chip

Samsung is committed to fighting with nails and teeth the most powerful mobile chip race. The perfect candidate finally has

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The world of semiconductors has a look set on the next generation of integrated circuits manufactured in lithographic processes of 2 nm. Meanwhile, the most advanced processors for mobile phones continue to use the 3 Nm processes. Giants such as TSMC have demonstrated their good work with proposals such as Qualcomm Snapdragon 8 Elitehe Apple A18 Pro Apple, and even the Xiaomi Xring 01. Now it is Samsung’s turn. The company has presented its Exynos 2500and it is much more than a processor. It is the company’s great opportunity to dissipate doubts about the performance of its mobile chips, one of the keys for the company’s semiconductor division to remain alive. Between surrender and reinvent the design of its highest range mobile processors, Samsung has chosen the second option. Why is it important. The Samsung Exynos 2500 It has been playing since last yearwith a production that did not enter into mass for the low performance he showed in the leaked tests. Going forward with the proposal does not show only that Samsung trusts this proposal: it is a message to the world about the point where they are and can become semiconductors. The company has not revealed what device this processor will premiere but, taking into account that there are Rumors on the table about a new unpackedit is more than likely to know him soon. The exynos 2500. I will not get bored with excessive technical data from the processor. Your keys are summarized in a simple way. It has a ten -core design, just like Xiaomi’s own processor. It is the only high -end processor, next to the Xring, with this design. It is its greatest particularity. Promises to be 39% more powerful in the process of AI. Supports cameras of up to 320 megapixels. It is built in the 3 Nm GAA process. Its largest nucleus is up to 15% more powerful than its predecessor. The main doubts are how these numbers will be translated in real use. Its architecture is quite similar to that of Xiaomi Xring (with Cortex X925, A725 and A520) and a Samsung Xclipse 950 GPU that will have to compete with the best adreno. The message. Ten -core CPU, cameras of 320 MPenergy efficiency and improvements in AI. Samsung has not fallen excessively Marketinians nor has he made promises that he cannot fulfill. It is a more powerful processor than the previous one, centered on AI and with support for the best technologies of the moment. The rest is about to prove. The key to Samsung. Samsung has been facing problems with its semiconductor division for years. Lose clients like Google To provide the pixel with their processor, it is one of the most recent blows, and survive to arrive with decent performance to the 2 Nm career is crucial for the future of the company. The company has delayed two of its most important projects today: the construction of its second manufacturing plant of avant -garde chips in Taylor (USA) and in Pyeongtaek (South Korea). They are projects that are still underway And they will be key to the development of their semiconductors but … it will use without customers. Exynos 2500 is the most recent test of the point where Samsung is in mobile chips. If it fails, the company will have it more difficult than ever to continue attracting investment. Image | Xataka, Samsung

Xiaomi surprised the world with his own mobile chip. The next step is to replicate this success in your electric car

