The crisis of the chips that started in 2020 and lasted until well into 2023 was The result of a perfect storm. The Covid-19 pandemia triggered the demand for electronic devices, and, at the same time, at the same time, degraded production capacity of many companies. In addition, the commercial war between the US and … Read more
Lip-bu Tan, that for a few months He took Pat Gelsinger’s witness As Executive Director of Intel, he is considering An important strategic turn in its chips manufacturing division. The play goes through betting directly on the 14th technology instead of The 18A processin which his predecessor Pat Gels had invested billions of dollars. It … Read more
China will surpass Taiwan in 2030 in the production capacity of semiconductors. This is indicated by a recent Yole Group report that highlights how the efforts of the Asian giant will soon be rewarded. At least in the quantity section. Not so much in quality. Chinese-Taiwan tension. China has one especially delicate relationship With Taiwan, … Read more
Data centers are Electricity devourers. A single training cluster can spend more light than 100,000 houses. And while we become obsessed with the semiconductor war, the main problem is still there, in silence: electricity. Why is it important. Training the most powerful models require superoring workers 24 hours for whole weeks. It doesn’t matter if … Read more
During the next five years the global semiconductor industry will need to incorporate nothing less than One million qualified workers. This prognosis is no elucubration; It comes from SEMIan international organization that watches over the interests of the electronics industries and integrated circuits. According to their forecasts Europe will face a deficit of 100,000 engineers, … Read more
Several US companies involved directly in the integrated circuit industry are suffering. Some of them, in fact, They are flirting with bankruptcy. In this context it is inevitable not to think of Intel and The difficult stage that crosses Currently, but from the company Led by Lip-Bu Tan We have spoken a lot in recent … Read more
Huawei doesn’t like to get attention. He doesn’t want headlines. It is not generating too many and since 2019 The US veto and google occur The company has adopted a low profile and a shy, silent narrative. But as long as he does, Huawei does not stop growing and consolidating his role as one of … Read more
American companies Cadence Design Systems and Synopys are the most important in the software industry specialized in Integrated circuit design automation, known as Eda for its English denomination (Electronic Design Automation). And both have taken the same path by integrating into their solutions models of artificial intelligence (AI) designed to optimize semiconductor design processes. Nvidia, … Read more
The new battle of the AI is no longer earned only with integrated circuits, but orchestrating complete systems that connect half a million chips working at the same time. Why is it important. For decades, the technology industry has been governed by the Moore law: The number of transistors in a chip doubled every two … Read more
Malaysia is in the spotlight of the US. The administration led by Donald Trump has suspected for many months that Chinese companies and research centers dedicated to artificial intelligence (AI) acquire the most advanced NVIDIA GPUs through Singapore and Malaysian intermediary companies. In fact, this possibility It is no longer just a hypothesis. And it … Read more
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