The year 2021 was strange, you can read more of it from A 2021 technology retrospective: Strange days indeed. But how strange will 2022 be? Here are some predictions for year 2022:
2022 preview: Will the global computer chip shortage ever end?
The growing demand for computer chips, used in everything from cars to fridges, has collided with the effects of the coronavirus pandemic, leading to a global shortage that is likely to continue through 2022
Read more: https://www.newscientist.com/article/2022-2022-preview-will-the-global-computer-chip-shortage-ever-end/#ixzz7GqrP1H9A
Industry Transforming In Ways Previously Unimaginable
https://semiengineering.com/industry-transforming-in-ways-previously-unimaginable/?cmid=3dedf05d-0284-497a-b015-daf7747872e6
As we look back over 2021, there have certainly been some surprises, but the industry continues to take everything in its stride.
2022 tech themes: A look ahead
https://www.edn.com/2022-tech-themes-a-look-ahead/
The continued COVID-19 question mark: The world quickly and dramatically changed. It hasn’t yet reverted to pre-pandemic characteristics, and it very likely never will. Sad but true, the pandemic isn’t even close to being over yet.
Deep learning’s Cambrian moment: Look at today’s participant-rich deep learning silicon and software market, spanning both training and inference.
The ongoing importance of architecture: As the number of transistors that it’s possible to cost-effectively squeeze onto a sliver of silicon continues to slow, what you build out of those transistors becomes increasingly critical.
Open source processors’ time in the sun: There is a burgeoning RISC-V movement. It’s likely a little-known fact to some of you, that a public domain instruction set for v2 and earlier versions of the Arm ISA exists. And both Sun (with OpenSPARC) and IBM (OpenPOWER) have also joined the open-source silicon movement.
The normalization of remote work (and the “Great Resignation’s” aftershocks): I suspect that, to at least a notable degree, we won’t ever completely return to the “way it was before.” In fact, I’d wager that having a taste of a work-from-home or “hybrid” employment lifestyle is one of the key factors behind the so-called “Great Resignation” that tech and broader media alike inform me is well underway.
The metaverse starts to stir: Perhaps we’ll look back at 2022 as the year when the crossing of the chasm started in earnest.
Autonomy slowly accelerates: 2021 was another year filled with fully autonomous car tests and premature “coming soon” pronouncements; 2022 will likely be the same.
Batteries get ever denser, ever more plentiful, and ever cheaper
Space travel becomes commonplace
Global semiconductor industry forecasts for 2022
https://www.digitimes.com/news/a20211229VL205.html
“2021 is the year that everyone remembered that chip mattered,” said Wired Magazine. So far 2022 seems likely to be another fruitful year for the semiconductor industry.
World Semiconductor Trade Statistics (WSTS) also has predicted that the global semiconductor market is projected to grow by 8.8 percent in 2022, to US$ 601 billion, driven by double-digit growth of the sensors and logic category. All regions and all product categories are expected to continue positive growth. Wafer foundry manufacturers sales likely to remain strong due to tight supply. 5G smartphone silicon content increase to drive demand for foundry service higher. Demand for digital transformation is here to stay, no sign of weakening for foundry service sales.
The COVID-19 pandemic accelerated digital transformation over the past two years. Work from home, virtual conference, and remote learning have driven up the demand for cloud computing, laptops, and servers, and hence the sales growth of related semiconductor products. Demands for CPU, GPU, AI accelerator (including FPGA) foundry services will remain strong in 2022 because trends such as virtual conferences, live streaming, and large capex of data centers are likely to stay. Long-term demands for customized chips in IoT, 5G infrastructure, HPC, and EV applications, like ADAS, autonomous driving, V2X, in-Vehicle Infotainment, will provide robust growth momentum for chip foundry services.
Chip crunch is not ending in 2022, as the lead time of some electronic components is stretching into 2023. Meanwhile, the increasing adoption of RISC-V open standard instruction set architecture is an important trend that can not be ignored. RISC-V market will double its size in 2022, compared to 2021, as it is attracting small and medium-size chip designers and manufacturers, especially those in China. RISC-V designs are now being used by Qualcomm, Samsung, Google, Microchip, Nvidia, and more.
