Nvidia CEO touts chipmaker's data center market potential | Micron posted an unexpected profit on AI demand | SEMI: Global 300mm fab equipment spending likely to reach $137B in 2027
March 21, 2024
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Today's Tech Buzz
Intel plans to invest $100 billion in a massive expansion of its US-based chip manufacturing facilities in a move largely fueled by federal grants, loans and the promise of hefty tax breaks. The cornerstone of this investment is the creation of what the firm says will be the world's largest AI chip manufacturing site near Columbus, Ohio, which the firm hopes to use as a springboard for its bid to regain industry leadership from rivals like Taiwan Semiconductor Manufacturing Co.
Full Story: Reuters (3/20) 
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ICs, Memory & More
Nvidia CEO Jensen Huang says the company's Blackwell architecture AI GPU series has the potential to boost its data center market scale as much as 25%, or up to $250 billion. Huang sees a place for humans in AI systems to guide software and develop algorithms, and says Nvidia is focused on "this one niche called accelerated computing and AI" in the wider semiconductor landscape.
Full Story: DigiTimes (3/21) 
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Micron Technology is pointing to an increase in AI adoption for its above-estimate third-quarter revenue forecast and a per-share quarterly profit after five quarters of losses. The company's high bandwidth memory chips are sold out for this year and next year's supply has mostly been allocated, CEO Sanjay Mehrotra reports.
Full Story: Reuters (3/20) 
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Going Green
Rob Green, chief digital officer of Insight Enterprises, offers ways to build a powerful AI ecosystem while maintaining sustainability. Promote sustainability best practices with strong data governance and curation to reduce storage and power consumptions, Green writes.
Full Story: Forbes (tiered subscription model) (3/20) 
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Semiconductors in Action
Neuralink, the brain-chip startup from Elon Musk, livestreamed a chess game with implanted patient Noland Arbaugh moving the cursor with the device. Kip Ludwig, formerly of the National Institutes of Health, called the advancement "a good starting point," but noted it's still early in the post-implantation stage.
Full Story: Reuters (3/21) 
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Testing & Standards
Nvidia's Blackwell graphics processing unit is scheduled for release this year and is expected to be a significant improvement for AI computing. The chiplet design will likely bring a boost to power and efficiency, and the Blackwell Tensor Core micro-tensor scaling support allows for faster execution and high levels of accuracy with 4-bit floating point.
Full Story: Electronic Design (3/20) 
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JEDEC News
JEDEC is the global leader in developing standards for the microelectronics industry, bringing together thousands of member company volunteers in over 100 technical committees and task groups to meet the needs of every industry segment. JEDEC is pleased to extend a warm welcome to new member companies who joined the start of 2024: ASUSTeK Computer, Barrie Technology Co., Ltd., Blue Cheetah Analog Design Inc., Brite Semiconductor (Shanghai) Co., Ltd., eTopus, Ford Motor Company , Fujian Jinhua Integrated Circuit Co. Ltd., GP&E Co. Ltd., Hosin Global Electronics Co. Ltd., IM2 Solutions Inc., InnoGrit Corporation, ipTest UK ltd, Oxide Computer Company, Partstack Corporation, Powerchip Micro Devices, Sanechips Technology Co. Ltd., Shinon Corporation, SiPearl SAS, Space R3, Tsavorite Scalable Intelligence and Wistron Corporation. Interested in JEDEC membership for your company? Find out more and join today.
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March is Women's History Month
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