TSMC today unveiled its next cutting-edge logic process technology, A14, at the Company's North America Technology Symposium. Representing a significant advancement from TSMC's industry-leading N2 process, A14 is designed to drive AI transformation forward by delivering faster computing and greater power efficiency. It is also expected to enhance smartphones by improving their on-board AI capabilities, making them even smarter. Planned to enter production in 2028, the current A14 development is progressing smoothly with yield performance ahead of schedule.

Compared with the N2 process, which is about to enter volume production later this year, A14 will offer up to 15% speed improvement at the same power, or up to 30% power reduction at the same speed, along with more than 20% increase in logic density. Leveraging the Company's experience in design-technology co-optimization for nanosheet transistor, TSMC is also evolving its TSMC NanoFlex standard cell architecture to NanoFlex Pro, enabling greater performance, power efficiency and design flexibility.

This month, we at AMD celebrate two significant milestones in the Radeon story. First, the 25th anniversary of Radeon, a journey that began in 2000 with the ATI Radeon DDR card. Back then, 32 MB of VRAM, a 143 MHz clocks, and 30M transistors were cutting-edge tools that sparked your early adventures. Today, those specs are a nostalgic memory, dwarfed by the leaps we've made together culminating in the 24 GB of memory, multi-GHz clocks, and nearly 60B transistors of RDNA 3 cards driving the immersive worlds you now explore. But we're not stopping there. We're proud to continue that innovation journey with the RDNA 4-based Radeon RX 9070 XT and Radeon RX 9070, available starting today. This is more than a new chapter for us, it's a promise to you, the gamers who fuel our passion. We know what matters when you choose your next GPU: raw performance to conquer your favorite titles, tech that's ready for tomorrow's blockbusters, and value that respects your investment. That's precisely what RDNA 4 delivers.

Our goal with RDNA 4 wasn't to chase an elite crown few can reach. Instead, we focused on you, the heart of gaming, crafting cards that bring exceptional power to the setups most of you run. Compared to our last gen, RDNA 4 boosts raster performance for crisper, smoother visuals. Ray tracing throughput doubles, letting you soak in lifelike lighting and reflections without compromise. And with an 8x uplift in machine learning performance, we're unlocking new possibilities - like FSR 4, our latest leap in ML-based upscaling.

Credo Technology Group Holding Ltd (Credo) an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, today announced that its PCI Express (PCIe) 5.0 specification capable "Toucan" retimer has successfully passed the testing at the PCI-SIG Compliance Workshop #133 in Taipei. This milestone confirms the retimer's compliance with the rigorous standards required for PCIe 5.0 technology integrations, and it now will be officially listed on the PCI-SIG Integrators List.

"We are excited to announce that our Toucan retimer has passed the PCI-SIG Compliance Workshop, a critical step in ensuring Credo's PCIe technology solutions seamlessly integrate into the evolving high-performance AI infrastructure," said Phil Kumin, AVP of Product for PCIe/CXL at Credo. "Considering that retimers are required to undergo extensive testing, this achievement not only reinforces our leadership in high-speed connectivity but also provides our customers with the confidence that Credo's products meet the highest standards of interoperability and performance."

pureLiFi, the global leader in LiFi technology, has announced the launch of its ground-breaking LINXC Bridge system, at Mobile World Congress Barcelona. Developed with Solace Power, this innovative solution empowers Fixed Wireless Access (FWA) broadband providers to deliver self-installable, higher quality and more reliable connectivity to consumers using outdoor Customer Premises Equipment (CPE). With this solution broadband customers will experience much faster installation times, more reliable speeds and an improved user experience.

The LINXC Bridge streamlines broadband deployment, eliminating complex installations, significantly reducing subscriber acquisition cost, shortening time to revenue and increasing customer satisfaction. The LINXC Bridge system will be showcased live at the pureLiFi booth (7B27) alongside the latest cutting-edge CPE equipment from demonstration collaborators, Sonim Technologies.

The European Commission today approved funding under the European Chips Act for the Infineon Technologies AG Smart Power Fab in Dresden. The official funding approval from the Federal Ministry for Economic Affairs and Climate Action (BMWK), which is responsible for the disbursement of EU Chips Act funding, is still pending and is expected within the next few months. Additionally, the Smart Power Fab is already receiving support under the European Commission's IPCEI ME/CT ("Important Project of Common European Interest on Microelectronics and Communication Technologies") innovation program. The total funding for the Dresden site amounts to around one billion euros. Construction began in March 2023 and is progressing successfully. The Fab opening is planned for 2026.

