News
Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025
TrendForce reports that while major North American cloud service providers continue to drive AI server market growth, geopolitical tensions and US export restrictions impacting China have slightly tempered projections for 2025. Global AI server shipments are now expected to grow by 24.3% year-on-year, influenced by evolving demand dynamics and strategic shifts among key players like Microsoft, Google, and Meta.
Launches
CEO Interview with Dr. Naveen Verma of EnCharge AI
EnCharge AI has launched the EN100 chip, an analog in-memory computing solution designed for edge devices and AI inference applications. This innovative chip achieves over 200 TOPS while consuming minimal power, enabling advanced AI functionalities in energy-constrained environments. Dr. Naveen Verma emphasizes the chip’s capacity to enhance AI deployment across various applications, from IoT to sophisticated local AI processing.
Charts
Quantum Machine Learning Improves Semiconductor Manufacturing for First Time
Recent research reveals how quantum machine learning (QML) can significantly enhance semiconductor fabrication. By applying QML to model Ohmic contact resistance in semiconductor materials, researchers achieved better performance than conventional methods, potentially revolutionizing chip manufacturing processes.
Research
Robotic Probe Quickly Measures Semiconductor Properties to Accelerate Solar Panel Development
MIT researchers have developed an autonomous robotic system capable of rapidly measuring photoconductivity in semiconductor materials. This breakthrough increases the pace of discovering new materials for solar cells, ultimately aiding in the enhancement of solar panel efficiency. The robot’s ability to perform over 125 measurements per hour showcases the potential for automation in materials science.
Insight
CEO Interview with Peter L. Levin of Amida
Peter L. Levin discusses the Achilles platform, a pre-synthesis tool developed by Amida to predict and mitigate vulnerabilities in semiconductor devices. This innovative approach addresses critical security challenges in semiconductor design, emphasizing the need for proactive measures in a landscape increasingly threatened by cyber risks. Levin’s insights highlight the importance of integrating security into the semiconductor manufacturing process from the outset.
Stay tuned for more updates and insights in the fast-evolving semiconductor industry, where innovation continues to shape the future.