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Comcast and Broadcom to Develop the World's First AI-Powered Access Network With Pioneering New Chipset

Comcast and Broadcom today announced joint efforts to develop the world's first AI-powered access network with a new chipset that embeds artificial intelligence (AI) and machine learning (ML) within the nodes, amps and modems that comprise the last few miles of Comcast's network. With these new capabilities broadly deployed throughout the network, Comcast will be able to transform its operations by automating more network functions and deliver an improved customer experience through better and more actionable intelligence.

Additionally, the new chipset will be the first in the world to incorporate DOCSIS 4.0 Full Duplex (FDX), Extended Spectrum (ESD) and the ability to run both simultaneously, enabling Internet service providers across the globe to deliver DOCSIS 4.0 services using a toolkit with technology options to meet their business needs. DOCSIS 4.0 is the next-generation network technology that will introduce symmetrical multi-gigabit Internet speeds, lower latency, and even better security and reliability to hundreds of millions of people and businesses over their existing connections without the need for major construction of new network infrastructure.

MaxLinear Announces Availability of Puma 8, its DOCSIS 4.0 Cable Modem and Gateway Platform

MaxLinear, Inc., a leader in broadband access solutions, today announced the availability of its DOCSIS 4.0 SoC cable modem and gateway platform, Puma 8. Puma 8 builds on the success of its DOCSIS 3.0 and 3.1 predecessors (Puma 6 and 7) and includes all critical elements of a DOCSIS platform, including a low-power, ultra-high split upstream PGA. The platform is compliant to the DOCSIS 4.0 frequency division duplex (FDD) specification and enables immediate large-scale deployments as a DOCSIS 3.1 device with gradual feature expansion options without the need for costly CPE replacements. Complete modem, Embedded Multimedia Terminal Adapter (EMTA), and gateway platforms will be available from MaxLinear's early access OEM partners in 2024.

MaxLinear's DOCSIS 4.0 platform stands out in the market as an energy-efficient, performance-optimized solution. It aligns perfectly with the deployment strategies and technology requirements of leading MSOs. The Puma 8 platform has been specifically tailored to support Extended Spectrum DOCSIS (ESD)/Frequency Division Duplex (FDD), and it boasts a range of energy-saving features. Even at full utilization, its power consumption is impressively low, at just 20-25 W, which is almost half that of competing solutions. This low power consumption enables a fan-less design, resulting in not only cost savings but also space conservation. To achieve peak performance with industry-leading low power consumption, MaxLinear employed a collaborative co-design approach, encompassing the DOCSIS SoC, AnyWAN SoC, and the programmable gain amplifier (PGA).

Intel Core Ultra 9 185H Appears with 16C/22T Configuration at 5.1 GHz

Intel's upcoming Meteor Lake processor family will see the light of the day in mobile version only, with a big re-brand of the Intel Core i naming structure. Slated for a December 14th launch, we are eager to see the official performance figures. However, we are in for a treat today as we have some early performance figures thanks to Geekbench. According to the GB5 run found by BenchLeaks, Intel's Core Ultra 9 185H CPU has appeared to show its configuration, early performance, and boost frequency that is reaching beyond the 5.0 GHz mark.

As the GB5 run suggests, Core Ultra 9 185H is a 16-core CPU with 22 threads, running at 2.5 GHz base frequency. There are six P-cores, eight E-cores, and two SoC-cores on the package of this SKU. During boost, the CPU can reach up to 5.1 GHz and was paired with 64 GB of DDR5 memory. Interestingly, the CPU scored 1849 points in single-threaded tests and 9832 points in multi-threaded tests, which currently doesn't beat top-end Intel mobile HX SKU like i9-13980HX. However, we estimate this was an early engineering sample, and the final product will be more performant.

