Agentic AI workloads are reshaping the compute requirements of modern data center infrastructure by shifting performance bottlenecks from GPU-centric inference to CPU-heavy orchestration and workflow management. Traditional AI inference pipelines relied primarily on GPUs performing a single forward pass, where input… Read More
In forty plus years as a semiconductor professional I have never seen a semiconductor design ecosystem build as fast and as strong as RISC-V. As a result, RISC-V Now! has emerged as a pivotal gathering, a conference with a clear and ambitious mission: To transform the open, modular, and flexible RISC-V ISA from an exciting specification… Read More
In the rapidly evolving landscape of semiconductor technology, the Universal Chiplet Interconnect Express (UCIe) emerges as a groundbreaking open standard designed to revolutionize on-package chiplet integrations. Presented by Dr. Debendra Das Sharma, Chair of the UCIe Consortium and Intel Senior Fellow, at the Chiplet… Read More
1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More
The semiconductor industry is in the midst of a structural supply challenge that’s tightly coupled to exploding demand for advanced chips, especially those used in AI, HPC, and next-generation mobile and consumer devices. At the center of this vortex is the 2nm class of manufacturing technology, representing one of the most … Read More
The global semiconductor industry sits at the foundation of modern technology, powering everything from smartphones and cloud data centers to artificial intelligence, automobiles, and national defense systems. At the center of advanced chip manufacturing are three major players: TSMC, Samsung Foundry, and Intel Foundry… Read More
Charlie Su, President and CTO of Andes Technology, delivered a compelling keynote at the 2025 RISC-V Summit North America, asserting that RISC-V is primed to drive the burgeoning field of Intelligent General Computing. This emerging paradigm integrates AI and machine learning into everyday computing devices, from AI-enabled… Read More
Taiwan Semiconductor Manufacturing Company, the world’s largest dedicated semiconductor foundry, has transformed from a modest startup into a global technology powerhouse. Founded on February 21, 1987, by Morris Chang, a veteran of Texas Instruments, TSMC pioneered the “pure-play” foundry model. … Read More
The big semiconductor news this week is the legal action TSMC is taking against former Senior Vice President Wei-Jen Lo. This looks to be a serious game of 3D chess between CC Wei and Lip-Bu Tan so it is worth a look. I got this notice in my inbox early Tuesday morning:
Immediately following, there was an interesting discussion on SemiWiki… Read More
The world semiconductor market was $208 billion in third-quarter 2025, according to WSTS. This marks the first time the market has been above $200 billion. 3Q 2025 was up 15.8% from 2Q 2025, the highest quarter-to-quarter growth since 19.9% in 2Q 2009. 3Q 2025 was up 25.1% from 3Q 2024, the highest growth versus a year earlier since… Read More
