.businesskorea.co.kr/news/articleView.html?idxno=235499
RT @dnystedt: Micron is set to begin mass production of the latest HBM (high bandwidth memory) chips, HBM3e-12Hi, media report, which stack 12-DRAM chips one atop another (12Hi) in a small package. They are often called AI memory chips due to their use with Nvidia chips. 1/2 $MU $NVDA $HXSCL $SSNLF #SKhynix #Samsung #semiconductors #semiconductor https://www.businesskorea.co.kr/news/articleView.html?idxno=235499
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RT @dnystedt: Samsung’s chip boss visited Nvidia last week to deliver a sample of its latest DRAM made using 1b production technology, and used in HBM (high bandwidth memory chips), The Elec reports, noting the personal delivery by a Samsung Vice Chairman shows how hard it is working to win Nvidia orders for HBM3e chips. Samsung planned to use 1b to manufacture HBM last year but ran into yield and overheating issues. $NVDA $SSNLF $HXSCL $MU #semiconductors #semiconductor #HBM https://www.thelec.net/news/articleView.html?idxno=5150
RT @dnystedt: Samsung’s chip boss visited Nvidia last week to deliver a sample of its latest DRAM made using 1b production technology, and used in HBM (high bandwidth memory chips), The Elec reports, noting the personal delivery by a Samsung Vice Chairman shows how hard it is working to win Nvidia orders for HBM3e chips. Samsung planned to use 1b to manufacture HBM last year but ran into yield and overheating issues. $NVDA $SSNLF $HXSCL $MU #semiconductors #semiconductor #HBM https://www.thelec.net/news/articleView.html?idxno=5150
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Dan Nystedt (@dnystedt) on X
Samsung’s chip boss visited Nvidia last week to deliver a sample of its latest DRAM made using 1b production technology, and used in HBM (high bandwidth memory chips), The Elec reports, noting the personal delivery by a Samsung Vice Chairman shows how hard…
HPCwire (Twitter)
#Intel announced that its board of directors has appointed Lip-Bu Tan, a #technology veteran with deep #semiconductor industry experience, as chief executive officer, effective March 18. ow.ly/jm2K50Vkhgf
#Intel announced that its board of directors has appointed Lip-Bu Tan, a #technology veteran with deep #semiconductor industry experience, as chief executive officer, effective March 18. ow.ly/jm2K50Vkhgf
HPC Guru (Twitter)
RT @dnystedt: SK Hynix and Samsung Electronics both expected to adopt hybrid bonding as the advanced semiconductor packaging process for next-generation HBM (high bandwidth memory) chips, media report, with Samsung expected to start using it early next year with HBM4, while SK Hynix is likely to wait until HBM4e, the upgraded, or Enhanced version of HBM4. 1/2 $HXSCL $SSNLF #semiconductors #semiconductor https://www.chosun.com/english/industry-en/2025/05/07/JJ7NABPUBBCUVLYA4G52HBKNZE/
RT @dnystedt: SK Hynix and Samsung Electronics both expected to adopt hybrid bonding as the advanced semiconductor packaging process for next-generation HBM (high bandwidth memory) chips, media report, with Samsung expected to start using it early next year with HBM4, while SK Hynix is likely to wait until HBM4e, the upgraded, or Enhanced version of HBM4. 1/2 $HXSCL $SSNLF #semiconductors #semiconductor https://www.chosun.com/english/industry-en/2025/05/07/JJ7NABPUBBCUVLYA4G52HBKNZE/
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RT @dnystedt: TSMC’s April revenue smashed its all-time monthly high, rising 48.1% year-on-year to NT$349.57 billion (US$10.76 billion), and up 22.2% versus March.
The previous monthly high was Oct. 2024's NT$314.24 billion.
1/2 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
https://pr.tsmc.com/english/news/3231
RT @dnystedt: TSMC’s April revenue smashed its all-time monthly high, rising 48.1% year-on-year to NT$349.57 billion (US$10.76 billion), and up 22.2% versus March.
