Sanjay Jha is moderating an intriguing panel discussion at GSA (Global Semiconductor Alliance ) executive forum now Rene Haas : insatiable demand driven by AI speed up our roadmap. Software does not die, AI is an additional demands for hardware. Life science and drug development will be the next big thing. Anirudh Devgan : AI is in the phase 1 of infrastructure and phase 2 of AI in existing application, 3rd phase is AI new application. Cadence is engaging phase 1 by enabling AI Chips, and phase 2 which drive design automation. 3DIC is natural extension of Moore's law. Optimistic about power, as new Innovation along the way will bend the straight line projection usually seen in the early inning of technology like AI. Real value realization will mostly be vertical based, not the horizontal LLM. AI will move from infrastructure AI, physical AI(automotive, robotics) to the horizon 3, that is likely AI biggest apps such as AI for science, particularly life science Sandra Rivera : AI impact is multi facets. First it is a TAM expansion for FPGA, which is needed as co-accelerator. AI is also embedded in placement tool and in even in basic fabrics, which will be making FPGA better. Power is the single Largest limiter for AI deployment. Also, Should AI be better regulated than what happened in social media, leading to the data security and privacy. Tien Wu : AI has driven ASE to increase capex to 4B This year from 2B last year due to systematic complexity, not just technology but the more players in ecosystem, which breaks the traditional pricing. AI has made us seeing the first time that Hardware is the bottleneck in term of improvement and return in profit. US has the data and economic scale to deploy AI across all sectors in term of efficiency improvement, given US also has been a highly "wasteful" nation.
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ICYMI: Semiconductor Engineering explores how AI is bringing the problem of connecting different data types and processes to the forefront
While AI holds the potential to change how companies interact throughout the global semiconductor ecosystem, gluing together different data types and processes that can be shared between companies that in the past had little or no direct connections. This is explored in a special report from Semiconductor Engineering, with comments from Expedera Inc.'s Patrick Donnelly. https://lnkd.in/gCMtsnSy
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In international markets, a big theme of investor interest relates to companies developing the underlying technology that powers AI. This includes the designers and manufacturers of the advanced semiconductors necessary to run AI. Learn more from Harding Loevner's latest Out of Our Minds perspective.
Chips of the Trade: TSMC, Samsung Benefit from AI Demand - Harding Loevner
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Biden Administration Asks Companies to Build 'Digital Twins' of AI Chips The Biden medication is looking for proposals from companies that tin found and run an instauration that volition make “digital twins” of semiconductors, with the accidental to person up to $285 cardinal successful funding. Ed Begley Jr. Talks Climate Change and Sustainability The CHIPS Manufacturing USA institute volition focus connected integer twins, oregon virtual models, of semiconductors, which person the aforesaid structure, make-up, and behaviour of a carnal chip, making it easier to simulate however a spot mightiness enactment successful antithetic scenarios earlier going into production. The institute volition absorption connected the development, testing, and usage of integer twins for spot manufacturing, precocious packaging, spot assembly, and testing. Digital twins tin beryllium successful the cloud, truthful allowing for much collaboration betwixt engineers and researchers crossed the U.S., the Biden medication said. This volition supply opportunities for faster innovation and trim probe and improvement costs, it added. “Digital duplicate exertion tin assistance to spark innovation successful research, development, and manufacturing of semiconductors crossed the state — but lone if we put successful America’s knowing and quality of this caller technology,” Secretary of Commerce Gina Raimondo said successful a statement, adding that the caller institute “will not lone assistance to marque America a person successful processing this caller exertion for the semiconductor industry, it volition besides assistance bid the adjacent procreation of American workers and researchers to usage integer twins for aboriginal advances successful R&D and accumulation of chips.” Digital duplicate exertion tin besides beryllium integrated with artificial quality and different emerging technologies to boost the gait of spot improvement and manufacturing successful the U.S., the Biden medication said. The $285 cardinal allocation from the CHIPS and Science Act volition enactment probe to make integer twins, establishing carnal and integer facilities crossed the country, and workforce training, among different things. The Biden medication volition hold briefings with funny companies this period to sermon backing opportunities. “Digital duplicate exertion volition assistance alteration the semiconductor industry,” Laurie Locascio, Under Secretary of Commerce for Standards and Technology and manager of the National Institute of Standards and Technology (NIST), said. “This historical concern successful the CHIPS Manufacturing USA institute volition assistance unite the semiconductor manufacture to unlock the tremendous imaginable of integer duplicate exertion for breakthrough discoveries.” The Chips...
