$AMD $AMZN #semiconductors #semiconductor

Memory chip giant Samsung Electronics is introducing a 1-Friday per month off policy to help workers find work-life balance, media report, noting production line workers are excluded from the policy due to their rotating shifts. #Samsung #semiconductor

A second TSMC fab in Kumamoto, Japan faces hurdles due to a land shortage, Nikkei reports, as towns in the important farming region rush to set aside what land they can for new factories. $TSM #semiconductors

TSMC Doubles Down on Semiconductor Packaging! #3DSiliconStacking #3DFabricPlatform #Chiplet #Dr.JunHe #Soic #Tsmc #TsmcCowos #TsmcInfo

"CPU AI leadership" "Broadest AI-powered PC portfolio" April's Fools?

and then I guess, 6th Gen Xeon; Granite Rapids will be shortly after. So I will be in a much, much better position in terms of real strong leadership across the breadth of the portfolio.

Sandra Rivera: But in terms of where I'll be sitting a year from now, I will have delivered 5th Gen Xeon at the end of this year on time, on spec. And then I will also have delivered Sierra Forest, our efficiency core product;

After PowerVia (BSPD), Intel is working on backside contacts (BSC). -Intel, 2014: While other people are working on perfecting their FinFET devices, we're gonna be moving on to looking at what comes next. -Intel, 2023: While other people are working on perfecting their BSPD…

lmao i am like struggling to write up this bspdn ting and I'm like why is it taking so long. its like 7000 words, that's why. ugh

sorry* 100million +

god the cost to entry is so freaking high. That's like a 10s of millions of dollars cluster lmao

@dylan522p i mean whatever besi im okay w/ - but like please please please love of god fucking go public but yes dylan i completely get it now

Chip IP developer eMemory became the 2nd highest priced share in Taiwan Tuesday after it closed +7.5% to NT$2,365, overtaking stalwart Largan at NT$2,230, but still behind chip designer Aspeed Technology at NT$2,720, media report.

Six TSMC vice presidents, including CFO Wendell Huang, J.K. Lin, Cliff Hou, net bought over 77,000 shares of TSMC stock in May, media report, noting the average stock price in May was NT$523.92/share, valuing the deal over NT$40 million (US$1.3 mln). $TSM

@_fabknowledge_ You finally get me!

god im like begging for ev group to be public

Wow so they are talking about wafer bonding - and hopefully a new way to scale the business so everyone everywhere is starting to bond wafers together saying that there's a way to have more advanced scaling - yeah let's see!

Technology investor Cathie Wood’s ARK fund reportedly bought US$10 million worth of TSMC shares Monday, the first ever TSMC purchase by the fund, Taiwan media report. $TSM

Work on TSMC’s new factory campus in Kaohsiung, Taiwan (south) is up and running, media report, as a city councilor hiked a nearby mountain to provide photographic proof - and urge fellow councilors to speed up road building, other infrastructure. $TSM

VERTICAL STACKING SUCKS slide #4 to explain this this is pretty cool presentation

3/3 Media noted disappointment from Wall Street that AMD’s announcement did not include any major customers. AMD shares fell 3.6% Wednesday. $AMD

In hindsight - kind of obvious, we linearly scaled cost and that screwed over the economics of the industry This btw is pretty much a comment on semicap unsustainability for memory - wooooooo spicy. Sadly going forward we still don't have an answer other than layers

Just adding layers is one of the worst things you can do more bit growth, at worst cost. LMAO this is a great cost graph architecture, lateral, and other ways to scale have to be the future. "don't keep adding layers, you'll keep adding bits but wont reduce cost"

The new chips are made on a 5nm FinFet process and packaged via 3D chiplet stacking, AMD said. $AMD $TSM

we scaled bits more than cost reduction - and that is the problem!

Production of AMD’s new artificial intelligence chip meant to challenge market leader Nvidia will ramp up in the 4th quarter, with sample chips ready for customers in the 3rd quarter, media report. 1/3 $AMD $NVDA $TSM

the industry is literally taking money, giving it to the capital equipment guys, and doing it again lmao

when we scale - you can't just make more bits, you have to reduce cost as well. If you sell more bits than the market will puke it out You cannot reduce cost without producing more bits.

Price drop is important, but if they don't have cost reduction they will lose money. Cost reductions are *demanded* from memory because of the price elasticity

This is a really cool graph i've never seen before. There is a relationship - drop the price - people will consume more. They have a good understanding of that

I mean its good to take a step back and appreciate this. Data will get bigger, this is an inevitability

despite all of that - data is one of the *most* secular parts of the entire world. You don't see 30% CAGR in anything, and yet here memory is.

"its hard for the industry to know anything, and you have to understand the economics to appreciate this business"

"we have not had a drop like this in the memory market since 1998, and even then it might be faster. the optimist in me says its going to come back even better"

U-curve of increased fabrication cost of semiconductors expressed differently

Whew

Nope, it is 5.6, AMD is just doing a weird calc with 0.91 multiplied by actual lol

MI300X. Hmm they when 4 more layers HBM so only 5.2TB/s vs 5.67 of MI300A But they upped not 24GB stacks. They are running the Falcon-40B parameter model on a single GPU. Batch size 1. Also ran 176B OPT and LLAMA 65B.