Qualcomm Oryon PC SoC to be Rebranded as "Snapdragon X"

Qualcomm is poised to significantly rebrand its PC chip lineup as it transitions from the existing 8cx series to the Snapdragon X Series, designed to differentiate its PC chips from Snapdragon processors in mobile devices. The new Snapdragon X Series will incorporate Qualcomm's Oryon CPU SKU, based on Nuvia's IP and praised for its advanced performance and power efficiency. In addition to the new CPU core, Qualcomm also plans to use a dedicated NPU for accelerating on-device AI applications. However, questions remain regarding the reactions of hardware partners, particularly in response to Qualcomm's request for proprietary power management integrated circuits (PMICs) to be used alongside Oryon SoCs.

This strategic rebranding also entails new logos and badges for the system, symbolizing the shift in the product lineup, and the company plans to introduce a simplified tiering structure for its PC ecosystem. Qualcomm currently holds a dominant position as an Arm-based SoC manufacturer for Windows-on-Arm devices. With this rebranding, Qualcomm hopes to position itself competitively in performance and in marketing as well, with established PC chip providers like AMD and Intel, potentially expanding Arm's market share in the PC industry. Further insights and details regarding the Snapdragon X Series will be revealed during the forthcoming Snapdragon Summit, scheduled from October 24 to 26.

Winbond Introduces Innovative CUBE Architecture for Powerful Edge AI Devices

Winbond Electronics Corporation, a leading global supplier of semiconductor memory solutions, has unveiled a powerful enabling technology for affordable Edge AI computing in mainstream use cases. The Company's new customized ultra-bandwidth elements (CUBE) enable memory technology to be optimized for seamless performance running generative AI on hybrid edge/cloud applications.

CUBE enhances the performance of front-end 3D structures such as chip on wafer (CoW) and wafer on wafer (WoW), as well as back-end 2.5D/3D chip on Si-interposer on substrate and fan-out solutions. Designed to meet the growing demands of edge AI computing devices, it is compatible with memory density from 256 Mb to 8 Gb with a single die, and it can also be 3D stacked to enhance bandwidth while reducing data transfer power consumption.

Report: Qualcomm Forces OEMs to Use Its Own PMICs for Oryon SoC

According to SemiAccurate, Qualcomm is currently navigating through many challenges with its Oryon SoC for laptops. The current problem is that Qualcomm is insisting on integrating its own PMICs (Power Management Integrated Circuits), which are inherently designed for cell phones, causing significant compatibility and efficiency issues. This approach is reported to have led to escalated costs and disagreements with OEMs (Original Equipment Manufacturers), seemingly hindering Qualcomm's foothold in the laptop sector. These PMICs are highlighted as unsuitable and highly priced, requiring the adoption of high-density interconnect (HDI) PCBs engineered explicitly for cell phones, thus not designed to meet the current requirements of laptops optimally. The subsequent spike in production costs has ignited conflicts with OEMs, with several contemplating withdrawing from the project.

In response to the rising tensions, Qualcomm is allegedly providing financial compensation to the OEMs, potentially leading to selling SoCs at cost. The only good thing is the reported success of Nuvia-based Oryon SoC. The silicon is perfect at A0 stepping, and performance is reportedly good. However, power usage and efficiency are still in question. Forcing OEMs to use proprietary PMICs will likely have far-reaching impacts on Qualcomm's market strategies and relationships with OEMs. With disputes like this, we expect that Qualcomm-powered laptops are nearing availability, and we could see them in the coming months.

Q2 Revenue for Top 10 Global IC Houses Surges by 12.5% as Q3 on Pace to Set New Record

Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to US $38.1 billion, marking a 12.5% quarterly increase. In this rising tide, NVIDIA seized the crown, officially dethroning Qualcomm as the world's premier IC design house, while the remainder of the leaderboard remained stable.

AI charges ahead, buoying IC design performance amid a seasonal stocking slump
NVIDIA is reaping the rewards of a global transformation. Bolstered by the global demand from CSPs, internet behemoths, and enterprises diving into generative AI and large language models, NVIDIA's data center revenue skyrocketed by a whopping 105%. A deluge of shipments, including the likes of their advanced Hopper and Ampere architecture HGX systems and the high-performing InfinBand, played a pivotal role. Beyond that, both gaming and professional visualization sectors thrived under the allure of fresh product launches. Clocking a Q2 revenue of US$11.33 billion (a 68.3% surge), NVIDIA has vaulted over both Qualcomm and Broadcom to seize the IC design throne.