"This government-supported investment by Infineon strengthens the position of Dresden, Germany and Europe as a semiconductor hub and promotes a state-of-the-art innovation and production ecosystem for microelectronics," says Jochen Hanebeck, CEO of Infineon. "We are increasing semiconductor capacity in Europe and thus helping secure stable supply chains in automotive, security and industrial fields."

The fourth quarter of 2024 also remained well below the same quarter of the previous year, with a decline of more than 35%. At EUR 704 million, the turnover of FBDi's reporting members was the lowest since the end of 2020. For the whole of 2024, reporting members thus lost 36% of their previous year's turnover, reaching EUR 3464 million.

The biggest losses were suffered by semiconductors, which lost 41% of the previous year's turnover over the year as a whole, ending up at EUR 2192 million. The trend was slightly more positive for IP&E, which achieved a total volume of 1120 million euros for the year as a whole, a decline of only 25%. Especially Electromechanics (-15.8% y-o-y and BtB 1.04) and Power Supplies (-20.0% y-o-y and BtB 1.04) stand out positively.

New technology from Chalmers University of Technology and the University of Gothenburg, Sweden, is helping the EU establish its own competitive computer manufacturing industry. Researchers have developed components critical for optimising on-chip memory, a key factor in enhancing the performance of next-generation computers.

The research leader, Professor Per Stenström, along with colleagues, has discovered new ways to make cache memory work smarter. A cache is a local memory that temporarily stores frequently accessed data, improving a computer's speed and performance. "Our solution enables computers to retrieve data significantly faster than before, as the cache can manage far more processing elements (PEs) than most existing systems. This makes it possible to meet the demands of tomorrow's powerful computers," says Per Stenström, Professor at the Department of Computer Science and Engineering at Chalmers University of Technology and the University of Gothenburg.

OneOdio has unveiled its latest professional-grade headphones, the Studio Max 1, at CES 2025. Known for creating affordable high-quality audio gear, OneOdio collaborated with Italian DJ Arianna to design the new flagship model, targeting DJs and audio professionals. The Studio Max 1 introduces WiLL+ Connection Technology, enabling ultra-low latency of just 20 ms, ideal for real-time audio monitoring and performance. Combined with LDAC and Dual Hi-Res certification, the headphones deliver studio-quality sound reproduction, meeting the demands of professionals in studio and live environments. A standout feature is the flexibility of four operational modes: Wireless DJ, Bluetooth, Wired Monitoring, and Wired DJ.

This versatility allows users to seamlessly adapt the headphones to different performance and work scenarios. DJ Arianna, who showcased the headphones at major European events, highlighted their adaptability and praised their performance in dynamic environments. The headphones also boast a 120-hour battery life, ensuring extended use during long sessions. For noisy settings, Dual-Mic ENC Noise Reduction technology enhances clarity, making the Studio Max 1 an interesting choice for DJs and sound engineers.

According to a recent investigative report, UK-based Imagination Technologies faces allegations of transferring sensitive GPU intellectual property to Chinese companies with potential military connections. The UK-China Transparency organization claims that following its 2020 acquisition by China-controlled investment firm Canyon Bridge, Imagination provided complete access to its GPU IP to Chinese entities with military connections. The report suggests this included sharing detailed architectural documentation typically reserved for premier clients like Apple. At the center of the controversy are Chinese firms Moore Threads and Biren Technology, which have emerged as significant players in China's AI and GPU sectors. The report indicates Moore Threads maintains connections with military GPU suppliers, while Biren Technology has received partial Russian investment.

The organization argues that Canyon Bridge, which has ties to the state-owned China Reform enterprise, helped these technological transfers to benefit China's military-industrial complex. Imagination Technologies has defended its actions, maintaining that all licensing agreements comply with industry standards. The allegations have sparked renewed debate about foreign ownership of strategic technology assets and the effectiveness of current export controls. When Canyon Bridge acquired Imagination in 2020, security experts raised concerns about potential military applications of the firm's technology. UKCT plans to release additional findings, including information from legal disputes involving Imagination's previous management. Rising concerns over technology transfers have prompted governments to reassess export controls and corporate oversight in the semiconductor industry, as nations struggle to balance international commerce with national security priorities. We are yet to see official government response to this situation.