Taiwan’s chip industry emerges as a battlefront in US-China showdown
https://www.taipeitimes.com/News/editorials/archives/2022/01/01/2003770517
The country dominates production of chips used in almost all civilian and military technologies. That leaves the US and Chinese economies reliant on plants that would be in the line of fire in an attack on Taiwan. The vulnerability is stoking alarm in Washington
40 prosenttia pienempiä latureita
https://etn.fi/index.php?option=com_content&view=article&id=12981&via=n&datum=2021-12-20_14:53:12&mottagare=30929
The size of a standard mobile phone charger can be reduced by up to 40 percent when using GaN components or it can be designed to produce more power in the same size. GaN chargers are becoming the most popular charger technology for billions of devices, so it’s no wonder that European semiconductor giant STMicroelectronics is also excited about them.
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Tomi Engdahl says:
Pelipuhelimet tämän hetken tehokkaimmat Android-luurit
https://etn.fi/index.php/13-news/14229-pelipuhelimet-taemaen-hetken-tehokkaimmat-android-luurit
AnTuTu on listannut tämän hetken tehokkaimmat Android-puhelimet. Listan kärjestä löytyy kaksi Asusin pelibrändin eli ROG:n pelipuhelinta. Listan kärjessä on ROG Phone 6 ja kakkosena kuvan Pro-versio.
Kolmen kärkeen sijoittuminen edellytti uusinta Qualcommin prosessoria eli Snapdragon 8+ Gen 1-suoritinta. Pitää myös huomata, että kovimpia pisteitä AnTuTun rankkauksessa saa vain, mikäli laitteessa on paljon työmuistia. ROG Phone 6:ssa muistia on 16 gigatavua ja Pro-versiossa peräti 18 gigatavua.
Tomi Engdahl says:
Chinese Chips Are Being Artificially Slowed To Dodge US Export Regulations
https://hackaday.com/2022/11/09/chinese-chips-are-being-artificially-slowed-to-dodge-us-export-regulations/
Once upon a time, countries protected their domestic industries with tariffs on imports. This gave the home side a price advantage over companies operating overseas, but the practice has somewhat fallen out of fashion in the past few decades.
These days, governments are altogether more creative, using fancy export controls to protect their interests. To that end, the United States enacted an export restriction on high-powered computing devices. In response, Chinese designers are attempting to artificially slow their hardware to dodge these rules.
Chinese chip designers slow down processors to dodge US sanctions
Cutting-edge semiconductor companies tweak specs to comply with export controls.
https://arstechnica.com/tech-policy/2022/11/chinese-chip-designers-slow-down-processors-to-dodge-us-sanctions/
Alibaba and start-up Biren Technology are tweaking their most advanced chip designs to reduce processing speeds and avoid US-imposed sanctions aimed at suppressing Chinese computing power.
Alibaba, Biren, and other Chinese design houses have spent years and millions of dollars creating the blueprints for advanced processors to power the country’s next generation of supercomputers, artificial intelligence algorithms and data centers. These are produced offshore by the world’s biggest contract chipmaker, Taiwan Semiconductor Manufacturing.
But sanctions announced by Washington last month that cap the processing power of any semiconductor shipped into China without a license have thrown a wrench into their ambitions.
Both Alibaba and Biren had already conducted expensive test runs of their latest chips at TSMC when Washington unveiled the controls. The rules have forced the companies to halt further production and make changes to their designs, according to six people briefed on the situation.
They mark another blow for Alibaba, the tech group founded by billionaire Jack Ma. Its shares have lost 80 percent of their value since Beijing canceled sister group Ant’s initial public offering two years ago. The group’s new chip was to be its first graphics processing unit and was close to being unveiled, according to three people close to the matter.
The US export controls extend to third-country chip manufacturers because almost all semiconductor fabrication plants use American components or software, meaning the rules may amount to an embargo on all high-end processors entering China. Washington earlier restricted such imports from California chip companies Nvidia and AMD.