"Most excited about using MI300 to run Large Language Models in the datacenter thanks to AMD bandwidth advantage."

"We want everyone to be able to run their models on AMD hardware" - CEO HuggingFace @ClementDelangue "Over 5,000 models in the last week." "Want all to be able to optimize on AMD from Instinct to Epyc to Radeon to Ryzen to Embedded" @huggingface "Best combo of hardware software*

AMD x Meta x Pytorch Collaboration "We have a single dominating vendor, there's a lot of software work to get the software move over, one the things we've done is make it so you don't have to do so much work" - @soumithchintala Reminder from 6 months ago

OpenAI Declares Its Hardware Independence (Sort Of) With Stargate Project

Analog Devices Appoints Andrea F. Wainer to its Board of Directors

Element Six Unveils Copper Diamond Composite to Power Advanced Semiconductor Devices

MangoBoost Welcomes Former Samsung Semiconductor Executive Chanik Park as Chief Commercial Officer

Edgewater Wireless Welcomes Nick Kepler of Silicon Catalyst as Board Observer

Auradine Welcomes Semiconductor and Technology Industry Visionary Lip-Bu Tan to its Board of Directors

Wolfspeed launches Gen 4 MOSFET technology platform

New Class Of Memory: Managed-Retention Memory or MRM (Microsoft Research)

2025 Outlook with Dr Axel Y. Poschmann of PQShield

UK’s North East advanced material electronics sector to contribute over 7000 jobs and nearly £900m gross value-added in next five years

First Solar endows Missouri S&T professorship in Critical Energy Materials

Element Six unveils copper diamond composite to power advanced semiconductor devices

SemiQ launches QSiC 1700V series of high-reliability, low-loss SiC MOSFETs

Livelocks And Deadlocks In NoCs

Auradine Welcomes Semiconductor and Technology Industry Visionary Lip-Bu Tan to its Board of Directors

Automotive OEMs Face Multiple Technology Adoption Challenges

Blog Review: Jan. 22

Toshiba Expands Lineup of Arm® Cortex®-M4 Based Microcontrollers for Motor Control

Coherent Introduces Pin-Hole Array Biochips for Medical Diagnostics

Wolfspeed Launches New Gen 4 MOSFET Technology Platform to Deliver Breakthrough Performance in Real-World Conditions for High-Power Applications

Abracon Unveils Multiple Lines of Innovative MEMs Oscillators to Electronics Market

Element Six Unveils Groundbreaking Copper Diamond Composite to Power Advanced Semiconductor Devices

Blue Cheetah Tapes Out Its High-Performance Chiplet Interconnect IP on Samsung Foundry SF4X

Parallelized Compilation Pipeline Optimized for Chiplet-Based Quantum Computers

Boosting AI Model Size and Training Speed with Lightwave-Connected Chips

ASU Selected as Home and Partner for CHIPS and Science Act-Funded National Lab for Semiconductor Advanced Packaging

Cadence to Acquire Secure-IC

IEEE Electronic Components and Technology Conference Announces Best & Outstanding Papers from ECTC 2024

Advanced Semiconductor Packaging Market to Generate US$ 40.3 Billion in Revenue by 2031

HLRS Takes First Steps To Exascale

Cadence to Acquire Secure-IC, a Leader in Embedded Security IP

2025 Outlook with Larry Zu of Sarcina Technology

EPC launches 3-phase BLDC motor drive inverter reference design

Lynred launches Eyesential SW shortwave IR sensor for machine vision

2025 Outlook with Dr. Chouki Aktouf of Defacto

Secure-IC’s worldwide leading safe & secure automotive solutions achieve a new breakthrough: Securyzr™ S700 neo series reach asil-d grade

Thorlabs acquires strategic partner Praevium Research

Understanding Multi Chip Module (MCM)

Teledyne Unveils Innovative Protocol Analyzer and Exerciser for Latest PCI Express®, NVMe and CXL® Test

Understanding Heterogeneous Integration (HI)

Semtech's HL7900 5G LPWA Module Certified by Leading U.S. Carriers

UMC Reports Fourth Quarter 2024 Results

Blue Cheetah Tapes Out Its High-Performance Chiplet Interconnect IP on Samsung Foundry SF4X

Credo to Exhibit at Chiplet Summit 2025

Global IC Fabs And Facilities Report: 2024

Ruth Hernandez Appointed as Chief Sales Officer at Soitec

Development of a High-Performance AI Device Utilizing Ion-Controlled Spin Wave Interference in Magnetic Materials

EDACafe Industry Predictions for 2025 – Point2 Technology

Micross Acquires Integra Technologies

3D Integration And Test Results From TSV-Processed Chips (CERN et al.)