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The companies will collaborate on industry-leading HBM4 supply for AMD Instinct™ MI455X GPUs and next-generation DDR5 solutions for AMD EPYC™ processors and the AMD Helios platform
Samsung Electronics today announced it has signed a Memorandum of Understanding (MOU) with AMD to expand their...
Good question. AI is going to change that I think. There will be less central computing and more edge computing with AI which means leading edge silicon. If you look at what Tesla did for automotive, the US military will change the world and with all of the wars everyone will see it. Defense...
Samsung Foundry Nabs Nvidia? :ROFLMAO:
Groq started with GF 14 which really is Samsung 14 so it tracks they would use Samsung 4nm. Groq is an N-1 company with limited volumes so Samsung is an okay place for them. I was told that Groq is currently designing to TSMC N3. Can anyone confirm? I...
Key Takeaway:
Nvidia has projected that the revenue opportunity for its artificial intelligence chips could reach at least $1 trillion through 2027, as the company sets out a more aggressive strategy to dominate the fast-growing market for real-time AI inference. The forecast underlines Nvidia’s...
SK Hynix presented a recent IEEE paper describing an architecture combining High-Bandwidth Memory (HBM) speed and High-Bandwidth Flash (HBF) capacity on a single interposer connecting both to a GPU to accelerate AI model and agent inference processing.
Current GPUs and the forthcoming Nvidia...
SINGAPORE, March 16 (Reuters) - China's Hua Hong Group has developed advanced chip manufacturing technologies that can be used to produce artificial intelligence chips, four people familiar with the matter said, a major milestone in Beijing's efforts to boost tech self-sufficiency.
The group's...
Executive Summary
January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total up to US$795 billion, up 26.1 percent vs. 2025. This 0.6 percent annualised increase was solely attributable to ICs, up 39.9 percent year-on-year, more...
Where as I know people on the Dojo team and and the EDA/IP companies Tesla uses. But can I be trusted?
Gemini; Can Daniel Nenni be trusted?
In the semiconductor world, Daniel Nenni is considered a highly credible industry veteran, though like any specialist, his "trustworthiness" depends on...
I have worked with Samsung Foundry many times over the years so I own my FUD, I don't need to quote other outlets. When I hear rumors I contact people who I personally know to confirm or deny then and only then do I offer my observations and opinions as a working semiconductor professional...
I think we all saw this coming. And now Elon wants to build his own mega AI chip fabs to fix the Samsung situation? :ROFLMAO:
Hopefully Lip-Bu Tan can talk some sense into Elon Musk. If making massive amounts of chips for AI is truly that important for Tesla Elon should really focus on risk...
There is a Tesla slip and a Samsung slip. Elon is learning semiconductors the hard way. Are we really shocked by this? Hopefully this pushes Elon closer to Lip-Bu and crew.
Tesla’s next-generation AI6 chi, the processor designed to power its autonomous vehicles, Optimus robots, and AI data center, has been delayed by approximately six months. The setback stems from Samsung’s 2-nanometer production line, where a postponed multi-project wafer (MPW) run is pushing the...
Looking at it that way I do see serious problems. It takes an ecosystem to make leading edge chips.
Maybe with Intel's experience Elon could succeed here. It would be awsome to see Elon and Lip-Bu team up!
Agreed, everything in Wikipedia is already built into the LLM. Just ask ChatGPT a question and reference Wikipedia and there you go. A new Wikipedia usage model that may actually kill Wikipedia at some point in time.
I wonder how Samsung feels about this? :ROFLMAO:
https://semiwiki.com/forum/threads/samsung-to-produce-tesla-chips-in-16-5-billion-multiyear-deal.23248/
WikiChip / WikiChip Fuse: A massive, peer-reviewed technical encyclopedia. If you want to know the exact gate pitch or metal layers of a specific TSMC node, this is where you go.
Or you can ask ChatGPT because all of the WikiChip data is in the LLMs. :ROFLMAO:
ChatGPT really burned this...
This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not hyperbole. Of course how would AI really know that? I will ask Scotten Jones what he thinks about SemiAnalysis. Last time I asked it was not favorable. Scotten is...
TSMC strengthened its lead in the semiconductor foundry market in 2025, driven by surging AI chip demand, according to TrendForce. TSMC’s sales reached US$122.9 billion, a 36.1% year-on-year increase, capturing 69.9% of the market — a 5.5 percentage-point rise from the previous year.
The...