Meanwhile, China’s own domestic chip plants are possibly decades away from producing cutting-edge chips such as those designed by Alibaba and Biren.
“Attempting to freeze a country in place for a technological level of hardware is a big deal,” said Paul Triolo, head of tech policy at consulting group ASG. “That is what the US is trying to do by restricting sales and closing off the manufacturing road map to get to these advanced levels of hardware.”
Triolo said high-end processors were the building blocks for research into supercomputing and AI, which power everything from autonomous driving to drug discovery. “If Commerce doesn’t give out licenses then China has a real problem,” he said.
However, the US Department of Commerce was unlikely to grant such licenses, said Kevin Wolf, an expert on export controls at Akin Gump. “This part of the rule states that such applications will be ‘presumptively denied,’” he said.
China’s semiconductor design sector is quickly catching up to US rivals, helped by huge funding from the government and venture capitalists.
A person close to TSMC said Biren’s public presentations touting its processors had forced the contract chipmaker to halt supplies because the chips’ performance probably met the specifications banned by the US restrictions. “Unless they can prove that they are OK under the export controls, we will not be able to ship to them,” the person said. “Whenever there is a red flag, we will have to review.”
Chinese engineers said figuring out what was compliant was complicated because of Washington’s unclear rules for calculating a key metric in the thresholds for chips, called the bidirectional transfer rate, or the speed with which they send data to each other. The export controls cap chips at below 600 gigabytes per second (GB/s).
“There are several ways in which [this transfer rate] can be calculated,”
Archived versions of Biren’s website from before the US imposed sanctions show specifications for its first processor, the BR100, that would give it a transfer rate of 640 GB/s, exceeding the US limits. Now Biren’s site shows slower specs for the BR100 of 576 GB/s, according to calculations from research group Bernstein.
Dylan Patel, chief analyst at semiconductor research group SemiAnalysis, who first noticed Biren’s change of specs, said the company was attempting to slow down its processors by disabling part of the chip.
“They are not changing the chip design, so it’s like saying ‘pinky promise we won’t re-enable it later on’ and it’s unclear if the [US] government will accept that,” said Patel.
Biren celebrated the unveiling of its “record-breaking” new chip line in August with a lavish press conference attended by Shanghai’s top officials. But its website has deleted one photo from the event: founder Mike Hong posing in front of the chip’s specs.
People briefed on the situation at Alibaba’s T-Head semiconductor unit said the team was studying how to modify its new 5-nanometer processor designed for AI work. Changes being contemplated could require another production test run at TSMC, which would mean a months-long delay and could cost $10 million or more, they said.
Tomi Engdahl says:
Dylan Martin / The Register:
Intel announces the Xeon CPU Max Series and Data Center GPU Max Series, set to arrive in early 2023 and power the US Department of Energy’s Aurora supercomputer
Intel takes on AMD and Nvidia with mad ‘Max’ chips for HPC
x86 giant goes all-in with high-bandwidth memory
https://www.theregister.com/2022/11/09/intel_max/
Intel’s latest plan to ward off rivals from high-performance computing workloads involves a CPU with large stacks of high-bandwidth memory and new kinds of accelerators, plus its long-awaited datacenter GPU that will go head-to-head against Nvidia’s most powerful chips.
After multiple delays, the x86 giant on Wednesday formally introduced the new Xeon CPU family formerly known as Sapphire Rapids HBM and its new datacenter GPU better known as Ponte Vecchio. Now you will know them as the Intel Xeon CPU Max Series and the Intel Data Center GPU Max Series, respectively, which were among the bevy of details shared by Intel today, including performance comparisons.
Tomi Engdahl says:
Bloomberg:
Amazon becomes the world’s first public company to lose $1T in market value, from $1.88T in July 2021 to ~$879B; Microsoft has lost $889B since November 2021
Amazon Becomes World’s First Public Company to Lose $1 Trillion in Market Value
https://www.bloomberg.com/news/articles/2022-11-09/amazon-hits-unwelcome-milestone-with-1-trillion-in-value-lost#xj4y7vzkg
Amazon market cap shrinks to $879 billion from $1.88 trillion
Microsoft is close behind with $889 billion in value lost
Amazon.com Inc. is the world’s first public company to lose a trillion dollars in market value as a combination of rising inflation, tightening monetary policies and disappointing earnings updates triggered a historic selloff in the stock this year.
