Samsung Electronics will receive up to $6.4 billion in funding for semiconductor manufacturing in the U.S. as part of the CHIPS and Science Act. Samsung Semiconductor CEO Kye Hyun Kyung and Commerce Secretary Gina Raimondo celebrated the news this week at the company’s Taylor, Texas plant. The funds are earmarked for Samsung’s expansion in Central Texas to create additional manufacturing capabilities of essential chips for the AI, automotive, IoT, aerospace and other sectors. With the funds, Samsung is “strengthening the local semiconductor ecosystem and positioning the U.S. as a global semiconductor manufacturing destination,” Kyung said. Continue reading Samsung Will Receive Up to $6.4 Billion in CHIPS Act Funding

Meta’s next generation AI silicon is a 5nm chip designed to power the models that provide recommendations to those who use its social network platforms. The new MTIA inference accelerator is part of a “broader full-stack development program for custom, domain-specific silicon that addresses our unique workloads and systems,” Meta says. The next-gen MTIA more than doubles the compute and memory bandwidth of its predecessor, the 7nm MTIA v1 chip introduced in May 2023, resulting in 3x the performance, according to Meta, which says the new silicon is already live in 16 data centers. Continue reading Meta Deploys Gen 2 MTIA AI Accelerator Chip in Data Centers

Microsoft and OpenAI are contemplating an AI supercomputer data center that may cost as much as $100 billion. Called Stargate, the aim would be to have it operational by 2008 to drive OpenAI’s next generation of artificial intelligence. According to reports, the Stargate complex would span hundreds of U.S. acres and use up to 5 gigawatts of power, which is massive (the equivalent of a substantial metropolitan power grid). In light of those power needs, a nuclear power source is said to be under consideration. The project is not yet green-lit, and no U.S. location has been selected. Continue reading Microsoft, OpenAI Considering a Supercomputer Data Center

Campaigning through the swing state of Arizona on Wednesday, President Biden announced Intel is lined up for a $19.5 billion package under the CHIPS and Science Act. The Department of Commerce has reached a preliminary agreement to provide up to $8.5 billion in grants and $11 billion in loans under the 2022 tech stimulus plan. Intel has committed $100 billion of its own. The CHIPS Act “will enable advanced semiconductor manufacturing to make a comeback here in America after 40 years,” Biden said, addressing a crowd at Intel’s Chandler, Arizona plant, which will be modernized using the funds. Continue reading Intel Awarded CHIPS Act Funding to Boost Production in U.S.

Nvidia unveiled what it is calling the world’s most powerful AI processing system, the Blackwell GPU, purpose built to power real-time generative AI on trillion-parameter large language models at what the company says will be up to 25x less cost and energy consumption than its predecessors. Blackwell’s capabilities will usher in what the company promises will be a new era in generative AI computing. News from Nvidia’s GTC 2024 developer conference included the NIM software platform, purpose built to streamline the setup of custom and pre-trained AI models in a production environment, and the DGX SuperPOD server, powered by Blackwell. Continue reading GTC: Nvidia Unveils Blackwell GPU for Trillion-Parameter LLMs

Qualcomm raised the curtain on a variety of artificial intelligence, 5G, and Wi-Fi technologies at Mobile World Congress Barcelona, which runs through Thursday. The San Diego-based chip designer unveiled an AI Hub it says will help developers create voice-, text- and image-based applications using pre-optimized AI models. Qualcomm’s flagship AI chips — the mobile Snapdragon 8 Gen 3 processor and the PC-centric Snapdragon X Elite — were announced last year. With the first splash of products now heading to market the company is promising to push the boundaries of 5G and 6G. Continue reading MWC: Qualcomm Unveils AI Hub and Promotes 5G, 6G Tech

Demand for artificial intelligence computer chips drove Nvidia income up 769 percent to nearly $12.3 billion for Q4, year-over-year, and 286 percent — to just over $29.7 billion — for the full-year fiscal 2024 frame that ended January 28. Revenue was $22.1 billion (+265 percent) and $60.9 billion (+126 percent) for the respective periods. Data center sales hit record highs of $18.4 billion for the quarter, up 409 percent from the previous year, $47.5 billion for the fiscal year, an increase of 217 percent. Gaming revenue was flat for Q4, at $2.9 billion, and up 115 percent for the year. Continue reading Nvidia Revenue and Profits Soar on Strength of AI Chip Sales

