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Major CSPs Boosting Demand for AI Chips, HBM |
6/30/2023 |
Major CSPs including Microsoft, Google, AWS, as well as Chinese enterprises like Baidu and ByteDance, have invested heavily in high-end AI servers to continuously train and optimize their AI models. This reliance on high-end AI servers necessitates the use of high-end AI chips, which in turn will not only drive up demand for high bandwidth memory (HBM) during 2023 to 2024 but is also expected to boost growth in advanced packaging capacity by around 30 to 40% in 2024.
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Keysight to Acquire ESI Group |
6/30/2023 |
The acquisition will expand Keysight's application layer portfolio with simulation capabilities that are critical to accelerate innovation in multiple...
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Samsung sets strategy to complete with TSMC |
6/29/2023 |
Samsung has now given a more detailed road map, saying it will begin mass production of the 2-nm process for mobile applications in 2025, then expand to high-performance computing in 2026 and to automotive in 2027.
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Toshiba offers MCUs with expanded flash memory |
6/28/2023 |
With the newly released products, Toshiba has expanded the maximum code flash memory capacity of the M3H group from the previous 512KB to 1MB and RAM capacity from 66KB to 130KB. Within its M3H group of products, Toshiba now offers four code flash options with combinations of seven different packages.
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Global Cellular IoT Connections to Reach 6bn by 2030 |
6/27/2023 |
Counterpoint expects the market to grow at a compound annual growth rate (CAGR) of 10.8% to reach an installed base of over 6 billion by 2030. China held more than two-thirds of total cellular IoT connections in 2022, followed by Europe and North America.
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Samsung, AMD to develop GPU for automotive use |
6/26/2023 |
Samsung Electronics and Advanced Micro Devices are working together on a graphics processing unit for the Exynos Auto V920 chip. The Samsung Xclipse GPU will go into the auto chip with AMD's RDNA 2 architecture.
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Micron offers its first UFS 4.0-compliant storage devices |
6/23/2023 |
Micron offering a combination of improvements coming from the UFS specification itself, along with including newer, faster NAND within the storage devices. Micron expects its UFS 4 devices to be used by upcoming flagship smartphones, tablets, and ultra-low-power notebooks already this year.
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Cisco Systems launched networking chips for AI supercomputers |
6/22/2023 |
Chips from its SiliconOne series are being tested by five of the six major cloud providers, Cisco said, without naming the firms. Key cloud players include Amazon Web Services, Microsoft Azure and Google Cloud, which together dominate the market for cloud computing, according to Bofa Global Research.
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