AMD’s New AI Chips Get Welcome Reception from Enterprise

AMD is coming to market with a new slate of chips optimized for artificial intelligence, including the AMD Instinct MI300 Series data center AI accelerators, ROCm 6 open software stack with new features for large language models, and Ryzen 8040 Series processors with Ryzen AI. The new offerings have received a welcome reception from customers including Microsoft, Oracle, Meta Platforms and Dell, among others that can benefit from building a strong network of suppliers of AI chips. The market is currently dominated by Nvidia, which is challenged to meet existing demand. Continue reading AMD’s New AI Chips Get Welcome Reception from Enterprise

TSMC’s Advanced Chipmaking Plans Leak Before Biden Visit

TSMC has revised plans for its Arizona chip plant, reportedly the result of pressure from customers including Apple, Nvidia and AMD, who urged the Taiwanese company to reconsider its plan to output 5-nanometer processors that will be old news by the time the $12 billion plant opens in 2024. TSMC is expected to announce during a scheduled Tuesday visit by President Biden and Commerce Secretary Gina Raimondo that it will output advanced 4-nanometer chips when production commences and will add a second nearby plant to manufacture even more sophisticated 3-nanometer chips. Continue reading TSMC’s Advanced Chipmaking Plans Leak Before Biden Visit

Substrate Shortage Is Adding to Problem of Producing Chips

The chip shortage has highlighted the role of substrates that connect chips to circuit boards and the companies that make them. Substrate manufacturing offers low profit margins, so investment in this sector has also been low. Now, the lack of substrates has added to the problems of churning out enough chips to serve the global market. Substrates — panels of resin embedded with wiring onto which chips are affixed — connects the die at the heart of a chip to the motherboard, delivering power and data. Continue reading Substrate Shortage Is Adding to Problem of Producing Chips

Chip Shortage Continues to Have an Impact Across Industries

Intel chief executive Pat Gelsinger revealed it may take two years to ramp up chip production, while Advanced Micro Devices chief executive Lisa Su noted that her company is prioritizing high-end chips found in a PlayStation 5 game console or Nvidia GeForce RTX 3080 graphics card over “lower-powered parts.” The auto manufacturing sector has been hit hard by the semiconductor shortage — with some indicating no end in sight. At John Deere, chief technology officer Jahmy Hindman said that he expects “we’re into this for the next 12 to 18 months.”  Continue reading Chip Shortage Continues to Have an Impact Across Industries

Biden Administration to Review Semiconductor Supply Chain

President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain

CES: Keynotes Address 5G, AI, Robotics, Pandemic, Security

CES 2021 was the first-ever all-digital version of the annual confab produced by the Consumer Technology Association (CTA). This year’s show featured nearly 2,000 companies and more than 100 hours of conference programming. Despite its new virtual format, CES offered compelling keynote addresses by top executives from major companies such as AMD, Best Buy, General Motors, Microsoft, Verizon and Walmart who discussed plans for new products, services and business models, in addition to an array of changes underway designed to address a world facing a pandemic. Continue reading CES: Keynotes Address 5G, AI, Robotics, Pandemic, Security

AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips

Advanced Micro Devices (AMD) agreed to pay $35 billion in stock to acquire Xilinx, which will enable it to diversify into chips for 5G wireless communications and automotive electronics. The company, which has some of the strongest sales in its 51-year history, has traditionally been Intel’s rival for computer chips. With Xilnix, AMD could also provide components for data centers and compete with Nvidia in that space. The all-stock deal is still topped by Nvidia’s plan to purchase UK chipmaker Arm for $40 billion. Continue reading AMD Acquires Xilinx: Opens Door for 5G, Data Center Chips

Media and Entertainment Play Pivotal Role at This Year’s CES

It was not that many years ago when CES executive vice president Karen Chupka convened a meeting at the Four Seasons Hotel in Los Angeles with representatives of the Hollywood studios to pitch CES as a place for entertainment. It was a stretch for some people in the room that day to imagine doing meaningful business there. Cut to CES 2019 and entertainment was everywhere. The enabling power of 5G and AI combined with more powerful processors and beautiful new televisions had everyone talking about entertainment and experiences. Continue reading Media and Entertainment Play Pivotal Role at This Year’s CES

CES Returns to Las Vegas This Week with Expanded Exhibits

CES 2019, which calls itself the largest and most influential tech event in the world — “where the entire technology ecosystem gathers to conduct business, launch products, build brands and partner to solve some of today’s most pressing societal challenges” — gets underway today with a full day of conference sessions and media briefings before the millions of square feet of exhibit space opens on Tuesday, January 8. CTA, owner of the show, highlighted a number of key sessions and exhibit marketplaces that visitors to CES may want not want to miss and our team will cover this week. Continue reading CES Returns to Las Vegas This Week with Expanded Exhibits

CES 2019 Keynotes Reflect Priorities of Industry and Leaders

CES 2019 keynotes will reflect the priorities of industry leaders and the Consumer Technology Association (CTA) with corporate presentations by IBM, LG, Verizon, AMD, a keynote policy talk and panel featuring Secretary of Transportation Elaine Choa and president and CEO of the National Safety Council Deborah Hersman, and a mobile and marketing focused keynote panel with AT&T, Adobe, National Geographic and Magic Leap. Topics range from artificial intelligence, display technology, smart products, telecom and transmission to core technology, the future of transportation, 5G, hyper-connectivity and consumer engagement. Continue reading CES 2019 Keynotes Reflect Priorities of Industry and Leaders

AMD Debuts Zen 2 Chip Architecture, Turns to Chiplet Design

Advanced Micro Devices (AMD) debuted Zen 2 processor architecture, a follow-up to the Zen design introduced in March 2017, to be launched beginning in 2019. AMD chief executive Lisa Su said the Zen 2 doubles performance of the first Zen generation, which itself could process 52 percent more instructions per clock cycle than its previous generation. The company hopes its new processors will help it surpass or at least maintain parity with Intel processors. AMD is also relying on new chiplet design to maintain growth. Continue reading AMD Debuts Zen 2 Chip Architecture, Turns to Chiplet Design