Intel 288 E-core Xeon "Sierra Forest" Out to Eat AMD EPYC Bergamo's Lunch

Intel at the 2023 InnovatiON event unveiled a 288-core extreme core-count variant of the Xeon "Sierra Forest" processor for high-density servers for scale-out, cloud-native environments. It succeeds the current 144-core model. "Sierra Forest" is a server processor based entirely on efficiency cores, or E-cores, based on the "Sierra Glen" core microarchitecture, a server-grade derivative of "Crestmont," Intel's second-generation E-core that's making a client debut with "Meteor Lake."

Xeon "Sierra Forest" is a chiplet-based processor, much like "Meteor Lake" and the upcoming "Emerald Rapids" server processor. It features a total of five tiles—two Compute tiles, two I/O tiles, and a base tile (interposer). Each of the two Compute tiles is built on the Intel 3 foundry node, a more advanced node than Intel 4, featuring higher-density libraries, and an undisclosed performance/Watt increase. Each tile has 36 "Sierra Glen" E-core clusters, 108 MB of shared L3 cache, 6-channel (12 sub-channel) DDR5 memory controllers, and Foveros tile-to-tile interfaces.

Arm IPO Filing Reveals Development of Reference Designs

British semiconductor specialist firm, Arm Ltd., has has confirmed that it will be offering its clients the option to license "SoC solutions," as opposed to the usual model of paying for intellectual properties. A new Bloomberg article reaffirms previous claims that Arm's engineering department was beavering away on reference chip designs. An IPO filing, registered with the SEC, reveals that various system-on-chip designs are in the pipeline—likely targeting fast-growing tech markets.

An Arm statement explained: "More recently, we have invested in a holistic, solution-focused approach to design, expanding beyond individual design IP elements to providing a more complete system. By delivering SoC solutions optimized for specific use cases, we can ensure that the entire system works together seamlessly to provide maximum performance and efficiency. At the same time, by designing an increasingly greater portion of the overall chip design, we are further reducing incremental development investment and risk borne by our customers while also enabling us to capture more value per device." Arm is probably keen to boost its profit margins, and become more attractive in the eyes of potential investors—lately their designs have been implemented in more expensive product segments, namely automotive, client PCs, and cloud data center solutions.

MediaTek Successfully Develops First Chip Using TSMC's 3 nm Process, Set for Volume Production in 2024

MediaTek and TSMC today announced that MediaTek has successfully developed its first chip using TSMC's leading-edge 3 nm technology, taping out MediaTek's flagship Dimensity system-on-chip (SoC) with volume production expected next year. This marks a significant milestone in the long-standing strategic partnership between MediaTek and TSMC, with both companies taking full advantage of their strengths in chip design and manufacturing to jointly create flagship SoCs with high performance and low power features, empowering global end devices.

"We are committed to our vision of using the world's most advanced technology to create cutting edge products that improve our lives in meaningful ways," said Joe Chen, President of MediaTek. "TSMC's consistent and high-quality manufacturing capabilities enable MediaTek to fully demonstrate its superior design in flagship chipsets, offering the highest performance and quality solutions to our global customers and enhancing the user experience in the flagship market."

QuickLogic & YorChip Collaborate on Development of Low-Power, Low-Cost UCIe FPGA Chiplets

QuickLogic Corporation, a developer of embedded FPGA (eFPGA) IP, ruggedized FPGAs and Endpoint AI/ML solutions, and YorChip, a pioneering startup specializing in UCIe-compatible IP, have formed a strategic partnership to revolutionize the world of FPGA chiplets. The collaboration will result in a groundbreaking lineup of FPGA chiplets optimized for low power consumption and low cost, opening new possibilities for a wide range of applications, including the fast-growing edge IoT and AI/ML markets.