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Xiaomi creating its own chips by the hand of TSMC It is something that we did not see in 2025 in which China’s greatest obsession is to boost 100% national technology. The company, in a movement to reduce dependence with Qualcomm and MediaTek Without breaking the ties that still tied to the United States, he presented his Xring 01. A chip capable of competing with the best in the market, thanks to both TSMC technology and its innovative design. The company has confirmed to be locking in its own chip for its future electric cars. It is one of the last pieces that the company needs to close the circle and not depend on companies such as NVIDIA or Qualcomm. The beginning of an era. Xring 01 is a before and after for Xiaomi. It is the first time that it manages to design a processor at the height of the best in the market, improving proposals such as the Qualcomm Snapdragon 8 Elite. Most of this TSMC baby success, who has manufactured this hand processor with Xiaomi. But its architecture is peculiar: it is the only high -end processor with a design composed of ten nuclei, and a distribution of workloads much more efficient than most current processors. Three chips, at least. Xring is the mobile processor, the Xring T1 It is the chip for watches, and Xiaomi has confirmed being working on a third processor for electric cars. The recent launch of your SUV, the Yu7came from the hand of Nvidia and Qualcomm, something that could change completely in the next generation of vehicles. Why there is a Qualcomm chip in the SU7. If you wonder what paint a Nvidia chip and a Qualcomm Snapdragon 8 Gen 3 In Xiaomi cars the answer is easy: electric cars, today, They are computers with wheels. Yu7 is one of the cars with the largest infotainment system in the world: one in which the windshield is a giant screen. Qualcomm Snapdragon 8 Gen 3 is responsible for moving HyperosXiaomi’s own software platform. Why there is a nvidia chip in Yu7. The central screen is just a small example of the computing capacity that an electric car needs. Assisted driving systems, Lidar data processing, radars and cameras, are in charge of the Autonomous Driving Platform Nvidia Drive Agx Thor. This software solution allows to manage high work loads with maximum energy efficiency, and is currently the most capable in terms of computing aboard a vehicle. A discreet approach. Xiaomi has not revealed data about whether you are preparing an adaptation of the Xring 01 to electric cars or if the goal is more ambitious and seeks to create its own complete hardware platform. The company has TSMC as an ally, but the design runs on its side. Competing to lead on platforms for new mobility is the next step for a Xiaomi that aspires to conquer almost all of the technological product categories. There Huawei has special advantage with Your Driveone platformone that gives life to Chinese vehicles like the Luxeed S7 or Aito’s latest proposals, such as the M5 and M7. The limitations. The United States Department of Commerce has tried to advise China, urging its national EDA software companies (electronic design automation software) to stop selling your products to your rivals. This software is key to the development of new lithographic processes, and one of the keys to lead the next generation of 2 Nm. Consequently, giants such as Xiaomi will have it complicated to continue improving the design of their chips. As much as TSMC is the one who manufactures them, falls into their hands to design their architecture. The current competitiveness of this chip resides largely in Your 3nm nodewhile China struggles to achieve ability to Manufacture 5 Nm national chips. There is a strong national movement in China to overcome this limitation and boost an EDA industry within the country. It is something that will end up happening, although not in the immediate future. Xiaomi’s great opportunity. Shanghai Xuanjie Technologies, the Xiaomi chips design subsidiary led by former Qualcomm and Ex Unisoc, is an important threat to the United States, with and without TSMC within the equation. The division has shown that, with the necessary tools, the design quality in Xiaomi semiconductors is up to the best. And there are the keys. How much will take advantage of that they can still collaborate with TSMC, and how much of a Xiaomi preparing its complete independence from the United States and seeking to be as competitive as Huawei on platforms for the car of the future. Image | Xiaomi In Xataka | An unexpected war has opened in China: Byd, Catl and Huawei fight for having the final electric car charger

TSMC wants to build a chip factory in United Arab Emirates. Or convinces the US or your plan will fail