NVIDIA's RTX 5000 series GPU hardware has been leaked repeatedly in the weeks and months leading up to CES 2025, with previous leaks tipping significant updates for the RTX 5070 Ti in the VRAM department. Now, Inno3D is apparently hinting that the RTX 5000 series will also introduce updated machine learning and AI tools to NVIDIA's GPU line-up. An official CES 2025 teaser published by Inno3D, titled "Inno3D At CES 2025, See You In Las Vegas!" makes mention of potential updates to NVIDIA's AI acceleration suite for both gaming and productivity.

The Inno3D teaser specifically points out "Advanced DLSS Technology," "Enhanced Ray Tracing" with new RT cores, "better integration of AI in gaming and content creation," "AI-Enhanced Power Efficiency," AI-powered upscaling tech for content creators, and optimizations for generative AI tasks. All of this sounds like it builds off of previous NVIDIA technology, like RTX Video Super Resolution, although the mention of content creation suggests that it will be more capable than previous efforts, which were seemingly mostly consumer-focussed. Of course, improved RT cores in the new RTX 5000 GPUs is also expected, although it will seemingly be the first time NVIDIA will use AI to enhance power draw, suggesting that the CES announcement will come with new features for the NVIDIA App. The real standout feature, though, are called "Neural Rendering" and "Advanced DLSS," both of which are new nomenclatures. Of course, Advanced DLSS may simply be Inno3D marketing copy, but Neural Rendering suggests that NVIDIA will "Revolutionize how graphics are processed and displayed," which is about as vague as one could be.

Intel Corporation today announced that Eric Meurice, former president, chief executive officer and chairman of ASML Holding N.V., and Steve Sanghi, chairman and interim chief executive officer of Microchip Technology Inc., have been appointed to Intel's board of directors, effective immediately. Both will serve as independent directors.

"Eric and Steve are highly respected leaders in the semiconductor industry whose deep technical expertise, executive experience and operational rigor make them great additions to the Intel board," said Frank D. Yeary, interim executive chair of the Intel board. "As successful CEOs with proven track records of creating shareholder value, they will bring valuable perspectives to the board as the company delivers on its priorities for customers in Intel Products and Intel Foundry, while driving greater efficiency and improving profitability."

NVIDIA has officially released its Llama-3.1-Nemotron-70B-Instruct model. Based on META's Llama3.1 70B, the Nemotron model is a large language model customized by NVIDIA in order to improve the helpfulness of LLM-generated responses. NVIDIA uses fine-tuning structured data to steer the model and allow it to generate more helpful responses. With only 70 billion parameters, the model is punching far above its weight class. The company claims that the model is beating the current top models from leading labs like OpenAI's GPT-4o and Anthropic's Claude 3.5 Sonnet, which are the current leaders across AI benchmarks. In evaluations such as Arena Hard, the NVIDIA Llama3.1 Nemotron 70B is scoring 85 points, while GPT-4o and Sonnet 3.5 score 79.3 and 79.2, respectively. Other benchmarks like AlpacaEval and MT-Bench spot NVIDIA also hold the top spot, with 57.6 and 8.98 scores earned. Claude and GPT reach 52.4 / 8.81 and 57.5 / 8.74, just below Nemotron.

This language model underwent training using reinforcement learning from human feedback (RLHF), specifically employing the REINFORCE algorithm. The process involved a reward model based on a large language model architecture and custom preference prompts designed to guide the model's behavior. The training began with a pre-existing instruction-tuned language model as the starting point. It was trained on Llama-3.1-Nemotron-70B-Reward and HelpSteer2-Preference prompts on a Llama-3.1-70B-Instruct model as the initial policy. Running the model locally requires either four 40 GB or two 80 GB VRAM GPUs and 150 GB of free disk space. We managed to take it for a spin on NVIDIA's website to say hello to TechPowerUp readers. The model also passes the infamous "strawberry" test, where it has to count the number of specific letters in a word, however, it appears that it was part of the fine-tuning data as it fails the next test, shown in the image below.

