Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions wrought by the pandemic, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, SEMI announced today in its Power & Compound Fab Report to 2024.

Billionaire David E. Shaw has spent two decades quietly building highly specialized supercomputers. Anton 3 is his newest ASIC for accelerating molecular-dynamics simulations.

The new Tensilica AI lineup comprises three product tiers that Cadence calls AI Base, AI Boost, and AI Max, along with a new accelerator and a multicore model that can deliver up to 32 TOPS.

The company disclosed architecture and performance details for the processor-in-memory (PIM) version of its popular Aquabolt HBM2. The HBM-PIM, dubbed Aquabolt-XL, adds compute to a drop-in HBM2 stack.

Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.

Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.

IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.