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Micron Receives $6.1B in CHIPS Act Funding to Boost US Memory Manufacturing

The Biden-Harris Administration has given Micron Technology up to $6.165 billion in direct funds through the CHIPS Incentives Program to back the company's manufacturing growth. The money will allow Micron to execute its plan announced in October 2022 by investing about $100 billion into Clay, New York fab, and $25 billion into Idaho over 20 years aiming to boost the United States' advanced memory manufacturing from under 2% to around 10% by 2035. This large investment aims to make the U.S. economy stronger by creating a home supply of cutting-edge DRAM chips, moreover it is expected to create approximately 20,000 job across the U.S. Micron plans to spend about $50 billion before 2030 focusing on making more advanced memory semiconductor technology.

Also, the Department of Commerce has put pen to paper on a first draft of terms with Micron. This could lead to funding of up to $275 million to upgrade its Manassas, Virginia plant. The $2 billion investment project aims to bring Micron's 1-alpha technology back to U.S. The 1-alpha process was launched in 2021 and is used for the latest LPDDR5 DRAM chips. This would boost monthly wafer production and create over 400 factory jobs. At its busiest, the project could generate up to 2,700 jobs in the local area.

IBM Expands Quantum Data Center in Poughkeepsie, New York to Advance Algorithm Discovery Globally

IBM announced today the completion of its latest expansion of the IBM Quantum Data Center in Poughkeepsie, New York, which operates the highest number of available utility-scale quantum computers at a single location in the world. These systems are a part of the more than a dozen quantum computers offered to global clients via the IBM cloud.

To advance its mission of bringing useful quantum computing to the world, IBM has heavily invested in deploying advanced quantum hardware architectures. First introduced late last year, the IBM Quantum Heron processor has now been deployed in IBM's global Quantum Data Center in Poughkeepsie.

Critical Hit Games Announces the Release of Nobody Wants to Die

Nobody Wants to Die is an innovative experience taking place in futuristic New York City, inspired by neo-noir films, offering a distinctly visual aesthetic and intriguing plot. Playing as Detective James Karra you investigate crime scenes using time manipulation and advanced technology to uncover clues to unmask a killer in an era where death is a thing of the past and explore the dangers of transhumanism.

"Since the beginning, we've wanted to create a visually spectacular narrative driven game." says Critical Hit Games CEO and Lead Game Designer, Grzegorz Goleń. "Our small, passionate and experienced team have used Unreal Engine 5 to create an incredibly realistic environment and world. We can't wait for players to lose themselves in Nobody Wants to Die's sci-fi world."

Micron Confirms US Fab Expansion Plan: Idaho and New York Fabs by 2026-2029

Micron has announced more precise timeframes for the commencement of operations at its two new memory facilities in the United States during its Q3 FY2024 results presentation. The company expects these fabs, located in Idaho and New York, to begin production between late 2026 and 2029. The Idaho fab, currently under construction near Boise, is slated to start operations between September 2026 and September 2027. Meanwhile, the New York facility is projected to come online in the calendar year 2028 or later, pending the completion of regulatory and permitting processes. These timelines align with Micron's original plans announced in 2022 despite recent spending optimizations. The company emphasizes that these investments are crucial to support supply growth in the latter half of this decade.

Micron's capital expenditure for FY2024 is set at approximately $8 billion, with a planned increase to around $12 billion in FY2025. This substantial rise in spending, targeting a mid-30s percentage of revenue, will support various technological advancements and facility expansions. A substantial portion of this increased investment - over $2 billion - will be dedicated to constructing the new fabs in Idaho and New York. Additional funds will support high-bandwidth memory assembly and testing, as well as the development of other fabrication and back-end facilities. Sanjay Mehrotra, Micron's CEO, underscored the importance of these investments, stating that the new capacity is essential to meet long-term demand and maintain the company's market position. He added that these expansions, combined with ongoing technology transitions in Asian facilities, will enable Micron to grow its memory bit supply in line with industry demand.