Neuranics has secured an £800,000 grant from Scottish Enterprise (SE) to support a £2.4 million project aimed at transforming how humans interact with machines through innovative wristband technology. Using Neuranics' patented magnetic sensors, the wristbands will detect muscle activity and precise gestures. This 18-month project will create ten high-tech jobs at the company's Glasgow headquarters and solidify Scotland's position as a leader in wearable technology.

The wristbands, leveraging magnetomyography (MMG) technology and machine learning, will interpret muscle movements through soft bands worn on the arms. Initially targeting extended reality (XR) applications, the device will enable seamless gesture recognition for immersive digital experiences.

The market for artificial intelligence (AI) platforms software grew at a rapid pace in 2023 and is projected to maintain its remarkable momentum, driven by the increasing adoption of AI across many industries. A new International Data Corporation (IDC) forecast shows that worldwide revenue for AI platforms software will grow to $153.0 billion in 2028 with a compound annual growth rate (CAGR) of 40.6% over the 2023-2028 forecast period.

"The AI platforms market shows no signs of slowing down. Rapid innovations in generative AI is changing how companies think about their products, how they develop and deploy AI applications, and how they leverage technology themselves for reinventing their business models and competitive positioning," said Ritu Jyoti, group vice president and general manager of IDC's Artificial Intelligence, Automation, Data and Analytics research. "IDC expects this upward trajectory will continue to accelerate with the emergence of unified platforms for predictive and generative AI that supports interoperating APIs, ecosystem extensibility, and responsible AI adoption at scale."

Cyclic Materials, an advanced metals recycling company building a circular supply chain for rare earth elements and other critical metals, today announced it has received an equity investment from Microsoft's Climate Innovation Fund, an initiative dedicated to accelerating technology development and deployment of new climate innovations. This investment is representative of Microsoft's commitment to a circular economy and interest in hard drive rare earth element recycling.

Over the past two years, Cyclic has developed a patent-pending technology, CC360, to specifically address the challenge of recovering rare earths contained in end-of-life hard drives. While hard drives are typically sent to an IT asset disposal (ITAD) company at the end of life, this disposal process is designed for data destruction, followed by shredding of drives for the recovery of other metals such as gold and silver. The rare earths contained are currently not recovered. With the CC360, ITAD companies can separate a portion of hard drives for rare earth recovery, while retaining the rest of the hard drives for their traditional process. These separated magnets can then be processed by Cyclic Materials' processing technologies, unlocking an additional value stream from hard drive disposal.

Beijing has doubled down on its push for semiconductor self-sufficiency with the establishment of a new $47.5 billion investment fund to accelerate growth in the domestic chip sector. The fund, officially registered on May 24th under the name "China Integrated Circuit Industry Investment Fund Phase III", represents the largest of three state-backed vehicles aimed at cultivating China's semiconductor capabilities. The announcement comes as tensions over advanced chip technology continue to escalate between the U.S. and China. Over the past couple years, Washington has steadily ratcheted up export controls on semiconductors to Beijing over national security concerns about potential military applications. These measures have lent new urgency to China's quest for self-sufficiency in chip design and manufacturing.

With a war chest of 344 billion yuan ($47.5 billion), the "Big Fund" dwarfs the combined capital of the first two semiconductor investment vehicles launched in 2014 and 2019. Officials have outlined a multipronged strategy targeting key bottlenecks, focusing on equipment for chip fabrication plants. The fund has bankrolled major projects such as flash memory maker Yangtze Memory Technologies and leading foundries like SMIC and Huahong. China's homegrown chip industry still needs to catch up to global leaders like Intel, Samsung, and TSMC. However, the immense scale of state-directed capital illustrates Beijing's unwavering commitment to developing a self-reliant supply chain for semiconductors—a technology viewed as indispensable for economic and military competitiveness. News of the "Big Fund" sent Chinese chip stocks surging over 3% on hopes of fresh financing tailwinds.