According to Yole Group, a market research company, by 2023, they expect chiplet adoption will lead to a TAM of chiplet-based integrated circuits in excess of $200B, across the consumer, automotive defense, aerospace, industrial, and medical markets. Since discrete FPGAs are already prevalent in those same markets, wide adoption of eFPGA-based UCIe (Unified Chiplet Interconnect Express) enabled chiplets is expected, and QuickLogic and YorChip are well-positioned to capitalize on this growth opportunity.

AMD Reports Second Quarter 2023 Financial Results, Revenue Down 18% YoY

AMD today announced revenue for the second quarter of 2023 of $5.4 billion, gross margin of 46%, operating loss of $20 million, net income of $27 million and diluted earnings per share of $0.02. On a non-GAAP basis, gross margin was 50%, operating income was $1.1 billion, net income was $948 million and diluted earnings per share was $0.58.

"We delivered strong results in the second quarter as 4th Gen EPYC and Ryzen 7000 processors ramped significantly," said AMD Chair and CEO Dr. Lisa Su. "Our AI engagements increased by more than seven times in the quarter as multiple customers initiated or expanded programs supporting future deployments of Instinct accelerators at scale. We made strong progress meeting key hardware and software milestones to address the growing customer pull for our data center AI solutions and are on-track to launch and ramp production of MI300 accelerators in the fourth quarter."

China Hosts 40% of all Arm-based Servers in the World

The escalating challenges in acquiring high-performance x86 servers have prompted Chinese data center companies to accelerate the shift to Arm-based system-on-chips (SoCs). Investment banking firm Bernstein reports that approximately 40% of all Arm-powered servers globally are currently being used in China. While most servers operate on x86 processors from AMD and Intel, there's a growing preference for Arm-based SoCs, especially in the Chinese market. Several global tech giants, including AWS, Ampere, Google, Fujitsu, Microsoft, and Nvidia, have already adopted or developed Arm-powered SoCs. However, Arm-based SoCs are increasingly favorable for Chinese firms, given the difficulty in consistently sourcing Intel's Xeon or AMD's EPYC. Chinese companies like Alibaba, Huawei, and Phytium are pioneering the development of these Arm-based SoCs for client and data center processors.

However, the US government's restrictions present some challenges. Both Huawei and Phytium, blacklisted by the US, cannot access TSMC's cutting-edge process technologies, limiting their ability to produce competitive processors. Although Alibaba's T-Head can leverage TSMC's latest innovations, it can't license Arm's high-performance computing Neoverse V-series CPU cores due to various export control rules. Despite these challenges, many chip designers are considering alternatives such as RISC-V, an unrestricted, rapidly evolving open-source instruction set architecture (ISA) suitable for designing highly customized general-purpose cores for specific workloads. Still, with the backing of influential firms like AWS, Google, Nvidia, Microsoft, Qualcomm, and Samsung, the Armv8 and Armv9 instruction set architectures continue to hold an edge over RISC-V. These companies' support ensures that the software ecosystem remains compatible with their CPUs, which will likely continue to drive the adoption of Arm in the data center space.

AMD's Upcoming Strix Halo Mobile SoC Said To Feature 16 Cores, Improved IO Die and GPU

Based on details posted on Twitter/X by a pair of well known leakers, AMD appears to be working on a pair of different Ryzen 8000-series mobile processors. The previously known Strix Point is said to get up to four Zen 5 cores and eight Zen 5c cores, whereas the Strix Halo is said to get 16 Zen 5 cores, according to @Olrak29_. This is something that was posted by Moore's Law is Dead back in April as well, who claimed the chip will launch sometime at the end of 2024. MLID also suggested that the Strix Halo will feature a 40 CU GPU and a 256-bit LPDDR5X memory interface, making it a very different proposition from your average APU from AMD.

@kopite7kimi chimes in on Twitter to point out that "Strix Halo looks like a desktop Zen 5 with a different IOD." This is definitely something that would be possible for AMD to do and if we look at the MLID information, the Strix Halo processor appears to have something called a Mall Cache, which seems to be something of a catch all cache for the various components inside the chip, such as the AI Engine and the GPU. Time will tell if AMD delivers on Strix Halo or not, but this might be the first notebook processor that can handle gaming at a decent resolution without needing a discrete GPU. Then again, with a rumoured peak TDP of 120 W, this chip is also going to run hotter and draw more power than most mobile processors to date.

