Mastodawn

Intel's CEO has declared the CPU is reasserting itself as the indispensable foundation of the AI era, driven by surging demand for AI agentic capabilities. The chip giant's data centre revenue rose 22 per cent to 5.1B USD in Q1, as the market shifts away from the earlier "more GPUs, more compute" narrative. https://www.scmp.com/tech/tech-trends/article/3351277/how-intel-riding-cpu-comeback-ai-shifts-and-where-china-stands #China #Tech #Semiconductors

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI age.

South China Morning Post

Rekall Incorporated 18h ago

Intel CEO says he can 'think of no better partner than Elon Musk' to explore 'unconventional' ways to improve chip manufacturing — TeraFab partnership aims to rethink how chips are made to reduce costs

CEO Lip-Bu Tan opens up about SpaceX, Tesla, xAI partnership.

Intel CEO says he can 'think of no better partner than Elon Musk' to explore 'unconventional' ways to improve chip manufacturing — TeraFab partnership aims to rethink how chips are made to reduce costs

CEO Lip-Bu Tan opens up about SpaceX, Tesla, xAI partnership.

Tom's Hardware

China Tech 🇨🇳 AI News 22h ago

US lawmakers have passed 20 new export control measures - the largest upgrade yet - to restrict Chinese access to American technology and block Chinese chipmakers from obtaining advanced semiconductor manufacturing equipment. The House Foreign Affairs Committee advanced the measures including the controversial Match Act. https://www.scmp.com/tech/article/3351199/tech-war-us-congress-rolls-out-largest-export-control-upgrade-against-china #China #Tech #Semiconductors

Tech war: US Congress rolls out ‘largest’ export control upgrade against China

US lawmakers push export controls to limit China’s tech access in a bid to protect the US semiconductor industry.

South China Morning Post

China Tech 🇨🇳 AI News 1d ago

Anker Innovations has unveiled its first compute-in-memory AI chip, Thus, built on NOR Flash technology and optimised for edge devices. The chip runs models with around 4 million parameters and delivers a 150x increase in peak AI computing performance compared with conventional Bluetooth audio chips, while the company's annual R&D spending reached 28.93 billion RMB (about 2.9B USD). The chip will debut in Anker flagship earphones as a three-year technology platform. https://pandaily.com/anker-innovations-launches-thus-ai-chip-for-edge-computing #China #Tech #Semiconductors

Anker Innovations launches Thus™ AI chip for edge computing

Anker Innovations unveiled its Thus™ AI chip for edge devices, alongside broader AI investments supported by about $405 million in annual R&D spending.

sayzard 1d ago

Ars Technica (@arstechnica)

연구진이 탄소나노튜브 배선을 구리처럼 더 잘 전도되도록 만드는 데 성공했다는 내용입니다. 반도체 배선, 전자소자, 차세대 소재 분야에 중요한 성과로 보이며, AI 하드웨어 및 고성능 컴퓨팅 인프라에도 간접적으로 의미가 있습니다.

https://x.com/arstechnica/status/2047427067558682743

#nanotechnology #semiconductors #materials #hardware #computing

Ars Technica (@arstechnica) on X

Researchers get carbon nanotube wiring to conduct more like copper https://t.co/LD4uj2KcM0

X (formerly Twitter)

Hacker News 3d ago

Advanced Packaging Limits Come into Focus

https://semiengineering.com/advanced-packaging-limits-come-into-focus/

#HackerNews #Tech #Semiconductors

Advanced Packaging Limits Come Into Focus

Mechanical and process control limits are now shaping what can be manufactured at scale.

Semiconductor Engineering

World Briefly 1d ago

US chip restrictions prompted China to develop its own semiconductor industry, which now supplies "good enough" tech to the global economy.

https://worldbriefly.news/chinas-good-enough-chips-are-reshaping-global-technology-despite-us-curbs

#semiconductors #China #technology

China Tech 🇨🇳 AI News 1d ago

Asia's chipmakers face a new supply crisis as naphtha shortages hit photoresist production, critical for semiconductors. With the Strait of Hormuz closed since March, Samsung and SK Hynix are exposed. The shortage will hit advanced EUV chips hardest. https://www.scmp.com/tech/article/3351192/asias-chipmakers-feel-heat-naphtha-crunch-hits-photoresist-supply #China #Tech #Semiconductors