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| Chip design software maker Cadence revenue skyrockets with AI demand |
2/24/2025 |
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The San Jose, California-based company generated Q4 2024 revenue of $1.36 billion, up 27% over the previous year, as progress in artificial intelligence fuels growth and demand for innovative semiconductor products and services. Net income increased 5% to $340.2 million over the same period.
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| Elon Musk Reveals Grok 3 AI Chatbot |
2/19/2025 |
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The model was trained on 200,000 GPUs and beats its rivals in math, science, and coding benchmarks, Musk says. It appears to coincide with a price hike on X Premium+ accounts.
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| Micron plans 12-layer HBM3E production for Nvidia |
2/19/2025 |
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According to reports from Seoul Economic Daily and Business Korea, Micron is making significant progress with its 12-layer HBM3E technology. Following sample distribution to customers in 2024, Micron's CFO Mark Murphy highlighted at a Wolfe Research event that their 12-layer HBM3E products achieve 20% less power consumption while delivering 50% more capacity compared to competitors' 8-layer versions.
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| Nvidia in talks to commercialize memory standard |
2/19/2025 |
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Nvidia is said to be in confidential discussions with Samsung Electronics and SK Hynix to commercialize SOCAMM, a new memory standard being called the "second high-bandwidth memory." SOCAMM, a DRAM module, enhances performance for personal AI supercomputers with superior cost performance and a compact design.
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| Intel's strategy shifts aimed at turning company arond |
2/18/2025 |
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“Intel’s new co-CEOs hosted their first conference call with commentary balanced and realistic, highlighting the meaningful challenges ahead at Intel and the view that there are no quick fixes, unfortunately,”
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| SK Hynix's North American revenue more than double in 2024 |
2/17/2025 |
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Semiconductor companies saw the largest revenue growth. SK Hynix's cumulative North American revenue from the first three quarters of 2023 totaled KRW9.7 trillion and more than doubled in the first three quarters of 2024, reaching KRW27.3 trillion.
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| Arm reportedly plans to become a chip manufacturer |
2/17/2025 |
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Arm’s CPU architecture is simpler, customizable and energy efficient, enabling it to garner a 99% market share in mobile devices because it’s better for battery-powered gadgets. In contrast, x86 is meant for higher-performance computing.
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