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TSMC is evaluating the possibility of building an integrated avant -garde circuit manufacturing plant in United Arab Emirates. This Taiwanese company, The biggest chips manufacturer on the planethe has embarked on An ambitious expansion plan of its manufacturing infrastructure Beyond Taiwan’s borders to protect yourself from a possible armed conflict between China and its place of origin. It is currently building new semiconductor production plants in USA, Germany, Japan and Taiwanand this possible factory of Arab Emirates would contribute to cement its avant -garde plants network beyond the borders of the island from which it proceeds. However, the conversations that TSMC and the Emirati government are presumably holding They started many months agoin September 2024. TSMC and Arab Emirates win. It is not clear that the US also does At the end of September The Wall Street Journal and Reuterstwo media that have a proven credibility, revealed that several executives of TSMC and Samsung had moved to Arab Emirates to negotiate the possibility of building several manufacturing plants of integrated avant -garde circuits in this country of the Middle East. According to these two sources, the Emirati government is willing to take over the financing of these plants. And it is because Like Saudi ArabiaArab Emirates needs to diversify its economy in forecasting The very likely loss of relevance in the medium term of oil. And technology at the current situation It’s a safe bet. In addition, the growth potential of the semiconductor industry is overwhelming. We just need to look at the hardware market for artificial intelligence (AI) to observe it. In 2031 the Chips Market for IA will invoice more than 263,000 million dollars According to The AMR consultant (Allied Market Research) In 2031 the chips market for AI applications will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. It is evident that at the current TSMC situation and Arab Emirates win. However, this project will not come to fruition if this Taiwanese company does not obtain the US approval. A good part of Photolithography teams and wafering processing that TSMC uses in its factories uses American origin technologies. And some of its production processes also They turn to patents held by the US. This agency is what gives the power to the government led by Donald Trump to support or prohibit the construction of one or several manufacturing plants of avant -garde chips not only in Arab Emirates, but also in any other country. Currently the relationship sustained by US administrations and Emirates is good, but this last nation also has a narrow link with China and Iran. If in the future the geopolitical situation causes Arab Emirates if it will move away from the US and approach these last two countries, the presence of one or more factories of avant -garde semiconductors that would not be under the control of the United States would represent a security problem for this last nation. The US government has allowed Nvidia to sell its GPU to its Emirati customers, and also that OpenAi is installed in this eastern country, but right now it seems unlikely that this TSMC project supports. Image | TSMC More information | Bloomberg In Xataka | Saudi Arabia is on the blacklist in the United States with China. You have a plan to get out of it and buy NVIDIA GPU

TSMC will open a chip design center in Germany. It will not be enough to avoid the failure of Europe

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Just a few hours ago Paul de Bot, the president of the European subsidiary of TSMC, has announced that your company will build a semiconductor design center in Munich (Germany). This installation will be ready in a record time: During the third quarter of 2025. In fact, this Taiwanese integrated circuit manufacturer, The Major on the Planettrust that this installation starts its operations in just three months. The construction and tuning of a avant -garde chips factory requires investing at least four years in these processes before starting large -scale production, but the installation that TSMC will be tuned is not a factory: it is a design center. This is the reason why it is credible that may be ready in just three months. In fact, as its purpose is not to manufacture semiconductors does not need Nor lithography equipment No wafering processing machines. Paul de Bot has confirmed That this center will be dedicated to helping European customers from TSMC to design integrated high density, high performance and high efficiency circuits. These chips can be used by automobile industries, telecommunications or artificial intelligence (AI), among others. However, this project runs in parallel to the semiconductor production plant that TSMC is already building in Dresde (Germany). This factory is underway, but presumably will not start the operation until the end of 2027. This integrated circuit design center does nothing for Europe The arrival in Germany of this TSMC installation is good news, there is no doubt about that. However, his contribution to the aspirations of the old continent in the matter of chips production is irrelevant. On February 8, 2022 Ursula von der Leyen, the president of the European Commission, announced that Europe wants to be a fundamental actor in The semiconductor industryand the first step to achieve this requires manufacturing 20% ​​of the planet chips in 2030. The new TSMC Chips Design Center will not produce semiconductors, so it will not quantitatively contribute to European aspirations It is evident that in the delicate current geopolitical situation Europe needs to be ambitious if it wants to increase its relevance in the semiconductor industry. Have ASML and Intel, Globalfoundries and TSMC facilities within its borders plays in its favor. However, The speech of European leaders It seems to be focused on quantity, and is not enough. The quality understood as the capacity of a chip to deliver added value is also fundamental. The new integrated circuit design center of TSMC presumably will deliver value to European companies, but, as we have seen, it will not produce semiconductors, so it will not quantitatively contribute to the aspirations of the old continent. It is better to have it than not to have it, there is no doubt about that, but its role in the objective of which we have spoken two paragraphs above will be inconsequential. In fact, it is very unlikely that Europe achieves its purpose. We do not say it, although we share it; The European Court of Accounts holds itwhich is nothing other than “the financial guardian” of the European Union. In The report that published At the end of last April he defends that the objective of achieving a fee of 20% in the world market for integrated circuits in 2030 It seems unattainable Because Europe is very far from the rhythm of production necessary to fill its ambitions. To achieve this production capacity, it would have to be four times higher in less than five years and is far from achieving those figures at the current development speed. Image | TSMC More information | Digitimes Asia | SCMP In Xataka | We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