Apple today announced M4, the latest chip delivering phenomenal performance to the all-new iPad Pro. Built using second-generation 3-nanometer technology, M4 is a system on a chip (SoC) that advances the industry-leading power efficiency of Apple silicon and enables the incredibly thin design of iPad Pro. It also features an entirely new display engine to drive the stunning precision, color, and brightness of the breakthrough Ultra Retina XDR display on iPad Pro. A new CPU has up to 10 cores, while the new 10-core GPU builds on the next-generation GPU architecture introduced in M3, and brings Dynamic Caching, hardware-accelerated ray tracing, and hardware-accelerated mesh shading to iPad for the first time. M4 has Apple's fastest Neural Engine ever, capable of up to 38 trillion operations per second, which is faster than the neural processing unit of any AI PC today. Combined with faster memory bandwidth, along with next-generation machine learning (ML) accelerators in the CPU, and a high-performance GPU, M4 makes the new iPad Pro an outrageously powerful device for artificial intelligence.

"The new iPad Pro with M4 is a great example of how building best-in-class custom silicon enables breakthrough products," said Johny Srouji, Apple's senior vice president of Hardware Technologies. "The power-efficient performance of M4, along with its new display engine, makes the thin design and game-changing display of iPad Pro possible, while fundamental improvements to the CPU, GPU, Neural Engine, and memory system make M4 extremely well suited for the latest applications leveraging AI. Altogether, this new chip makes iPad Pro the most powerful device of its kind."

Micron Technology, Inc., one of the world's largest semiconductor companies and the only U.S.-based manufacturer of memory, and the Biden-Harris Administration today announced that they have signed a non-binding Preliminary Memorandum of Terms (PMT) for $6.1 billion in funding under the CHIPS and Science Act to support planned leading-edge memory manufacturing in Idaho and New York.

The CHIPS and Science Act grants of $6.1 billion will support Micron's plans to invest approximately $50 billion in gross capex for U.S. domestic leading-edge memory manufacturing through 2030. These grants and additional state and local incentives will support the construction of one leading-edge memory manufacturing fab to be co-located with the company's existing leading-edge R&D facility in Boise, Idaho and the construction of two leading-edge memory fabs in Clay, New York.

The US government is investigating the potential national security risks associated with China's involvement in the development of open-source RISC-V chip technology. According to a letter obtained by Reuters, the Department of Commerce has informed US lawmakers that it is actively reviewing the implications of China's work in this area. RISC-V, an open instruction set architecture (ISA) created in 2014 at the University of California, Berkeley, offers an alternative to proprietary and licensed ISAs like those developed by Arm. This open-source ISA can be utilized in a wide range of applications, from AI chips and general-purpose CPUs to high-performance computing applications. Major Chinese tech giants, including Alibaba and Huawei, have already embraced RISC-V, positioning it as a new battleground in the ongoing technological rivalry between the United States and China over cutting-edge semiconductor capabilities.

In November, a group of 18 US lawmakers from both chambers of Congress urged the Biden administration to outline its strategy for preventing China from gaining a dominant position in RISC-V technology, expressing concerns about the potential impact on US national and economic security. While acknowledging the need to address potential risks, the Commerce Department noted in its letter that it must proceed cautiously to avoid unintentionally harming American companies actively participating in international RISC-V development groups. Previous attempts to restrict the transfer of 5G technology to China have created obstacles for US firms involved in global standards bodies where China is also a participant, potentially jeopardizing American leadership in the field. As the review process continues, the Commerce Department faces the delicate task of balancing national security interests with the need to maintain the competitiveness of US companies in the rapidly evolving landscape of open-source chip technologies.

Montage Technology, a leading data processing and interconnect IC company, today announced that it has taken the lead in the trial production of 1st-generation DDR5 Clock Driver (CKD) chips for next-generation client memory. This new product aims to enhance the speed and stability of memory data access to match the ever-increasing CPU operating speed and performance.

Previously, clock driver functionality was integrated into the Registering Clock Driver (RCD) chips used on server RDIMM or LRDIMM modules, not deployed to the PCs. In the DDR5 era, as data rates climb 6400 MT/s and above, the clock driver has emerged as an indispensable component for client memory.