CNET Demoted to Untrusted Sources by Wikipedia Editors Due to AI-Generated Content

Once trusted as the staple of technology journalism, the website CNET has been publically demoted to Untrusted Sources on Wikipedia. CNET has faced public criticism since late 2022 for publishing AI-generated articles without disclosing humans did not write them. This practice has culminated in CNET being demoted from Trusted to Untrusted Sources on Wikipedia, following extensive debates between Wikipedia editors. CNET's reputation first declined in 2020 when it was acquired by publisher Red Ventures, who appeared to prioritize advertising and SEO traffic over editorial standards. However, the AI content scandal accelerated CNET's fall from grace. After discovering the AI-written articles, Wikipedia editors argued that CNET should be removed entirely as a reliable source, citing Red Ventures' pattern of misinformation.

One editor called for targeting Red Ventures as "a spam network." AI-generated content poses familiar challenges to spam bots - machine-created text that is frequently low quality or inaccurate. However, CNET claims it has stopped publishing AI content. This controversy highlights rising concerns about AI-generated text online. Using AI-generated stories might seem interesting as it lowers the publishing time; however, these stories usually rank low in the Google search index, as the engine detects and penalizes AI-generated content probably because Google's AI detection algorithms used the same training datasets as models used to write the text. Lawsuits like The New York Times v. OpenAI also allege AIs must scrape vast amounts of text without permission. As AI capabilities advance, maintaining information quality on the web will require increased diligence. But demoting once-reputable sites like CNET as trusted sources when they disregard ethics and quality control helps set a necessary precedent. Below, you can see the Wikipedia table about CNET.

TOP500 Update: Frontier Remains No.1 With Aurora Coming in at No. 2

The 62nd edition of the TOP500 reveals that the Frontier system retains its top spot and is still the only exascale machine on the list. However, five new or upgraded systems have shaken up the Top 10.

Housed at the Oak Ridge National Laboratory (ORNL) in Tennessee, USA, Frontier leads the pack with an HPL score of 1.194 EFlop/s - unchanged from the June 2023 list. Frontier utilizes AMD EPYC 64C 2GHz processors and is based on the latest HPE Cray EX235a architecture. The system has a total of 8,699,904 combined CPU and GPU cores. Additionally, Frontier has an impressive power efficiency rating of 52.59 GFlops/watt and relies on HPE's Slingshot 11 network for data transfer.

GlobalFoundries Announces New General Manager to Lead Malta, NY Manufacturing Site

GlobalFoundries (GF) today announced the appointment of Hui Peng Koh as vice president and general manager of the company's semiconductor manufacturing facility in Malta, New York. Building on her experience in leading the 1,200 strong engineering team in Malta for the last three years, Ms. Koh is stepping up to lead GF's most advanced U.S. fab that supports a wide range of customers. She succeeds long time GF executive and industry veteran Peter Benyon who will retire in early July 2023 after more than 40 years in the semiconductor industry including being part of the GF team since the acquisition of Chartered Semiconductor in 2011.

Ms. Koh, an accomplished leader with more than 23 years of semiconductor manufacturing experience, currently serves as vice president of manufacturing engineering at GF. Prior to her current role, she was the director of lithography and held various leadership positions at the company's Malta facility. Previously, she served in several technology development roles at GF's Singapore campus. Ms. Koh earned her master's degree in materials engineering from Nanyang Technological University in Singapore.

NVIDIA DGX H100 Systems are Now Shipping

Customers from Japan to Ecuador and Sweden are using NVIDIA DGX H100 systems like AI factories to manufacture intelligence. They're creating services that offer AI-driven insights in finance, healthcare, law, IT and telecom—and working to transform their industries in the process. Among the dozens of use cases, one aims to predict how factory equipment will age, so tomorrow's plants can be more efficient.

Called Green Physics AI, it adds information like an object's CO2 footprint, age and energy consumption to SORDI.ai, which claims to be the largest synthetic dataset in manufacturing.

Samsung and Microsoft Open Free-to-Play Gaming Zones in New York, London

Samsung Electronics introduced a new free-to-play "Gaming Zone" with Samsung screens in collaboration with Xbox at Microsoft Experience Centers (MEC) in London and New York. In June of 2022, Microsoft's Xbox joined Samsung Gaming Hub, the world's first smart TV platform to include the Xbox App on Smart TVs. With this partnership, Samsung Gaming Hub users are now able to stream over 100 high-quality games through the Xbox App by subscribing to "Xbox Game Pass."