A chip for the much cheaper than its H20 prohibited by the US

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In early May we tell you that Nvidia engineers were working on the development of A trimmed review of your GPU for artificial intelligence (AI) H20 with the purpose of Place it on the Chinese market. To understand what is happening the first thing we should keep in mind is that during the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. In practice, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, the sanctions to China that are deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients for the most advanced. And in the middle of last April the US Department of Commerce imposed new export restrictions on China from The H20 GPU of Nvidia. Nvidia is going to assault China with a chip for the much cheaper than its H20 The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024. TSMC will not use its advanced cowos packaging in the manufacture of this chip. It is one of the reasons why its price is restrained Anyway, this time of bonanza is over. The restrictions of the Department of Commerce in practice prevent Nvidia Deliver the H20 GPU to its Chinese clientsbut This company does not give up. And is that, according to Reutersin June the Taiwanese manufacturer of TSMC semiconductors, the largest on the planet, will begin the manufacture of a new GPU for NVIDIA with the latest Blackwell microarchitecture. Presumably this is the chip with which Nvidia will aspire to maintain its domain in the Chinese market. However, before being able to send these GPU to China, the company led by Jensen Huang will have to receive the approval of the US Department of Commerce. What we know at the moment is that this chip for AI will be less capable than the H20 GPU, as is logical, and also that its price will move between $ 6,500 and $ 8,000. For domestic users it is a lot of money, but in the field of professional GPUs for AI it is a moderate price. In fact, the GPU H20 Cuesta Between 10,000 and $ 12,000so it is evident that Nvidia wants to protect the competitiveness of this chip to prevent Huawei, Moore Threads and other Chinese companies from snatching a juicy portion of this market. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Without absolutely no complex, Xiaomi has presented its Xring 01 chip. It promises to be a squeak for Apple and Qualcomm

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Xiaomi Xring 01. This is the name that receives the first Xiaomi processor. One that, despite assuming an important milestone for China, has not been manufactured in the home country of the manufacturer. This beast is pure muscle, and behind it is the giant behind the Qualcomm and MediaTek chips: TSMC. The first devices with this chip are the new Xiaomi 15s Pro and the Xiaomi Tab 7 Ultra. We are going to tell you everything about this chip, and how are the devices that start this new stage for the company. This is how Xiaomi money earns – they attract you and catch you Xiaomi is seriously with its processor Has rained enough since Xiaomi implemented his C1 arises in the Xiaomi Mi 5C. It was an experiment to compete against the 600 range of Qualcomm, but it was in a simple anecdote, since the company did not launch its own chipset. Xring 01 is manufactured in the second generation TSCM nanometers process, which we find in processors such as the Qualcomm Snapdragon 8 Elite. But it is not like at all: it is a chip with a unique architecture of ten nuclei. The main cluster is composed of two X925 nuclei to 3.9 GHz. It is followed by a four -core cluster A725 to 3.4 GHz, next to another with two of these nuclei at 1.9 GHz. To finish the low consumption tasks, there are two last 520 to 1.8 GHz nuclei. The GPU comes is the Immortalis G925, presented at the end of 2024 by ARM. Summarizing: 2 x 3.9GHZ Cortex-X925 4 x 3.4GHZ Cortex-A725 2 x 1.9GHZ Cortex-A725 2 x 1.8GHZ Cortex-A520. GPU ARM IMMORTIALIS G925 According to Xiaomi, the performance of this chip is higher than that of the Apple A18 Pro, Not only in gross terms, but also in thermal efficiency (at least mounted in the Xiaomi 15s Pro), one of the keys for sustained performance can be high. According to the data they have given, its chip exceeds 3,000,000 points in the test. Slightly above what Qualcomm elite usually achieves. Xiaomi 15s Pro The new high range of Xiaomi lands with the Xring 01 chip, a design practically identical to that of the Xiaomi 15 Pro, and a triple camera configuration. Its battery, at least in China, will be 6,100MAH with fast charge of 90W and 50W wireless. The screen is 6.73 inches, with Quad HD resolution (2K), AMOLED technology and a peak shine of 3,200 nits. His cameras, with Lenses signed by Leicaare 50 megapixels for the main sensor, another 50 for the ultra wide angle and … Guess (yes, 50 megapixels) for teleobjective. The price of the device in China? From 675.07 euros for the version with 16 GB of RAM and 512 GB of internal storage. At the moment, there is no news about his possible arrival in Spain. Xiaomi Pad 7 Ultra Next to the Xiaomi 15S Pro, the company has presented the first tablet with its new star processor, Pad 7 Ultra. It is a dart that points directly to iPad Pro with M4 Chip Already the best Samsung tablets. It arrives with 14.2k panel of 14 inches, Amoled, and with a battery of no less than 12,000mAh that carries 120W. Equipa the same Xiaomi 15s Pro chip, Xiaomi Tab 7 Ultra 12/256 GB: 5,699 yuan, about 700 euros to change Xiaomi Tab 7 Ultra 12/512 GB: 5,999 yuan, about 735 euros to change. Xiaomi Tab 7 Ultra 16 GB/1 TB: 6,799 yuan, about 834 euros to change Xiaomi Watch S4 As a surprise and complement to his watch and his tablet, Xiaomi has also told us about the Xiaomi Watch S4 Xring, the first watch to equip THE NEW CHIP Xring T1 (not 01). It has its own 4G modem, and is designed to be used with ESIM cards. It is the first time that Xiaomi presents its own chip for smart watches, although it has not detailed its architecture as in the case of the smartphones processor. In development …