Shares in the e-commerce and cloud company fell 4.3% on Wednesday, pushing its market value to about $879 billion from a record close at $1.88 trillion on July 2021. Amazon and Microsoft Corp. were neck-and-neck in the race to breach the unwelcome milestone, with the Windows software maker close behind after having
Tomi Engdahl says:
COM Express -kortit saavat nopeammat sarjaväylät
https://etn.fi/index.php/13-news/14230-com-express-kortit-saavat-nopeammat-sarjavaeylaet
COM Express on erittäin suosittu sulautettujen laitteiden korttiformaatti. Nyt alan standardeja kehittävä PICMG-konsortio on lanseerannut COM Expressiin uuden version 3.1. Se on ratifioitu tukemaan nopeita sarjaliitäntöjä, kuten PCIe Gen 4 ja USB4.
Nämä uudet väylärajapinnat pidentävät COM Expressin käyttöaikaa johtavana Computer-on-Module (COM) -standardina erilaisissa suorituskykyisissä järjestelmissä. Nopeaa signalointia tukemaan on COM Expressin tyypin 6, 7 ja 10 liitäntöihin lisätty rinnalle 16 gigabitin liitin. Myös SATA Gen 3 -signaalin eheys- ja häviöbudjettitiedot on lisätty jokaiselle tyypille.
Nämä parannukset liittyvät nastoituksen päivityksiin, mukaan lukien valinnainen USB4 (tyyppi 6), MIPI-CSI-liittimet (tyypit 6, 10), SoundWire (tyypit 6, 10) sekä ylimääräinen yleiskäyttöinen SPI-liitäntä (tyypit 6, 10). CEI-signalointia tukeva 10 GbE-liitäntä ja IPMB-hallintaliitäntä on myös nyt määritelty Type 7 -liitännässä osana COM.0 R3.1 -määritystä.
https://www.picmg.org/openstandards/com-express/
Tomi Engdahl says:
https://etn.fi/index.php/13-news/14236-applen-sovelluskaupasta-katosi-yli-puoli-miljoonaa-sovellusta
Suurin sovelluskauppa on edelleen Google Play Store, jossa sovelluksia on hieman yli 3,5 miljoonaa. Applen kauppa tulee selvänä kakkosena ja kolmanneksi eniten sovelluksia on Amazonin Appstoressa, hieman yli 483 tuhatta.
Huawein Appgalleryssä sovelusten määrä on juuri ylittänyt 220 tuhatta. Määrä on yli kaksinkertaistunut vuoden aikana, joten Appgallery on matkalla kolmanneksi suurimmaksi sovelluskaupaksi. Tämä tapahtuu ehkä jo ensi vuoden aikana.
Tomi Engdahl says:
Biden’s hugely consequential high-tech export ban on China, explained by an expert
The ban on semiconductor exports to China is one of the most important policy moves of the year — and could set off a geopolitical quake.
https://www.vox.com/world/2022/11/5/23440525/biden-administration-semiconductor-export-ban-china
Tomi Engdahl says:
Qualcomm: Arm threatens to end CPU licensing, charge device makers instead
Snapdragon giant warns of dramatic shift in business model
https://www.theregister.com/2022/11/01/qualcomm_arm_cpu/
Tomi Engdahl says:
Connecting the dots: SaaS and alts
https://techcrunch.com/2022/11/05/connecting-the-dots-saas-and-alts/
Shrinking SaaS multiples, hard times for IPOs
Alex and I spent quite a bit of time this week diving into Battery Ventures’ “State of the OpenCloud 2022” report. It brought some forward-looking data to our attention — for instance, on cloud adoption — but also confirmed something impossible to ignore: That SaaS multiples — enterprise value compared to revenue projections — are shrinking.