GlobalFoundries has been selected to receive the first major grant in the Biden administration’s CHIPS and Science Act program to reinvigorate U.S. chip production. The $1.5 billion in grants will be used to construct and expand facilities in Vermont and New York. Additionally, the administration plans to make available $1.6 billion in federal loans. The grants are estimated to triple GlobalFoundries’ New York state production capacity within the next 10 years. Chipmakers including Intel, Micron Technology, Samsung Electronics and TSMC have submitted grant applications for government assistance in building new or updating existing facilities. Continue reading GlobalFoundries Receives $1.5 Billion in First U.S. CHIPS Grant

Nvidia is investing $30 billion in a new business unit focused on custom chips for high-performance computing. The company already controls about 80 percent of the advanced chip market but wants to avoid losing ground as alternatives spring up. Alphabet, AWS, Intel and AMD market high-end processors to third-parties, and Meta is expected to begin deploying its own Artemis AI chips this year. Nvidia has had discussions with Amazon, Google, Meta, Microsoft and OpenAI about helping them create bespoke chips and is also talking to automakers, cloud service providers (CSPs) and telecom companies, according to reports. Continue reading Nvidia to Launch Unit Devoted to Building Custom HPC Chips

OpenAI CEO Sam Altman’s ongoing effort to fund a new initiative to produce chips to power artificial intelligence has graduated from a billion-dollar venture to a trillion dollar undertaking that aims at nothing less than “to reshape the business of chips and AI,” per recent reports. The United Arab Emirates has joined the list of sources of potential funding for the global project, which seeks to remedy the tight supply of AI chips that Altman is said to view as an obstacle to OpenAI’s effort to develop artificial general intelligence, which he defines as “systems that are generally smarter than humans.” Continue reading Sam Altman Is Reportedly Seeking ‘Trillions’ to Fund AI Chips

Qualcomm reported revenue of $9.9 billion for the quarter ending in December, a 5 percent increase year-over-year. The company tallied $6.69 billion in sales of handset chips during the three-month period, up 16 percent over the prior year’s $5.7 billion, marking a turnaround after two years of declines. The quarter marked the beginning of shipments of the Snapdragon 8 Gen 3 chip, designed for mobile generative AI, and its adoption by OEMs and manufacturers including Samsung for its new Galaxy S24 lineup. Qualcomm also announced it will continue selling 5G modem chips to Apple. Continue reading Qualcomm Earnings: All-In on XR, Smartphone Chips Rebound

Canon is gearing up to begin shipping its new nanoimprint lithography chipmaking machines, possibly this year. The equipment — which uses a stamping process Canon says will be cheaper and more energy-efficient than ASML’s light-based extreme ultraviolet (EUV) technology — could be a disruptor in a market dominated by the Dutch company. Such machines, essential in manufacturing semiconductors, imprint circuitry onto silicon wafers in patterns that can be thousands of times thinner than the width of a human hair. Foundries TSMC, Samsung Semiconductor and Intel rely on ASML’s EUV machines in the manufacture of high-end chips. Continue reading Canon Could Begin Shipping Chip Stamping Machine in 2024

Further insights into OpenAI CEO Sam Altman’s global fundraising effort for a multi-billion dollar computer chip venture now appears to be toward a goal establishing a network of semiconductor plants to manufacture AI chips, according to media reports. The plan would see the 38-year-old entering a hotly competitive yet underserved field, dominated by Nvidia and increasingly Intel, AMD and Qualcomm. Apparently, he feels the existing players aren’t set up to produce the amount of chips required to meet the goals of OpenAI and others through 2030, now that many businesses incorporate AI into workflows and consumer products. Continue reading Altman Is Seeking Billions in Global Funding for AI Chip Plants

Seattle-based tech firm Ixana is at CES 2024 demonstrating its Wi-R communication chip, which “reduces energy consumption by 100x compared to radiative wireless technologies like BLE, Wi-Fi, cellular, Zigbee and Z-Wave, enabling a paradigm shift in wearable technology,” according to the company, which nabbed a CES Innovation Award. The 4Mbps YR22 Wi-R chip offers “continuous charging-free body-worn health monitoring, video streaming for extended reality, and intuitive human-computer interaction,” Ixana says, explaining it works via algorithms that run via distributed computing on battery-powered devices. Continue reading CES: Ixana Transforms Human Body into Networked Receiver

Intel formally launched its new Core Ultra CPUs and related products this week at its AI Everywhere event. The company shared new solutions ranging from the data center to the cloud edge and PC. Intel’s new mobile processors are part of its Meteor Lake lineup, all of which will now bear the Ultra imprimatur instead of the “I,” promising greater power efficiency and performance. At the New York City event, Intel CEO Pat Gelsinger said “AI innovation is poised to raise the digital economy’s impact up to as much as one-third of global gross domestic product.” Continue reading Intel Unveils AI-Driven Chips to Compete with Nvidia and AMD