The previous monthly high was Oct. 2024's NT$314.24 billion.
1/2 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor
https://pr.tsmc.com/english/news/3231
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RT @dnystedt: Rumor: The world's two biggest DRAM makers are raising prices, with Samsung seeking a 20% hike and SK Hynix a 12% increase, media report. DRAM prices have been on the rise lately, with DDR4 DRAM prices up by a double-digit percentage, while newer DDR5 prices are up a single-digit percent. Media note several reasons for DRAM strength, including production cuts, inventory building ahead of expected tariffs, and the start of the traditional restocking season. $MU $SSNLF $HXSCL #semiconductors #semiconductor #DRAM https://money.udn.com/money/story/11162/8735178
RT @dnystedt: Rumor: The world's two biggest DRAM makers are raising prices, with Samsung seeking a 20% hike and SK Hynix a 12% increase, media report. DRAM prices have been on the rise lately, with DDR4 DRAM prices up by a double-digit percentage, while newer DDR5 prices are up a single-digit percent. Media note several reasons for DRAM strength, including production cuts, inventory building ahead of expected tariffs, and the start of the traditional restocking season. $MU $SSNLF $HXSCL #semiconductors #semiconductor #DRAM https://money.udn.com/money/story/11162/8735178
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RT @dnystedt: TSMC will expand 3nm capacity over 60% this year to meet strong demand for AI and high-performance computing chips, media report, citing VP T.S. Chang speaking at the TSMC Technology Symposium (Taiwan). The report says Apple, Qualcomm, Nvidia and AMD are taking up most of the new capacity. $TSM $NVDA $AMD $AAPL $QCOM #semiconductor #semiconductors https://www.chinatimes.com/newspapers/20250516000188-260202?chdtv
RT @dnystedt: TSMC will expand 3nm capacity over 60% this year to meet strong demand for AI and high-performance computing chips, media report, citing VP T.S. Chang speaking at the TSMC Technology Symposium (Taiwan). The report says Apple, Qualcomm, Nvidia and AMD are taking up most of the new capacity. $TSM $NVDA $AMD $AAPL $QCOM #semiconductor #semiconductors https://www.chinatimes.com/newspapers/20250516000188-260202?chdtv
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RT @dnystedt: WSTS raised its 2025 global semiconductor market forecast to US$700.9 billion, topping $700 billion for the first time, and up 11.2% over 2024, it said, on continued strength in AI, cloud infrastructure and advanced consumer electronics. 1/2 #semiconductors #semiconductor https://www.wsts.org/76/WSTS-Semiconductor-Market-Forecast-Spring-2025
RT @dnystedt: WSTS raised its 2025 global semiconductor market forecast to US$700.9 billion, topping $700 billion for the first time, and up 11.2% over 2024, it said, on continued strength in AI, cloud infrastructure and advanced consumer electronics. 1/2 #semiconductors #semiconductor https://www.wsts.org/76/WSTS-Semiconductor-Market-Forecast-Spring-2025
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RT @dnystedt: Nvidia’s next-gen Rubin GPU and Vera CPU chips will finish tape-out at TSMC in June and begin trial production, with sample chips in September, earliest, media report, citing unnamed supply chain sources. TSMC will make Rubin on N3P and CoWoS-L advanced packaging. Mass production is scheduled for early 2026. 1/2 $TSM $NVDA #Rubin #semiconductors #semiconductor
RT @dnystedt: Nvidia’s next-gen Rubin GPU and Vera CPU chips will finish tape-out at TSMC in June and begin trial production, with sample chips in September, earliest, media report, citing unnamed supply chain sources. TSMC will make Rubin on N3P and CoWoS-L advanced packaging. Mass production is scheduled for early 2026. 1/2 $TSM $NVDA #Rubin #semiconductors #semiconductor
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