Samsung Electronics Announces Second Quarter 2023 Results

Samsung Electronics today reported financial results for the second quarter ended June 30, 2023. The Company posted KRW 60.01 trillion in consolidated revenue, a 6% decline from the previous quarter, mainly due to a decline in smartphone shipments despite a slight recovery in revenue of the DS (Device Solutions) Division. Operating profit rose sequentially to KRW 0.67 trillion as the DS Division posted a narrower loss, while Samsung Display Corporation (SDC) and the Digital Appliances Business saw improved profitability.

The Memory Business saw results improve from the previous quarter as its focus on High Bandwidth Memory (HBM) and DDR5 products in anticipation of robust demand for AI applications led to higher-than-guided DRAM shipments. System semiconductors posted a decline in profit due to lower utilization rates on weak demand from major applications.

AYANEO Presents Kun Handheld 8.4-inch Gaming PC Powered by AMD Ryzen 7 7840U

AYANEO, an Asian manufacturer known for its mobile handhelds, has introduced a new device, the AYANEO Kun. The Kun is powered by the latest AMD Ryzen 7 7840U mobile processor from the Ryzen 7040 series. This SoC includes eight Zen 4 cores and an integrated graphics unit based on the RDNA 3 architecture with 12 compute units. The console's dimensions stand at 312 x 133 x 21.9 mm, making it slightly wider but slimmer than ASUS's ROG Ally, with the exact weight yet to be disclosed. Kun's battery capacity is rated for 75Wh, as compared to other handhelds' 40 Wh, potentially indicating a longer battery life.

The AYANEO Kun's other notable features include its 8.4-inch display with an IPS panel and resolution of 1,920 x 1,200 pixels. For controls, the device utilizes a D-Pad and two Hall sensor-equipped joysticks for gaming. The shoulder buttons also employ Hall sensor technology. There are touchpads on either side of the display, along with other function keys and the A/B/X/Y keys. For the first time, AYANEO has integrated buttons at the back of the device, offering customizable functions. The device provides two Type-C (likely USB4), one USB Type-A, and one 3.5 mm jack connection. More comprehensive technical details, model variants, and pricing information are to be released during the official unveiling of the AYANEO Kun scheduled for August.

Intel Alder Lake-N50 SoC Outed by Geekbench Test

A new entry has appeared on the Geekbench Browser database—very early this morning—apparently pointing to the lowest model sitting within the ranks of Intel's Alder Lake-N CPU series. According to leaked Geekbench 6.1 test results, as spotted by Benchleaks, the evaluated system was running on an "Intel N50" processor. This truly entry-point 6 W TDP SoC seems to feature two Gracemont efficiency cores with a 997 MHz base clock and a boost capability of 3.4 GHz. You are not getting any hyper-threading here. The integrated GPU is reported to sport 16 Execution Units—the more powerful N200, Core i3-N305 and Core i3-N300 Alder Lake-N siblings have double that count (32 EUs).

The benchmarked N50 system achieved overall scores of 1054 (single core) and 1388 (multi-threaded). Geekbench Browser states that the tested build had 8 GB of RAM (single channel), with the OS being Microsoft Windows 10 IoT Enterprise LTSC (64-bit) on a balanced power plan. VideoCardz was somewhat impressed with the plucky 6 W TDP chip offering comparable performance to decade old CPUs, albeit with a much lower power draw. The N50's single core result positions it closer to Intel fourth Gen Core Haswell mobile processors or first generation Ryzen CPUs, but the multi-core score is a bit of letdown—perhaps comparable to Intel Core 2 and AMD FX series models.

Infineon Welcomes Introduction of a Voluntary U.S. IoT Security Label

Today, U.S. Deputy National Security Advisor Anne Neuberger, Chairwoman of the Federal Communications Commission (FCC) Jessica Rosenworcel, and Laurie Locascio, Director of the National Institute of Standards and Technology (NIST) unveiled the U.S. national IoT security label at the White House.

