I wrote this a while ago, but it's getting increasingly relevant.
The thin connections that underpin the #semiconductor industry are too fragile to withstand an era of #ClimateDisaster and #war, of rationing of energy and resources, of widespread #famine, of international suspicion, and of unprecedented #migration away from coastal areas and newly forming deserts.
The semiconductor business — typically Samsung's cash cow — is likely to see continued pressure as memory prices and demand for end products remain low.
Training large AI models is very expensive - maybe even more than designing semiconductor chips!
"Taping out" a large semiconductor chip typically costs several $Ms. But it takes many months or even a few years to design a chip.
Training large AI models, in comparison, may cost from hundreds of $K to many $Ms each time, but the iteration cycle is maybe every few months. So an AI startup may burn through cash even faster than a chip startup!
Ugh, hate that I had to screenshot that other site but breaking physics news in the last hour of a simulation that seems to confirm the South Korean room temperature semiconductor claim.
In the words of one of our first time submitters "Just yesterday, I was dreaming of a tapeout cooperative, and it turns out to exist. Thanks to you all!! Looking forward to TT05!"
Thanks to everyone who submitted and all the contributors. Also a huge thanks to Efabless for sponsoring the project!
#Samsung Electronics anticipates a 78% YoY drop in Q3 operating profit, primarily attributed to #semiconductor losses amid a global chip industry downturn.
However, the expected operating profit was 30.5% higher than the average estimate.
Vintage Computing Bubble! I'm looking for company history and biography of Motorola. I'm especially interested in the beginnings of their semiconductor and microchip business, thus the time frame 1950-1990. Any suggestions on books, articles, documents, documentaries? I already consumed the easy finds (Wikipedia, Freescale history, NXP history) #retrocomputing#vintagecomputing#semiconductor
I really don't get it. Building a data center that requires a ton of cooling and millions of gallons of water a year, in a place where almost half the year the temperature is above 100° F, and it's a desert, so there isn't a lot of water. https://futurism.com/the-byte/microsoft-arizona-water-ai
Germany wants to end Europe’s semiconductor dependence on Asia.
The European Union's stated objective is to reach 20% of the world market by 2030, twice as much as today. In order to hit this target, it will require a fourfold increase in production.
As Europe's largest economy, Germany is spearheading this movement. In addition to Infineon's new factory in Dresden, Intel and Wolfspeed have announced major investments in Germany.
If you are affiliated with a university please consider signing the following letter which calls for open-source Electronic Design Automation (EDA) tools:
Btw: If you are interested to participate to a public discussion on the development of open-source silicon and open-source EDA please join us on May 14 over #BBB:
During the roundtable, the Secy emphasized the impact that investments like the #CHIPS & #Science Act have had on revitalizing #semiconductor#manufacturing in the #UnitedStates & the opportunity for catalyzing private #investment in #CostaRica & the #Western Hemisphere. Secy Raimondo, Mins Tovar & Bogantes also heard from participants about opportunities across the semiconductor #ValueChain & the role of partners, like Costa Rica, in strengthening global semiconductor #SupplyChain resilience.
Malaysia emerges as a hotspot for semiconductor firms amid U.S.-China chip tensions.
CNBC reports: "Intel, GlobalFoundries and Infineon are some of the chip makers that have set up or expanded operations in Malaysia over the last few years."
#Malaysia has become a hotspot for global #electronics & #semiconductor investment, with country's electrical & electronics export seeing a sharp increase of 54.2%. However, the surge of electronics & semiconductor investment in Malaysia is sharply contrasted with low #unionization; only 6% of all #Malaysian#workers are #unionized, the majority in the public sector.
The White House plans to invest $5B+ from the CHIPS Act in "semiconductor-related research", including in the National Semiconductor Technology Center.
Samsung expected to report 80% profit plunge as losses mount at chip business (www.cnbc.com)
The semiconductor business — typically Samsung's cash cow — is likely to see continued pressure as memory prices and demand for end products remain low.