“The median forward multiple for SaaS companies has fallen from about 16x forward revenues to roughly 6x today,” Battery general partner Dharmesh Thakker told us.
Multiples haven’t only shrunk, but they have also range-compressed, with fewer rewards for the fastest-growing companies compared to slower-growing ones. There are many factors at play, but the gist of it is that profitability seems to matter again to the markets.
Tomi Engdahl says:
The (open) source of cutting-edge innovation
https://research.redhat.com/blog/2022/10/27/the-open-source-of-cutting-edge-innovation/
Where do people come together to make cutting-edge invention and innovation happen?
Tomi Engdahl says:
Future humans will have deformed bodies and ‘second eyelid’ due to overuse of tech
https://metro.co.uk/2022/11/03/humans-will-have-deformed-bodies-and-second-eyelid-from-tech-overuse-17691609/
Cramped fingers? Crooked neck? Aching elbows?
You, my friend, are using too much technology.
It’s time to put down the smartphone, game controller or TV remote and step away from the screen.
Or else, you could end up looking like Mindy here
Tomi Engdahl says:
https://www.cnet.com/tech/services-and-software/phone-dying-fast-try-turning-this-setting-off/
Tomi Engdahl says:
https://www.enertec.fi/natiivi/3561/automatisoikaa-kaikki-jonka-voi-automatisoida
Tomi Engdahl says:
https://www.uusiteknologia.fi/2022/10/28/apple-on-kestavan-kehityksen-ykkosinnovaattori/
Tomi Engdahl says:
Meta lays off thousands, FTX collapses, and Twitter has a very weird week
https://techcrunch.com/2022/11/12/meta-lays-off-thousands-ftx-collapses-and-twitter-has-a-very-weird-week/?tpcc=tcplusfacebook
Twitter had a week so strange that it could easily make up this entire newsletter
Tomi Engdahl says:
https://hackaday.com/2022/11/15/new-part-day-the-smallest-batteries-you-have-ever-seen/
Tomi Engdahl says:
Miles Kruppa / Wall Street Journal:
Activist investor TCI, which has a $6B+ stake in Alphabet, calls on the company to aggressively reduce headcount and cut costs in its long-term bets like Waymo — Hedge fund says company would be more efficient with fewer employees — Activist hedge fund TCI Fund Management called …
Activist Investor TCI Calls on Google Parent Alphabet to Slash Costs
Hedge fund says company would be more efficient with fewer employees
https://www.wsj.com/articles/activist-investor-calls-on-google-parent-alphabet-to-slash-costs-11668528859?mod=djemalertNEWS
Activist hedge fund TCI Fund Management called on Google parent Alphabet Inc. GOOG 2.80% to aggressively cut costs and reduce losses in long-term bets such as the self-driving car unit Waymo, claiming the company would be more efficient with fewer employees.
“We are writing to express our view that the cost base of Alphabet is too high and management needs to take aggressive action,” TCI wrote in the letter, signed by Managing Director Christopher Hohn. “The company has too many employees and the cost per employee is too high.”
The move adds to the pressure on technology companies to tamp down costs following a stretch through the pandemic when they invested heavily in employees and facilities. Those bets were based on the expectation that they would sustain high rates of growth, which hasn’t come to pass.
‘A highly bloated cost base doesn’t serve the ability of a company to reinvest and for the stock price to appreciate.’
— TCI Fund Management’s Christopher Hohn
Google reported a fifth consecutive quarter of slowing sales growth and the first recorded annual drop in advertising sales on its YouTube video platform in the most recent financial period, sending shares tumbling.
It is rare for big technology companies to face campaigns from activists such as TCI.
Tomi Engdahl says:
Mark Gurman / Bloomberg:
Internal meeting: Tim Cook told German engineering and retail staff that Apple plans to start sourcing chips from a plant under construction in Arizona in 2024 — Apple Inc. is preparing to begin sourcing chips for its devices from a plant under construction in Arizona …
Apple Prepares to Get Made-in-US Chips in Pivot From Asia
https://www.bloomberg.com/news/articles/2022-11-15/apple-prepares-to-get-made-in-us-chips-in-pivot-from-asia-supply#xj4y7vzkg
Company plans to source chips from Arizona plant in 2024
CEO Tim Cook makes comments about expansion during meeting
Apple Inc. is preparing to begin sourcing chips for its devices from a plant under construction in Arizona, marking a major step toward reducing the company’s reliance on Asian production.