"The Earth is Blue," said Yuri Gagarin, the first human to journey into space. With two-thirds of its surface covered in water, Earth is a planet that exuberates its blue radiance in the dark space. However, today, the scarcity of water is a challenge that planet Earth is confronted with. For some, this may be hard to understand. What happened to our blue planet Earth? To put in numbers, more than 97% of the water on Earth consists of seawater, with another 2% locked in ice caps. That only leaves a mere 1% of water available for our daily use. The problem lies in the fact that this 1% of water is gradually becoming scarcer due to reasons such as climate change, environmental pollution, and population growth, leading to increased water stress. 'Water stress' is quantified by the proportion of water demand to the available water resources on an annual basis, indicating the severity of water scarcity as the stress index rises. Higher stress indexes signify experiencing severe water scarcity.

The semiconductor ecosystem, unsustainable without water
Because water stress issues transcend national boundaries, various stakeholders including international organizations and governments work to negotiate water resource management strategies and promote collaboration. UN designates March 22nd as an annual "World Water Day" to raise awareness about the severity of water scarcity running various campaigns. Now, it's imperative for companies to also take responsibility for the water resources given and pursue sustainable management.

Tenstorrent and MosChip Technologies announced today that they are partnering on design for Tenstorrent's cutting-edge RISC-V solutions. In selecting MosChip Technologies, Tenstorrent stands to strongly advance both its own and its customers' development of RISC-V solutions as they work together on Physical Design, DFT, Verification, and RTL Design services.

"MosChip Technologies is special in that they have unparalleled tape out expertise in design services, with more than 200 multi-million gate ASICs under their belt", said David Bennett, CCO of Tenstorrent. "Partnering with MosChip enables us to design the strongest RISC-V solution we can to serve ourselves, our partners, and our customers alike."

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, is extending its collaboration with TSMC to develop the industry's first technology platform to produce 2 nm semiconductors optimized for accelerated infrastructure.

Behind the Marvell 2 nm platform is the company's industry-leading IP portfolio that covers the full spectrum of infrastructure requirements, including high-speed long-reach SerDes at speeds beyond 200 Gbps, processor subsystems, encryption engines, system-on-chip fabrics, chip-to-chip interconnects, and a variety of high-bandwidth physical layer interfaces for compute, memory, networking and storage architectures. These technologies will serve as the foundation for producing cloud-optimized custom compute accelerators, Ethernet switches, optical and copper interconnect digital signal processors, and other devices for powering AI clusters, cloud data centers and other accelerated infrastructure.

Tech giant Microsoft and Paris-based startup Mistral AI, an innovator in open-source AI model development, have announced a new multi-year partnership to accelerate AI innovation and expand access to Mistral's state-of-the-art models. The collaboration will leverage Azure's cutting-edge AI infrastructure to propel Mistral's research and bring its innovations to more customers globally. The partnership focuses on three core areas. First, Microsoft will provide Mistral with Azure AI supercomputing infrastructure to power advanced AI training and inference for Mistral's flagship models like Mistral-Large. Second, the companies will collaborate on AI research and development to push AI model's boundaries. And third, Azure's enterprise capabilities will give Mistral additional opportunities to promote, sell, and distribute their models to Microsoft customers worldwide.

However, an investment in a European startup can not go smoothly without the constant eyesight of the European Union authorities and regulators to oversee the deal. According to Bloomberg, an EU spokesperson on Tuesday claimed that the EU regulators will perform an analysis of Microsoft's investment into Mistral after receiving a copy of the agreement between the two parties. While there is no formal investigation yet, if EU regulators continue to probe Microsoft's deal and intentions, they could launch a complete formal investigation that could lead to the termination of Microsoft's plans. Of course, the formal investigation is still on hold, but investing in EU startups might become unfeasible for American tech giants if the EU regulators continue to push the scrutiny of every investment made in companies based on EU soil.

The U.S. Department of Commerce today announced $1.5 billion in planned direct funding for GlobalFoundries (Nasdaq: GFS) (GF) as part of the U.S. CHIPS and Science Act. This investment will enable GF to expand and create new manufacturing capacity and capabilities to securely produce more essential chips for automotive, IoT, aerospace, defense, and other vital markets.

New York-headquartered GF, celebrating its 15th year of operations, is the only U.S.-based pure play foundry with a global manufacturing footprint including facilities in the U.S., Europe, and Singapore. GF is the first semiconductor pure play foundry to receive a major award (over $1.5 billion) from the CHIPS and Science Act, designed to strengthen American semiconductor manufacturing, supply chains and national security. The proposed funding will support three GF projects: