Scaling Data Center Infrastructure for the Terabit Era

Scaling Data Center Infrastructure for the Terabit Era
by Kalar Rajendiran on 04-02-2024 at 10:00 am

Scaling Data Center Infrastructure for the Terabit Era Panel

Earlier this month, SemiWiki wrote about Synopsys’s complete 1.6T Ethernet IP solution to drive AI and Hyperscale Data Center chips. A technology’s success is all about when, where and how it gets adopted within the ecosystem. In the high-speed ethernet ecosystem, the swift adoption of 1.6T Ethernet relies on key roles and coordinated… Read More


Semiconductor CapEx Down in 2024

Semiconductor CapEx Down in 2024
by Bill Jewell on 03-21-2024 at 2:00 pm

Delayed Wafer Projects

U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a total of $52.7… Read More


No! TSMC does not Make 90% of Advanced Silicon

No! TSMC does not Make 90% of Advanced Silicon
by Scotten Jones on 03-11-2024 at 2:00 pm

Slide1

Throughout the debate on fab incentives and the Chips Act I keep seeing comments like; TSMC makes >90% of all advanced silicon, or sometimes Taiwan make >90% of all advanced silicon. This kind of ill-defined and grossly inaccurate statement drives me crazy. I just saw someone make that same claim in the SemiWiki forums and… Read More


Intel and TSMC IDM 2024 Discussions

Intel and TSMC IDM 2024 Discussions
by Mark Webb on 03-10-2024 at 8:00 am

TSMC Intel

In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.

The scenarios… Read More


Ansys and Intel Foundry Direct 2024: A Quantum Leap in Innovation

Ansys and Intel Foundry Direct 2024: A Quantum Leap in Innovation
by akanksha soni on 03-06-2024 at 2:00 pm

Ansys and Intel Foundry Direct 2024

In the dynamic realm of technological innovation, collaborations and partnerships often serve as catalysts for groundbreaking advancements. Continuing along this trajectory, Ansys, a global leader in engineering simulation software, has forged a partnership with Intel Foundry to enable multiphysics chip design. The … Read More


Webinar: Navigating the Power Challenges of Datacenter Infrastructure

Webinar: Navigating the Power Challenges of Datacenter Infrastructure
by Admin on 02-26-2024 at 7:32 pm

The surge in applications such as AI, HPC, and GPU-intensive workloads requires unparalleled performance, placing cloud vendors and enterprise datacenters under immense pressure to simultaneously maximize power efficiency, reduce costs, and adhere to stringent environmental standards.

Join us for a 1-hour panel discussion… Read More


Intel Direct Connect Event

Intel Direct Connect Event
by Scotten Jones on 02-23-2024 at 12:00 pm

Figure 1

On Wednesday, February 21st Intel held their first Foundry Direct Connect event. The event had both public and NDA sessions, and I was in both. In this article I will summarize what I learned (that is not covered by NDA) about Intel’s business, process, and wafer fab plans (my focus is process technology and wafer fabs).

Business
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ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in

Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in
by Chris Krueger on 02-19-2024 at 6:00 am

TSMC Intel

There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More


Podcast EP205: A Multi-Decade View of Process and Device Innovation at Intel with Paul Fischer

Podcast EP205: A Multi-Decade View of Process and Device Innovation at Intel with Paul Fischer
by Daniel Nenni on 01-26-2024 at 10:00 am

Dan is joined by Paul Fischer. Paul is the director of Chip Mesoscale Processing in Intel’s Components Research. He and his team are currently working on Gallium Nitride for energy efficient power delivery and RF communications, and technologies for heterogeneous monolithic integration.

Paul discusses the innovations… Read More