To bring the experience to more gamers, Samsung Electronics has teamed up with Microsoft to introduce a dedicated space where gamers can play their favorite Xbox games on the Samsung Gaming Hub. Multiple Samsung Smart TVs and gaming monitors have been installed in the MEC to provide an exciting and unique gaming experience. The Gaming Zone in both London and New York City across the Microsoft Experience Centers on Regent Street and Fifth Avenue, now have three dedicated gaming areas incorporating a wide range of Samsung gaming screens for everyone to enjoy - either as a seasoned gamer or those new to cloud gaming.

NVIDIA Announces Microsoft, Tencent, Baidu Adopting CV-CUDA for Computer Vision AI

Microsoft, Tencent and Baidu are adopting NVIDIA CV-CUDA for computer vision AI. NVIDIA CEO Jensen Huang highlighted work in content understanding, visual search and deep learning Tuesday as he announced the beta release for NVIDIA's CV-CUDA—an open-source, GPU-accelerated library for computer vision at cloud scale. "Eighty percent of internet traffic is video, user-generated video content is driving significant growth and consuming massive amounts of power," said Huang in his keynote at NVIDIA's GTC technology conference. "We should accelerate all video processing and reclaim the power."

CV-CUDA promises to help companies across the world build and scale end-to-end, AI-based computer vision and image processing pipelines on GPUs. The majority of internet traffic is video and image data, driving incredible scale in applications such as content creation, visual search and recommendation, and mapping. These applications use a specialized, recurring set of computer vision and image-processing algorithms to process image and video data before and after they're processed by neural networks.

Micron Announces Historic Investment of up to $100 Billion to Build Megafab in Central New York

Micron Technology, Inc., one of the world's largest semiconductor companies and the only U.S.-based manufacturer of memory, today announced plans to build the largest semiconductor fabrication facility in the history of the United States. The new megafab will increase domestic supply of leading-edge memory and create nearly 50,000 New York jobs, including approximately 9,000 high paying Micron jobs.

Micron intends to invest up to $100 billion over the next 20-plus years to construct a new megafab in Clay, New York, with the first phase investment of $20 billion planned by the end of this decade. This represents the largest private investment in New York state history. Micron's investment in Onondaga County, New York, will complement the company's previously announced high-volume manufacturing fab in Boise, Idaho. Micron will design, build and operate the facility in accordance with its sustainability goals. The site could eventually include four 600,000 square foot cleanrooms, for a total of 2.4 million square feet of cleanroom space - the size of approximately 40 U.S. football fields.

GlobalFoundries Plans to Build New Fab in Upstate New York in Private-Public Partnership

GlobalFoundries (GF), the global leader in feature-rich semiconductor manufacturing, today announced its expansion plans for its most advanced manufacturing facility in upstate New York over the coming years. These plans include immediate investments to address the global chip shortage at its existing Fab 8 facility as well as construction of a new fab on the same campus that will double the site's capacity.

The announcement was made as the company convened leaders from government and industry to progress the national discussion around solving U.S. semiconductor supply chain challenges. CEO Tom Caulfield was joined by U.S. Senate Majority Leader Chuck Schumer, U.S. Secretary of Commerce Gina M. Raimondo, former Pentagon officials, and executives from leading companies throughout the semiconductor supply chain.

GF will invest $1 billion to immediately add an additional 150,000 wafers per year within its existing fab to help address the global chip shortage. Following that, GF plans to construct a new fab that will create more than 1,000 new direct high-tech jobs and thousands more indirect jobs including high-paying construction jobs for the region. Following the successful investment model of Fab 8, GF is planning to fund the new facility through private-public partnerships including customers, federal and state investments. This new capacity will serve the growing demand for secure, feature-rich chips needed by high-growth markets including automotive, 5G connectivity and the Internet of Things. The facility will also support national security requirements for a secure supply chain.

GLOBALFOUNDRIES and GlobalWafers Partnering to Expand Semiconductor Wafer Supply

GLOBALFOUNDRIES (GF ), the global leader in feature-rich semiconductor manufacturing, and GlobalWafers Co., Ltd. (GWC), one of the top silicon wafer manufacturers in the world, today announced an $800 million agreement to add 300 mm silicon-on-insulator (SOI) wafer manufacturing and expand existing 200 mm SOI wafer production at GWC's MEMC facility in O'Fallon, Missouri.

