News
Intel facing another crossroads: 18 A or 14A process node
Intel is navigating significant challenges ahead of its Q2 2025 earnings report. The company is focusing on restructuring its foundry business and deciding whether to proceed with its costly 18A process node or shift to the 14A node, which has garnered more external collaboration. Analysts warn that without securing external customers, Intel may have to reassess its foundry ambitions and possibly abandon the 14A development.
Launches
SpiNNcloud Sells Neuromorphic Supercomputer For Drug Discovery
SpiNNcloud has successfully delivered a neuromorphic supercomputer to the University of Leipzig for drug discovery, utilizing its second-generation 4320-chip SpiNNaker system. This innovative architecture allows for highly parallel processing, significantly improving energy efficiency and computational speed for tasks such as protein folding simulations.
Charts
Charting Data Center Growth and Energy Consumption
As investment in data centers approaches half a trillion dollars, there is growing concern over their rising electricity demand. Current data shows that data centers already account for 4.4% of U.S. electricity demand, projected to triple by 2028. Innovative AI solutions, like those from Bay Compute, aim to reduce consumption by up to 20%, showcasing the industry’s shift towards sustainability.
Research
Computer Architecture Extending The Von Neumann Model With A Dedicated Reasoning Unit
A new paper from TU Munich and Pace University proposes an innovative architecture that enhances the Von Neumann model with a dedicated Reasoning Unit (RU). This architecture aims to facilitate artificial general intelligence by allowing complex reasoning and planning tasks to be executed directly within the hardware, paving the way for more efficient AI systems.
Insight
CEO Interview with Jon Kemp of Qnity
Jon Kemp, the CEO-Elect of Qnity, discusses the upcoming spin-off from DuPont and the company’s strategic focus on high-performance electronic materials. He emphasizes the importance of supply chain resilience and sustainability in meeting the growing demands of advanced computing and connectivity technologies.
Stay tuned for more updates as we continue to bring you the latest developments in the semiconductor industry, focusing on innovations, research breakthroughs, and market trends that shape our future.