Infineon Technologies AG supports this action to address the growing need for IoT security. The new label supports the IoT security requirements under NISTIR 8425, which resulted from an Executive Order to improve the nation's cybersecurity. This label will recognize products that meet these requirements by permitting them to display a U.S. government label and be listed in a registry indicating that these products meet U.S. cybersecurity standards.

Intel N100 Quad E-Core Gaming Performance Assessed

Team Pandory has tested the gaming potential of an Intel Alder-Lake-N SoC—not many outlets have bothered to give the N100 much coverage in this aspect, since the chip's makeup is E-core only and it only offers single-channel memory support. Team Blue has emphasized power efficiency rather than raw performance with its super low budget 2022 successor to old Pentium and Celeron processor product lines. The utilization of modern Gracemount CPU cores does it some favors—notably granting L3 cache support, but the chip has been designed with entry-level productivity in mind.

Naturally, in-game testing focuses attention on the N100's integrated GPU, based on Team Blue's Xe-LP architecture—it features 24 execution units (EUs), support for AV1 decode capabilities, and 8K 60 FPS video playback. Arc Alchemist offers roughly double the performance when compared to the Xe-LP iGPU, so we are not expecting a big "wow factor" to be delivered by the plucky Alder-Lake-N SoC (6 W TDP). Team Pandory benchmarked a laptop sporting a single stick of 8 GB DDR5 RAM and the N100 quad E-core CPU (capable of 3.4 GHz turbo boosting), with 6 MB of L3 cache. The ultra portable device was able to hit 60 FPS in a couple of older games, but the majority of tested titles ran at 20 to 30 20 FPS (on average). Graphics settings were universally set to minimum, with a resolution of 1280 x 720 (720p) across ten games: CS:GO, Dota 2, Forza Horizon 4, Genshin Impact, GTA V, Grid Autosport, Minecraft, Resident Evil 5, Skyrim, and Sleeping Dogs.

NVIDIA DRIVE Orin SoC Key Component in XPENG G6 Coupe SUV

China electric vehicle maker XPENG Motors has announced its new G6 coupe SUV—featuring an NVIDIA-powered intelligent advanced driver assistance system—is now available to the China market. The G6 is XPENG's first model featuring the company's proprietary Smart Electric Platform Architecture (SEPA) 2.0, which aims to reduce development and manufacturing costs and shorten R&D cycles since the modular architecture will be compatible with future models.

The electric SUV also features the XPENG Navigation Guided Pilot (XNGP), a full scenario-based intelligent assisted driving system. It's powered by the cutting-edge NVIDIA DRIVE Orin compute and XPENG's full-stack software developed in-house. The XNGP system first made its debut in the EV maker's flagship G9 SUV, touting a safe, reliable, advanced driving experience behind the wheel.

Qualcomm Introduces Value Oriented Snapdragon 4 Gen 2 Mobile Platform

Qualcomm Technologies, Inc. has announced the new Snapdragon 4 Gen 2 Mobile Platform, which has been creatively engineered to make incredible mobile experiences accessible to more consumers globally. Snapdragon 4 Gen 2 provides effortless, all-day use with fast CPU speeds, sharp photography and videography, plus speedy 5G and Wi-Fi for reliable connections.

"Snapdragon - at its core - is driving innovation while meeting the demands of OEMs and the broader industry," said Matthew Lopatka, director of product management, Qualcomm Technologies, Inc. "With this generational advancement in the Snapdragon 4-series, consumers will have greater access to the most popular and relevant mobile features and capabilities. We optimized every aspect of the platform in order to maximize the experiences for users."

Tachyum Readying First Tape-out of its Prodigy SoCs

Tachyum announced today it will cease taking orders for its Prodigy Universal Processor Field Programmable Gate Array (FPGA) emulation system boards effective immediately. The company releases the final Prodigy build for tape-out. New partners and customers who wish to work with Prodigy FPGAs for product evaluation, performance measurements, software development, debugging and compatibility testing can arrange for private testing in Tachyum's facility. As these are shared systems, they can't be used for classified or proprietary data or data subject to regulatory governance.