The silicon wafers produced by GWC are key input materials for semiconductors and an integral part of GF's supply chain. The wafers are used in GF's multi-billion dollar manufacturing facilities, or fabs, where they are used to manufacture the computer chips that are pervasive and vital to the global economy. Today's announcement expands GF's domestic silicon wafer supply from the United States.

PsiQuantum and GLOBALFOUNDRIES to Build the World's First Full-scale Quantum Computer

PsiQuantum, the leading quantum computing company focused on delivering a 1 million-plus qubit quantum computer, and GLOBALFOUNDRIES (GF ), the global leader in feature-rich semiconductor manufacturing, today announced a major breakthrough in their partnership to build the world's first full-scale commercial quantum computer. The two companies are now manufacturing the silicon photonic and electronic chips that form the foundation of the Q1 system, the first system milestone in PsiQuantum's roadmap to deliver a commercially viable quantum computer with one million qubits (the basic unit of quantum information) and beyond.

PsiQuantum and GF have now demonstrated a world-first ability to manufacture core quantum components, such as single-photon sources and single-photon detectors, with precision and in volume, using the standard manufacturing processes of GF's world-leading semiconductor fab. The companies have also installed proprietary production and manufacturing equipment in two of GF's 300 mm fabs to produce thousands of Q1 silicon photonic chips at its facility in upstate New York, and state-of-the-art electronic control chips at its Fab 1 facility in Dresden, Germany.

GLOBALFOUNDRIES Integrates its Corporate HQ with Fab 8 New York

GLOBALFOUNDRIES (GF), the global leader in feature-rich semiconductor manufacturing, announced today at an onsite event with Senate Majority Leader Chuck Schumer that it will relocate its headquarters to Malta, New York, the site of Fab 8, the company's most advanced semiconductor manufacturing facility—as the company positions itself for growth, strengthens partnerships with customers and recruits new talent. This change is effective today.

GF has invested more than $15 billion in its Fab 8 facility over the last decade to support innovation and manufacturing capacity. In 2021, the company is doubling its planned investment to expand global capacity, with $500 million targeted for Malta, NY alone.

The move from GF's previous headquarters to its state-of-the-art fab in New York is part of the company's commitment to address the soaring global chip demand, with a focus on semiconductor manufacturing innovation. GF will maintain a substantial presence in Santa Clara, California, in the heart of Silicon Valley, where many of GF's leading U.S. customers and ecosystem partners are based.

U.S. DoD Partners with GlobalFoundries to Manufacture Chips at Fab 8, Upstate NY

GLOBALFOUNDRIES (GF), the world's leading specialty foundry, today announced a strategic partnership with the U.S. Department of Defense (DoD) to provide a secure and reliable supply of semiconductor solutions manufactured at GF's Fab 8 in Malta, New York—the company's most advanced semiconductor manufacturing facility. These semiconductor chips will be used in some of the DoD's most sensitive applications for land, air, sea, and space systems.

Under the agreement, GF will provide a supply of chips built at Fab 8 on its differentiated 45 nm SOI platform. The agreement is made possible by Fab 8's compliance with U.S. International Traffic in Arms Regulations (ITAR) and highly restrictive Export Control Classification Numbers under the Export Administration Regulations (EAR).

The new supply agreement builds upon the longstanding partnership between the DoD and GF to provide chips for defense, aerospace, and other sensitive applications. GF currently supplies the DoD with chips manufactured at GF's other on-shore facilities, Fab 10 in East Fishkill, New York, and Fab 9 in Burlington, Vermont.

Hedge Fund Urges Intel to Outsource Chip Production: Reuters

Intel is familiar with chip manufacturing problems since the company started the development of a 10 nm silicon semiconductor node. The latest node is coming years late with many IPs getting held back thanks to the inability of the company to produce it. All of Intel's chip production was historically happening at Intel's facilities, however, given the fact that the demand for 14 nm products is exceeding production capability, the company was forced to turn to external foundries like TSMC to compensate for its lack of capacity. TSMC has a contract with Intel to produce silicon for things like chipsets, which is offloading a lot of capacity for the company. Today, thanks to the exclusive information obtained by Reuters, we have information that a certain New York hedge fund, Third Point LLC, is advising the company about the future of its manufacturing.

