Gelsinger on Intel’s Mojo, its Crowded Roadmap, a Foundry-centric Arm Strategy, and Earning Back Trust

At an Intel pre-launch media event earlier this month in Hillsboro, OR, Gelsinger made a surprise appearance, and his comments were as interesting for what he said about the company going forward as they were about recent Intel history. Which is to say: ….

IBM, Micron, Others Partner with NY State in $10B Project for Sub-2nm Chip Fab

New York state has announced a partnership with IBM, Micron, and other industry players to invest $10 billion into expanding the Albany NanoTech Complex with a new High NA EUV Center that will drive what the organizations said will be the next decade of semiconductor technology innovations.

TSMC November 2023 Revenue Down 7.5% YoY

HSINCHU, Taiwan, R.O.C. – Dec. 8, 2023 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2023: On a consolidated basis, revenue for November 2023 was approximately NT$206.03 billion, a decrease of 15.3 percent from October 2023 and a decrease of 7.5 percent from November 2022. Revenue for January through November […]

HPC News Bytes 20231204: The New Yorker on NVIDIA, the Open Benchmark Council, Intel and TSMC, Digital Twins for Hydropower

Here’s a sprint (5:16) through the latest HPC -AI news, including: NVIDIA’s big feature story in The New Yorker, the Open Benchmark Council’s TOP100 lists, Intel and TSMC’s high-end 3 nanometer fab, digital twins for hydropower at ORNL and PNNL.

TSMC Reports Q3 YoY Earnings Decline of 25%

HSINCHU, Taiwan, R.O.C., Oct. 19, 2023 — TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$546.73 billion, net income of NT$211.00 billion, and diluted earnings per share of NT$8.14 (US$1.29 per ADR unit) for the third quarter ended September 30, 2023. Year-over-year, third quarter revenue decreased 10.8% while net income and diluted EPS […]

DOD Announces $238M CHIPS and Science Act Awards for Microelectronics Hubs

The U.S. Department of Defense today announced the award of $238 million in CHIPS and Science Act funding for eight Microelectronics Commons regional innovation hubs. This is the largest award to date under the act, which was passed in August 2022 and provides roughly $280 billion for research and manufacturing of semiconductors in the United States.

McKinsey on the Future of Compute: The Rise of Domain-Specific Architectures

There’s more to the rise in HPC and AI of domain-specific architectures (DSAs), starting with GPUs, than just the superior throughput they can deliver. Yes, the deceleration of Moore’s Law and Dennard scaling are the primary reasons for the CPU’s decline in dominance. But other factors are playing a strong, enabling role for DSAs. Consulting […]

Improving Product Quality with AI-based Video Analytics: HPE, NVIDIA and Relimetrics Automate Quality Control in European Manufacturing Facility

Manufacturers are using the power of AI and video analytics to enable better quality control and traceability of quality issues, bringing them one step closer to….

AMD Introduces FPGA-Based Adaptive SoC for Semiconductor Emulation and Prototyping

AMD today announced the AMD Versal Premium VP1902 adaptive system-on-chip (SoC), which the company said is the largest1 adaptive SoC. The processor is an emulation-class, chiplet-based device for streamlining the verification of semiconductor designs. Offering 2X2 the capacity over the prior generation, AMD said designers can innovate and validate application-specific integrated circuits (ASICs) and SoC designs […]

DOE’s HPC4EI Awards $3.9M for to 13 Clean Energy Projects; Announces Upcoming RFI Solicitation

WASHINGTON, D.C. –The U.S. Department of Energy (DOE) announced a $3.9 million federal investment for 13 projects that will tap into the DOE national laboratories’ HPC resources to connect with industry partners. These short-term, collaborative projects will address manufacturing challenges and are intended to accelerate development of clean energy technologies. Boeing, Ford Motor and General […]