The Prodigy hardware emulator consists of multiple FPGA and IO boards connected by cables in a rack. A single board with four FPGAs emulates eight Prodigy processor cores (a small fraction of the final Prodigy product design, which consists of 128 cores) including vector and matrix fixed and floating-point processing units. Deploying more FPGAs will improve test cycles by orders of magnitudes to achieve target quality, a risk reduction mechanism for early adopters.

AMD Introduces World's Largest FPGA-Based Adaptive SoC for Emulation and Prototyping

AMD today announced the AMD Versal Premium VP1902 adaptive system-on-chip (SoC), the world's largest adaptive SoC. The VP1902 adaptive SoC is an emulation-class, chiplet-based device designed to streamline the verification of increasingly complex semiconductor designs. Offering 2X the capacity over the prior generation, designers can confidently innovate and validate application-specific integrated circuits (ASICs) and SoC designs to help bring next generation technologies to market faster.

AI workloads are driving increased complexity in chipmaking, requiring next-generation solutions to develop the chips of tomorrow. FPGA-based emulation and prototyping provides the highest level of performance, allowing faster silicon verification and enabling developers to shift left in the design cycle and begin software development well before silicon tape-out. AMD, through Xilinx, brings over 17 years of leadership and six generations of the industry's highest capacity emulation devices, which have nearly doubled in capacity each generation.

Broadcom Announces Availability of Second-Generation Wi-Fi 7 Wireless Connectivity Chips

Broadcom Inc. today announced sample availability of its second generation of wireless connectivity chipset solutions for the Wi-Fi 7 ecosystem, spanning Wi-Fi routers, residential gateways, enterprise access points, and client devices. The new chips build on the ecosystem of products with Broadcom's first-generation Wi-Fi 7 chips while delivering additional functionality to a wider market.

The first chip, the BCM6765, is a highly-optimized residential access point chip that supports 320 MHz 2-stream Wi-Fi operation. This new platform system-on-chip (SoC) allows the productization of Wi-Fi 7 mass-market access points and smart repeater solutions which span the spectrum of cost, form factor, and performance. The second chip, the BCM47722, is an enterprise access point chip that also supports 320 MHz 2-stream operation along with dual IoT radios that support simultaneous operation for Bluetooth Low Energy (BLE), Zigbee, Thread, and Matter protocols. This SoC addresses the growing needs of Internet of things (IoT) applications in the enterprise Wi-Fi market. The third chip, the BCM4390, is a low-power Wi-Fi, Bluetooth, and 802.15.4 combo chip designed for use in mobile devices such as handsets and tablets. It supports 160 MHz 2-stream Wi-Fi operation, dual Bluetooth, and Zigbee, Thread, and Matter protocols to service a broad set of mobile markets.

Global Top Ten IC Design Houses Break Even in Q1, Hope for Recovery in Q2 Bolstered by AI Demand

TrendForce reports that inventory reduction in Q1 fell short of expectations and coincided with the industry's traditional off-season, leading to overall subdued demand. However, due to new product release and a surge in urgent orders for specialized specifications, Q1 revenue of the global top ten IC design houses remained on par with 4Q22, with a modest QoQ increase of 0.1% for a total revenue of US$33.86 billion. Changes in ranking included Cirrus Logic slipping from the top ten as well as the ninth and tenth positions being replaced by WillSemi and MPS, respectively. The rest of the rankings remained unchanged.

The smartphone supply continues to grapple with overstock, but AI applications are entering a period of rapid growth
Qualcomm witnessed an uptick in its revenue, largely attributed to the launch and subsequent shipments of its latest flagship chip, the Snapdragon 8Gen2. The company saw 6.1% in QoQ growth in its smartphone business, which effectively offset the downturn from its automotive and IoT sectors. As a result, Qualcomm's Q1 revenue increased marginally by 0.6%, cementing its position at the top of the pack with a market share of 23.5%.
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