The hedge fund is reportedly accounting for about one billion USD worth of assets in Intel, thus making it a huge and one influencing shareholder. The Third Point Chief Executive Daniel Loeb wrote a letter to Intel Chairman Omar Ishrak to take immediate action to boost the company's state as a major provider of processors for PCs and data centers. The company has noted that Intel needs to outsource more of its chip production to satisfy the market needs, so it can stay competitive with the industry. The poor performance of Intel has reflected on the company shares, which have declined about 21% this year. This has awoken the shareholders and now we see that they are demanding more aggressiveness from the company and a plan to outsource more of the chip production to partner foundries like TSMC and Samsung. It remains to be seen how Intel responds and what changes are to take place.

GLOBALFOUNDRIES Acquires Land in Malta, New York for Expansion

GLOBALFOUNDRIES (GF), the world's leading specialty foundry and the leading U.S. pure-play manufacturer of semiconductors, today announced it has secured a purchase option agreement for approximately 66 acres of undeveloped land adjacent to its most advanced manufacturing facility, Fab 8, in Malta, N.Y., near the Luther Forest Technology Campus (LFTC).

The land parcel is located at the southeast end of the New York State Energy Research and Development Authority (NYSERDA) Saratoga Technology + Energy Park (STEP) campus, adjacent to Stonebreak Road Extension, between GF's Fab 8 facility and Hermes Road. Exercising the option to purchase the land and commencement of development to expand GF's Fab 8 facility will be subject to zoning regulations and client demand. The parcel is being sold at Fair Market Value, with a purchase price determined by an independent appraiser.

GLOBALFOUNDRIES Announces 12LP+ Enhanced 12nm Silicon Fabrication Node

GLOBALFOUNDRIES (GF), the world's leading specialty foundry, today announced its most advanced FinFET solution, 12LP+, has completed technology qualification and is ready for production. GF's differentiated 12LP+ solution is optimized for artificial intelligence (AI) training and inference applications. Built on a proven platform with a robust production ecosystem, 12LP+ offers chip designers an efficient development experience and a fast time-to-market.

Contributing to its best-in-class combination of performance, power and area, 12LP+ introduces new features including an updated standard cell library, an interposer for 2.5D packaging, and a low-power 0.5 V Vmin SRAM bitcell that supports the low latency and power-efficient shuttling of data between the AI processors and memory. The result is a semiconductor solution engineered to meet the specific needs of the fast-growing AI market.

Maingear Announces The Maingear LIV: Emergency Pulmonary Ventilator

MAINGEAR—an award-winning PC system integrator of custom gaming desktops, notebooks, and workstations—today announced that they will be utilizing their manufacturing facilities to produce affordable and high-quality emergency ventilators to aid hospitals in the fight against COVID-19. The MAINGEAR LIV can be produced at scale for approximately a quarter of the price of traditional ventilators.

New Jersey-based manufacturer MAINGEAR—known for building the industry's most complex liquid cooling systems and high performance PCs—is located twenty-minutes outside of New York City, the epicenter of the COVID-19 pandemic in the United States. Due to the growing number of infected individuals needing treatment, there are significant shortages of ventilators in New York City hospitals. MAINGEAR is quickly re-tooling much of its production space for mass assembly of the MAINGEAR LIV—an emergency pulmonary ventilator for use in intensive care units on intubated patients.
Maingear LIV ventilator Maingear LIV ventilator

GlobalFoundries Looking for Buyers, Samsung and SK Hynix Seem Interested

GlobalFoundries is looking to be sold lock-stock-and-barrel by its investors, after heavily downsizing and parting with some of its Singapore-based assets recently. Once promising to lead the market with 7 nm and 5 nm advancements, the company crashed out of the sub-10 nm race, making AMD, its biggest customer, look for 7 nm supplies from TSMC. GlobalFoundries is the world's third largest semiconductor foundry service provider, with an 8.4 percent market share, behind TSMC and Samsung. Intel doesn't offer manufacturing services, as its fabs are fully dedicated to manufacturing its own products.

GlobalFoundries's main investor is Abu Dhabi-based Mubadala Technology, which holds a 90 percent stake in the company. Korean semiconductor companies Samsung and SK Hynix are reportedly in the foray to buy out GlobalFoundries, as it would give them a turnkey presence in the US, with its Upstate New York facilities. The company is unlikely to entertain bids from Chinese companies, as CFIUS would likely block the sale. "Global Foundries is unlikely to be bought by a Chinese company such as SMIC in that the U.S. government is keeping China in check in various industries," said an industry insider, adding, "The most potential candidates include South Korean companies such as Samsung Electronics and SK Hynix, and Samsung Electronics can increase its share in the market to 23 percent at once if it takes over Global Foundries."

AMD Doesn't Regret Spinning off GlobalFoundries

AMD co-founder Jerry Sanders, in 2009 was famously quoted as stating that "real men have fabs," a jibe probably targeted at the budding fab-less CPU designers of the time. Years later, AMD spun-off its silicon fabrication business, which with a substantial investment of the Abu Dhabi government through its state-owned Advanced Technology Investment Company (ATIC), became GlobalFoundries (or GloFo in some vernacular). This company built strategic partnerships with the right players in the industry, acquisitions such as IBM's fabs, and is now at the forefront of sub-10 nm fab development. It remained one of AMD's biggest foundry partners besides TSMC and Samsung, and is manufacturing its AMD processors at a brand new facility in Upstate New York, USA.

AMD, on the other hand, doesn't regret spinning off GloFo. Speaking at Merrill Lynch Global Technology and Investment Conference, CTO Mark Papermaster said, that going fab-less has helped AMD focus on chip-design without worrying about manufacturing. Production is no longer a bottleneck for AMD, as it can now put out manufacturing contracts to a wider variety of foundry partners. Its chip-designers aren't limited by the constraints of an in-house fab, and can instead ask external fabs to optimize their nodes for their chip-designs, Papermaster said. 14 nm FinFET has added a level of standardization to the foundry industry.

Trays of AMD Ryzen CPUs Pictured

Feast your eyes on these trays of AMD Ryzen processors. Someone (likely an OEM gaming desktop builder) leaked pictures of several 12-unit trays of AMD Ryzen processors, revealing their package designs. A prominent "Ryzen" branding is printed on the integrated heatspreaders (IHS), besides the part numbers, and the various serial numbers.

The chips boast of "diffused in USA, made in China" markings, denoting that the dies (the actual chips) are made in the USA, at GlobalFoundries' swanky new fab, in upstate New York. The chips are then shipped as wafers to GloFo's facility in China, where the dies are bumped and packaged (mated with the pinned substrate and IHS). AMD is expected to launch the Ryzen line of high-performance desktop processors on the 28th February, 2017.

GlobalFoundries to Skip 10 nm and Jump Straight to 7 nm

Silicon fabrication company GlobalFoundries is reportedly planning to skip development of the 10 nanometer (nm) process, and is aiming to jump straight to 7 nm. The company currently operates a 14 nm FinFET node. In 2015 the company acquired semiconductor manufacturing assets from IBM, and is using them to fast-track its development. When it's ready, the 7 nm node will offer both optical and EUV (extreme ultra-violet) lithography. Driving the EUV product is an IBM 3300 EUV fabricator at the company's advanced patterning center, in its Albany, New York fab.

NVIDIA Unveils Tesla K80 Dual-Chip Compute Accelerator

NVIDIA today unveiled a new addition to the NVIDIA Tesla Accelerated Computing Platform: the Tesla K80 dual-GPU accelerator, the world's highest performance accelerator designed for a wide range of machine learning, data analytics, scientific, and high performance computing (HPC) applications.

The Tesla K80 dual-GPU is the new flagship offering of the Tesla Accelerated Computing Platform, the leading platform for accelerating data analytics and scientific computing. It combines the world's fastest GPU accelerators, the widely used CUDA parallel computing model, and a comprehensive ecosystem of software developers, software vendors, and datacenter system OEMs.
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