Biden Administration Asks Companies to Build 'Digital Twins' of AI Chips The Biden medication is looking for proposals from companies that tin found and run an instauration that volition make “digital twins” of semiconductors, with the accidental to person up to $285 cardinal successful funding. Ed Begley Jr. Talks Climate Change and Sustainability The CHIPS Manufacturing U...
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A new thought-provoking article by McKinsey explores the transformative power of Generative AI in the semiconductor industry. This technology has the potential to reshape the entire semiconductor value chain, from design to manufacturing and testing. McKinsey's research suggests that Generative AI can enable semiconductor companies to tackle complex design challenges, optimize chip performance, and reduce time-to-market. By leveraging machine learning algorithms, Generative AI can generate thousands of design options, leading to breakthrough innovations and improved product quality. This article provides a comprehensive overview of the opportunities and implications of Generative AI in the semiconductor industry. If you're interested in the intersection of AI and semiconductors, this is a must-read!
Generative AI: The next S-curve for the semiconductor industry?
mckinsey.dsmn8.com
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The actual benefit of the development of the AI industry in the United States is the chip manufacturing industry, and the actual benefits of the AI industry cannot cover the costs of power consumption and R & D labor.
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A new thought-provoking article by McKinsey explores the transformative power of Generative AI in the semiconductor industry. This technology has the potential to reshape the entire semiconductor value chain, from design to manufacturing and testing. McKinsey's research suggests that Generative AI can enable semiconductor companies to tackle complex design challenges, optimize chip performance, and reduce time-to-market. By leveraging machine learning algorithms, Generative AI can generate thousands of design options, leading to breakthrough innovations and improved product quality. This article provides a comprehensive overview of the opportunities and implications of Generative AI in the semiconductor industry. If you're interested in the intersection of AI and semiconductors, this is a must-read!
Generative AI: The next S-curve for the semiconductor industry?
mckinsey.dsmn8.com
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Very informative report from McKinsey & Company. One of the aspects that is not discussed in detail in the report is how the semiconductor industry itself might adopt #GenerativeAI to keep with the demand
According to McKinsey & Company, the #semiconductor industry is approaching a new S-curve with #GenAI, leaving executives wondering if the industry will be able to keep up. Articul8 is helping enterprises transform end-to-end semiconductor value chain from GenAI-assisted chip design that drives forward-thinking innovation, down to improved machine productivity through predictive maintenance & technician co-pilots.
Generative AI: The next S-curve for the semiconductor industry?
mckinsey.com
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A new thought-provoking article by McKinsey explores the transformative power of Generative AI in the semiconductor industry. This technology has the potential to reshape the entire semiconductor value chain, from design to manufacturing and testing. McKinsey's research suggests that Generative AI can enable semiconductor companies to tackle complex design challenges, optimize chip performance, and reduce time-to-market. By leveraging machine learning algorithms, Generative AI can generate thousands of design options, leading to breakthrough innovations and improved product quality. This article provides a comprehensive overview of the opportunities and implications of Generative AI in the semiconductor industry. If you're interested in the intersection of AI and semiconductors, this is a must-read!
Generative AI: The next S-curve for the semiconductor industry?
mckinsey.dsmn8.com
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Our CEO Kai Beckmann was a guest on the AI Applied! Together with Jaeden Schafer & Conor Grennan, he discussed #ArtificialIntelligence and what it takes to continually enhance such #technologies and others. At the heart of the conversation was #semiconductor manufacturing — a topic that was once only for true passionate, but has now long become a subject of discussion among acquaintances, friends, and family. Our Materials Intelligence™ acts as a catalyst for innovative solutions in chip manufacturing. 🚀 Structures on cutting-edge chips are applied at atomic dimensions. Materials and processes are increasingly reaching their limits and must be rethought. And it's about much more than just silicon. Despite growing challenges, the ambitions of the semiconductor industry remain unbroken, and further groundbreaking achievements are just a matter of time. ⌛ Tune in and learn what's behind some of the most exciting technologies of our time 🔗 http://ms.spr.ly/6047YFGlU
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The future lies at the intersection of AI, software, and semiconductor hardware. Let’s embrace this convergence and shape a world where technology serves humanity more intelligently than ever before.
How AI and software can improve semiconductor chips | Accenture interview
https://venturebeat.com
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