The Chinese government praises the 3 Nm Xiaomi chip as a milestone on the road to self -sufficiency. The problem is that China does not manufacture it

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The Soc Xring O1 is objectively A milestone in the history of Xiaomi. And it is because it opens a par for this Chinese company that until now had remained closed. This chip It has been designed by Xiaomi itselfand the first device we will run into it will be The 15S Pro smartphone which will presumably be presented by this company at the event that will celebrate tomorrow. During the last days this SOC is caughting a lot of attention because the first performance tests that have seen the light reflect that their power will be only slightly lower than that of the Snapdragon 8 Elite of Qualcomm. It sounds very good, but this chip above all has a characteristic that we cannot ignore: it is manufactured using the integration technology of 3 Nm. China considers it a victory, but it is objectively a half victory South China Morning Post (SCMP), which is a Chinese media that belongs to Emporio Alibaba, has confirmed that the central television of China (CCTV) and the newspaper ‘Diario del Pueblo’, both closely linked to the Chinese Communist Party (PCCH), have praised the effort that Xiaomi has made during the development of the Soc Xring O1. In fact, this company has invested approximately 1.9 billion dollars in the tuning of this chip. Xiaomi has invested approximately 1.9 billion dollars in the tuning of this chip According to SCMP This semiconductor marks a milestone in China’s campaign towards technological self -sufficiency amid the export controls of the strictest advanced semiconductors in the United States. But This statement requires many nuances. In fact, it is reasonable to consider it a half truth. As I mentioned a few lines above the competitiveness of the socx xring O1 does not only reside in the design of its microarchitecture; also clearly plays in his favor the fact that he is manufactured in The 3 Nm node of TSMC. This Taiwanese integrated circuit manufacturer, The Major on the Planetcan produce chips for Xiaomi because this last company is not included in the “blacklist” of the US. However, it is evident that the integration technology used to manufacture this SOC does not belong to Xiaomi. It belongs to TSMC. And if the US Department of Commerce decides tomorrow to introduce Xiaomi into its list of vetoed entities will cease to access the Lithographic Vanguard nodes of TSMC. If this semiconductor had been manufactured by SMIC or another Chinese manufacturer of integrated circuits using a 3 Nm lithography the success of Xiaomi, and, as a consequence, of China, would be irrefutable. But for the moment there is no chips manufacturer in the country led by Xi Jinping that has the necessary technology for produce this type of avant -garde semiconductors. China will acquire this capacity in the medium termthere is no doubt about that, but the statement that argues that the soci -soup o1 “marks a milestone in China’s campaign towards technological self -sufficiency” is nothing more than a message from marketing sponsored by Chinese authorities In full confrontation with his American counterpart. Image | Xataka More information | SCMP In Xataka | China is about to have the ability to make 5 Nm chips, although it faces a difficult solution problem

