Recent #AI chip news in the semiconductor industry

8 months ago

➀ A research firm, SemiAnalysis, revealed that DeepSeek's R1 model cost significantly more than the claimed $5 million.

➁ DeepSeek spent much more to train its R1 model than the touted $5 million, with an estimated total cost of $1.6 billion in capital expenditures and $944 million in running costs.

➂ The announcement of the cost of DeepSeek's R1 model caused significant market disruption, wiping approximately $1 trillion from the stock market and $600 billion from NVIDIA.

AIAI chipGPUNVIDIASEMICONDUCTOR
9 months ago

➀ OpenAI CEO Sam Altman commented on the market hype around the new DeepSeek AI model.

➁ The DeepSeek R1 model, created for $6 million using old NVIDIA GPUs, has raised questions about the billions of dollars invested in AI development.

➂ OpenAI CEO Sam Altman acknowledged the impressive nature of the DeepSeek R1 model and expressed excitement about continuing their research roadmap.

AIAI chipDeepSeekGPUNVIDIAOpenAI
9 months ago

➀ Semidynamics, founded in 2016, transitioned from RISC-V design services to licensing customizable 64-bit RISC-V processor IP in 2019.

➁ UPMEM's selection of Semidynamics' IP for large language models in 2024 led to increased interest from other fabless semiconductor companies.

➂ The company is focusing on providing customized solutions and encouraging early collaboration to address challenges and meet future demands in the AI sector.

AIAI chipRISC-VSEMICONDUCTOR
9 months ago

➀ Nanusens uses patented technology to fabricate chips with nano-mechanisms (NEMS) using CMOS manufacturing, leading to improved performance, reduced size, and lower costs.

➁ The company validated its RF Digitally Tunable Capacitor (DTC) prototype, increasing antenna efficiency and enhancing smartphone capabilities.

➂ Nanusens plans to focus on RF products initially while exploring future developments in AI processors with their NEMS in CMOS technology.

AI chipNanotechnologySEMICONDUCTOR
9 months ago

➀ PQShield contributed to the development of NIST's new PQC standards, marking a significant milestone for post-quantum cryptography implementation.

➁ The company is working on replacing traditional encryption methods like RSA with PQC approaches, focusing on secure transitions amidst evolving threats.

➂ PQShield is collaborating with semiconductor manufacturers and expanding partnerships to develop PQC solutions and meet the growing demand for quantum-safe products.

AIAI chipNISTPQCSecurity
9 months ago
➀ 35ELEMENTS致力于通过开发立方氮化镓半导体材料来帮助实现碳中和;➁ 公司计划在两年内在兼容CMOS的Si(100)衬底上扩大其材料规模,并寻求与代工厂的合作;➂ 35ELEMENTS拥有立方氮化镓材料的独家专利,并计划制造高效的光发射器,如创新型绿色发光二极管。
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
10 months ago
➀ Agileo Automation specializes in software solutions for semiconductor production equipment control and MES system integration; ➁ Marc Engel has 25 years of engineering experience in software development and equipment setup; ➂ The company's A²ECF-SEMI framework helps customers reduce time-to-market; ➃ Agileo Automation focuses on customer experience and service.
AI chipAgile AnalogAutomationEDA StandardsGaNMES SystemsOPC Unified ArchitectureSEMI StandardsSEMICONDUCTORSoftware Solutionsmicrochipsoftware
10 months ago
➀ GEMESYS focuses on AI hardware with an analog chip architecture for energy-efficient neural network processing on edge devices; ➁ The company addresses industry challenges like high energy consumption in AI model training and focuses on data privacy; ➂ GEMESYS targets application areas like consumer electronics, automotive, healthcare, and industrial IoT with its innovative technology.
AI chipAnalog chip architectureData privacyEdge devicesEnergy efficiencyGEMESYSMemristive functionality
10 months ago
➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
10 months ago
➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.
2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware