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Home > Home > The Optical Superhighway For AI

tag: AMD

The Optical Superhighway For AI

By Geoff Tate - 09 Nov, 2026 - Comments: 0

There is much disagreement on the timing of the transition from copper interconnects to optical interconnects, but almost everyone agrees we are moving to all-optical interconnects over the next five years. Optical interconnects already dominate scale-out. Optical interconnects will next move into scale-up by connecting racks in very large pods of hundreds to thousands of XPUs (AI compute un... » read more

Chip Industry Week In Review

By The SE Staff - 06 Nov, 2026 - Comments: 0

Top Of The Week Nvidia's board of directors issued a statement that it was investigating CEO Jensen Huang, following his admission that he had an intimate relationship with a purported Chinese spy. The affair surfaced as part of investigation by the U.S. government into illegal shipments of Nvidia AI chips to China, according to the New York Times. Meanwhile, approximately 600,000 Nvidia H2... » read more

Chip Industry Week In Review

By The SE Staff - 30 Oct, 2026 - Comments: 0

Updated 11/2 for Marvell's planned acquisition of Lumentum. Deals and funding Marvell agreed to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115B, combining Marvell's custom silicon, networking and interconnect technologies with Lumentum's lasers, optical transceivers and optical circuit switching. The proposed combination would expand the companies' c... » read more

Chip Industry Week In Review

By The SE Staff - 23 Oct, 2026 - Comments: 1

CHIPS Act funding The U.S. Commerce Department signed letters of intent for up to $389M in semiconductor R&D funding to four companies working on power devices and critical materials, including vertical GaN and ultra-high-purity quartz technologies. Under the proposed agreements, the government will receive minority, nonvoting equity stakes as a condition of the awards. Company Awa... » read more

Chip Industry Week In Review

By The SE Staff - 09 Oct, 2026 - Comments: 0

Top of the Week TSMC and GF inked a $2B manufacturing agreement, under which GF will manufacture silicon interposers for TSMC’s CoWoS advanced-packaging ecosystem at its Malta, New York fab. Volume production is expected to ramp in the first half of 2028. Applied Materials and Intel are expanding their R&D collaboration to develop next-gen transistors, interconnects, and advanced ... » read more

Chip Industry Week In Review

By The SE Staff - 02 Oct, 2026 - Comments: 0

Top of the Week Synopsys unveiled a portfolio of domain-specific long-horizon agents that can reason, plan, and execute multi-step engineering workflows across verification, system validation, implementation, analog, manufacturing, simulation and analysis. Synopsys also inked a multi-year agreement with OpenAI to develop GPT-Synopsys, a specialized model optimized to use its EDA tools for ... » read more

Can GPUs Continue To Dominate AI Compute?

By Geoff Tate - 09 Sep, 2026 - Comments: 0

GPUs are 70% of installed worldwide AI compute capacity by manufacturer (see figure 1), with custom silicon accounting for 30%, primarily Google and Amazon. Fig. 1: Current installed worldwide AI compute capacity by manufacturer. Source: Epoch.ai Installed AI compute capacity has grown 17X in three years. In 2023, Nvidia had 90% share and Google 10%. Custom AI compute took 20% share i... » read more

Chip Industry Week in Review

By The SE Staff - 28 Aug, 2026 - Comments: 0

New chips and architectures Hot Chips brought a wave of new processor and accelerator details this week, alongside Apple's latest M-series silicon: IBM and Arm unveiled a 2nm dual-architecture processor for future IBM Z and LinuxONE systems, with cores designed to execute both IBM and Arm instructions and support Arm-native Linux alongside existing IBM workloads. Intel showcased three ... » read more

Chip Industry Week In Review

By The SE Staff - 21 Aug, 2026 - Comments: 0

Sticker shock Gartner says AI inferencing costs per agentic workflow will increase fivefold through 2028, with the rate of innovation outpacing the cost curve. Samsung increased pricing on new 4nm, 5nm, and 8nm foundry orders by up to 15%, reports Reuters. Its Pyeongtaek 4nm line is reportedly running at full capacity. SMIC also raised prices per last week's earnings call. New offeri... » read more

Semiconductor Earnings Roundup: Revenue, Growth and Takeaways

By Linda Christensen - 18 Aug, 2026 - Comments: 0

Note: Updated throughout August 2026 for additional earnings releases.  Earnings were strong across all chip industry sectors this quarter, with 11 companies posting triple-digit growth, and all but 2 of the +80 companies reported here were in positive territory. The hottest growth areas were AI infrastructure, memory, advanced packaging, test and leading-edge manufacturing. Companies tied ... » read more

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Chip Industry Week In Review

Fab expansion accelerates; China advances memory and EUV; Teradyne's test deal; SEMICON West and OCP highlights; 3D SiP; TSMC and ASML signals; 300mm fab spending; optical and 3D-compute startups raise fresh funding; quantum HW advances.
by The SE Staff

Why Physical AI Is So Hard To Engineer

Integrating sensors, compute, and actuators into autonomous systems adds new challenges for chip design.
by Brian Bailey

Chip Industry Week In Review

CHIPS Act $389M to power chips, vertical GaN, materials; Micron's memory roadmap; Nvidia expands supply chain capacity; Tenstorrent raises $1.5B; China NAND fabs; 800V power for AI data centers; Intel advances Arizona fab; China orders +$35B in Nvidia GPUs.
by The SE Staff

Chip Industry Week In Review

Marvell to buy Lumentum; HBM shortages threaten AI expansion; TSMC weighs price hikes; advanced packaging ramps; domain-specialized AI models; Infineon and UMC boost fab investments; Intel's quantum move; Lam and imec advance 3D integration; Google expands TPUs; AI-driven earnings; CPU benchmarking methodology for agentic AI.
by The SE Staff

How Close Are We To Fully Autonomous Chip Design?

Synopsys CEO Sassine Ghazi talks about AI agents, the limits of autonomous engineering, digital twins, and the challenges facing 3D-ICs.
by Ed Sperling

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AI Agent Orchestration For ASIC Autonomy

How to achieve a 10X productivity improvement using AI agents.
by Ed Sperling

Self-Driving Cars Have An Aging Problem

AI workloads are pushing automotive sensors harder, forcing engineers to rethink how long safety-critical systems can be trusted.
by Brendan Heffernan

Chip Industry Week In Review

DAC's big buzz; CHIPS Act $; China's immersion DUV; UMC expands; SIA's state of the industry; DRAM shortages; earnings; PCB design credential program; IBM's quantum advantage; AI security alliance; foreign robotics ban.
by The SE Staff

Chip Industry Week In Review

2D Tunnel FET; in-memory photonic computing; India's $13.4B Semicon 2.0; SEMICON Taiwan; PCIe 6/7 test; MediaTek deal; 300mm Si photonics; InP expansion; $75M to recycle rare earths; GF PDKs; Gain-Cell RAM; edge AI developer tools; heterogeneous HBM; safe AI in SDVs.
by The SE Staff

Chip Industry Week In Review

Lam Research and ASE expansions; data center shifts; CPO system architecture initiative; 2D-transistor interface solution; USENIX HW security; patent suits; image sensors; programmable AI memtransistor; Nvidia's new plan; earnings; Tier IV's L4 auto chip.
by The SE Staff

Copper’s Grip On AI Scaling Is Starting To Slip

As AI clusters push beyond rack-scale limits, optical interconnects and circuit switching are reshaping how data centers scale.
by Bryon Moyer

Chip Industry Week In Review

New Micron lab; chip/AI price jump; multi-die monitoring; cryo links for quantum chips; interconnect RC bottleneck; 18A win; CPO roadmap; 2 new CEOs; humanoid readiness gap; Hot Interconnects.
by The SE Staff

Semiconductor Earnings Roundup: Revenue, Growth and Takeaways

Company-by-company breakdown: Earnings across +80 semiconductor companies show AI-driven demand extending well beyond the usual suspects.
by Linda Christensen
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