Samsung has lost a 30 -year leadership in the DRAM chip industry

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The artificial intelligence (AI) is drastically reconfiguring the hardware supply chain. Samsung has led the DRAM chip industry for more than three decades, but the AI ​​boom has triggered something that just two or three years ago would have seemed unthinkable: Now it is SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) like that of the DRAM memories. The latter are those used by most of the devices with which we are familiar, such as computers or mobile phones. However, HBM memories are those that are integrated into those hardware solutions in which it is necessary to prioritize maximum performance, such as, for example, for example, The GPUs for ia. Samsung and Sk Hynix are South Korean companies, but the third in discord, Micron Technology, is American. And, as we are about to check, already steps on Samsung. We have a new leader and their figures are objectively spectacular During the last months Samsung has led the manufacturing market for integrated dram memory circuits with an approximate 40%share, while SK Hynix defended A very worthy 29%. Behind both was Micron Technology, with 26% approximately. During the first quarter of 2025 these figures have varied in a very important way. In fact, as I have anticipated a few lines above, now the leader is SK Hynix. SK Hynix is ​​the Nvidia supplier if we stick to its GPU for ia This last company controls no less than 70% of the Integrated HBM memory market market, so its leadership in this sector is overwhelming. In fact, SK Hynix is ​​Nvidia’s supplier If we stick to their GPU for ia. Samsung has an approximate share of 28%, and Micron touchs 18%. If we deviate our gaze towards the dram memory chips the figures are much more even, although SK Hynix leads for the first time. In one of the graphs that we publish on top of these lines we can see that during the first quarter of 2025 SK Hynix it has erected as the leader of DRAM memories with a fee of 36%. Samsung now occupies the second position with 34%. And Micron Technology follows them closely with 30%. Behind them, although they do not appear in this graph, They step stronger and louder Chinese memory manufacturers Yangtze Memory Technologies Co. (YMTC) and Changxin Memory Technologies (CXMT). The second graph predicts how the HBM memories market will evolve over the next five years. SK Hynix presumably will maintain its leadership, although it will lose a part of its share due to the saturation of the hardware market for AI and the growth of competition. Samsung, meanwhile, about 25% will be stabilized market share. And finally, Micron will be the only one of these three companies that will grow up to 20% market share. These figures are just a forecast, but they allow us to get a rather accurate idea about how this semiconductor industry market will evolve. Image | Samsung More information | SCMP In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Intel’s future is linked to the success of a single chip manufacturing node: 18A technology

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Intel is facing one of the most difficult stages Of all its history. And its story is not exactly brief. In fact, Gordon Moore and Robert Noyce founded this company more than half a century ago, in 1968. As we have explained in other articles, The future of factories and Intel chips packaging and validation centers is uncertain. However, it is possible that these facilities are finally incorporated into a joint company Managed by Intel, TSMCand, perhaps, by some other company of the integrated circuit industry. Anyway, the short -term competitiveness of this company is closely linked to the success of a single semiconductor manufacturing technology: 18A photolithography. Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. That is not the slightest doubt. More transistors. More performance. And less consumption This statement by Joseph Bonetti, main manager of Intel engineering programs, expresses very well The important thing that is the 18A node for this company: “Intel leaders, Board of Directors of Intel and Donald Trump administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error.” Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important. Bonetti does not expressly mention the 18A integration technology, but his statement is supported by it because right now is the asset that Intel has to compete with TSMC and Samsung in the market for the production of integrated circuits in a year in which 2 Nm photolithographies They will take off yes or yes. In the last months Intel has been revealing some of the characteristics of this integration technology, but just a few hours ago and as a prelude to the semiconductor conference ‘2025 Symposium on VLSI Technology and Circu has made public more interesting data. Powervia proposes to physically separate the feed lines and signal signal within each integrated circuit Lithography 18a is erected above all about two essential innovations: Ribbonfet Gate-Lall-Around (GAA) transistors and energy delivery technology Powervia. The purpose of this last improvement is to solve the limitations imposed by the introduction in the integrated circuit of smaller transistors, which are also together more. This scenario causes that within each chip the power lines and signal compete for the same resources, which triggers the appearance of bottlenecks that perceptibly limit the performance and energy efficiency of a CPU. The purpose of Powervia technology is precisely to solve this problem. And to achieve this, what proposes is to physically separate the power lines and signal signal. So far both lived in the same physical space, but From Intel 20A lithographythat It was commercially dismissed In September 2024, the distribution of transistors and food and signal will acquire the form of a sandwich. In this way the transistors will be housed in the center, while the feed lines will reside in a lower layer and those of signal in an upper layer. In any case, for us, the users, the most interesting thing is to know that Intel promises that their lithography 18a will deliver a 25% higher performance using the same voltage as the integration technology Intel 3, as well as a 36% lower energy consumption by using the same frequency and the same voltage. And by reducing this last parameter and moving from 1.1 volts to 0.75 volts, lithography 18a delivers a performance of 18% higher and a consumption of 38% lower. It sounds good, but we should not ignore that This information comes from Intel itself. Whether it is evident that we are interested in consumers that both Intel and TSMC or Samsung have the best state possible. Image | Intel More information | Intel In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

The one to get its new chip for AI with the Nvidia market in China

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Until just a few months ago Nvidia monopolized some more than 90% of the Chinese chip market for artificial intelligence (AI), but after the entry into force of the last US sanctions package its leadership with all probability is being committed. The Chinese government is allocating a lot of resources to the development of Your own lithography teamswhich are those used to manufacture integrated circuits, and also to the tuning of their own Vanguard chips for artificial intelligence. As we told you last week, the US Department of Commerce It has imposed restrictions to the export to China of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia. The company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Huawei’s Ascend 920 GPU is ready to occupy the hole left by the H20 chip Some of the Chinese companies that have bought large amounts from the H20 Chip to NVIDIA and who presumably planned to continue doing them are Tencent, Alibaba or Bytedonce. The interesting thing is that this situation puts Huawei in a tray the opportunity to increase its market share in its own market taking advantage of the fact that US government prohibitions are weakening Nvidia’s position. However, this Chinese company is doing very well in this market because invoices annually about 7,000 million dollars Only in China. Huawei invoices about 7,000 million dollars only in China Huawei has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcome performance of the chips A100 and H100 of Nvidia. According to some analystslike those of the Chinese company Ifly Tek, the gross power of its GPU equals that of the Nvidia chips, but they are still one step behind if we stick to its performance in a real -use scenario. In any case, Huawei was prepared to react to the regulation that prevents Nvidia from delivering its most successful GPU (in China) to its Chinese clients. And it is that only one day after the US Department of Commerce formalized its latest sanctions He has presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. The GPU Ascend 920 will begin to be manufactured on a large scale during the second half of 2025 using 6 Nm integration technology that presumably have developed side with huawei elbow and SMIC. The characteristics of this lithographic node have not yet been officially confirmed, but it will probably use the technique known as Multiple patterningwhich is the same one that SMIC is using 7 Nm chips. In addition, the GPU Ascend 920 will reach a 4 TB/s transfer speed for the memory subsystem thanks to the use of HBM3 chips. Image | Huawei More information | Digitimes Asia In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

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