Tomi Engdahl says:
Hartley Charlton / MacRumors:
Apple plans to expand Emergency SOS via Satellite to France, Germany, Ireland, and the UK in December 2022, expanding the service beyond the US and Canada
iPhone 14′s Emergency SOS via Satellite Feature to Expand to France, Germany, Ireland, and the UK Next Month
https://www.macrumors.com/2022/11/15/emergency-sos-to-expand-to-additional-countries/
In its press release announcing that Emergency SOS and Find My via satellite for the iPhone 14 and iPhone 14 Pro models will roll out later today, Apple mentioned that the feature will be coming to France, Germany, Ireland, and the UK in December, following the debut of the service in North America. In September, a report claimed that Apple would launch Emergency SOS via satellite in additional countries before the end of 2022, followed by even more regions next year.
The feature is set to officially launch later today for iPhone 14 users running iOS 16.1 in the United States and Canada only. The service is included for free for two years starting at the time of activation of a new iPhone 14 model.
Tomi Engdahl says:
Sanna Marin: EU:n pitää katkaista teknologinen riippuvuus Kiinasta
https://etn.fi/index.php/13-news/14268-sanna-marin-eu-n-pitaeae-katkaista-teknologinen-riippuvuus-kiinasta
Pääministeri Sanna Marin täytti tänään alkaneen Slushin päälavan katsomot. Slushin toimitusjohtaja Eerika Savolaisen haastattelussa Marin vaati Eurooppaa katkaisemaan teknologisen riippuvuutensa Kiinasta.
- Emme voi olla riippuvaisia Kiinasta. Taloudellisia suhteita ei pidä katkaista, mutta emme voi olla asemassa, jossa erilaisella logiikalla toimiva autoritaarinen maa pystyy kiristämään meitä, Marin sanoi.
Marinin mukaan Eurooppa on oppinut läksynsä kantapään kautta, kun Venäjä hyökkäsi Ukrainaan. Venäjälle Marinilla ei juuri sympatiaa heru. – Taloudelliset suhteet pitää katkaista, Venäjä pitää saada häviämään sota ja viedä joukkonsa pois Ukrainasta.
- Pelkään, että teemme teknologian ja digitaalisuuden kanssa saman virheen kuin energian kanssa. Luulimme, että tiivis taloudellinen suhde estäisi sodan, mutta olimme väärässä.
Tomi Engdahl says:
Interview: Stuart Semple On Pantone, Freetone, Colour, And Open Source
https://hackaday.com/2022/11/16/interview-stuart-semple-on-pantone-freetone-colour-and-open-source/
We recently covered the removal of Pantone colour support from the Adobe cloud products, with the two companies now expecting artists and designers to pay an extra subscription for a Pantone plugin or face losing their Pantone-coloured work to a sea of black blocks.
Stuart Semple is probably one of the more famous contemporary British artists, but in relation to this story it’s his activism over the issue of colours and intellectual property that makes him an authority. He’s drawn attention to the issue by releasing his own art materials in colours that directly challenge those which companies have tried to claim for themselves, and is perhaps best known in our community for challenging Anish Kapoor’s exclusive licence for VantaBlack, the so-called “world’s blackest pigment”.
Most recently in response to the Adobe/Pantone controversy he’s released Freetone, a free plugin for the Adobe suite that in the words from its web page contains “1280 Liberated colours are extremely Pantoneish and reminiscent of those found in the most iconic colour book of all time. In fact it’s been argued that they are indistinguishable from those behind the Adobe paywall”. I had a phone conversation with him, in which he explained why Freetone had come into being.
FREETONE – Pantone-ish colour palette for Adobe products by Stuart Semple
https://culturehustle.com/products/freetone
FREETONE by Stuart Semple contains 1280 colours including digital versions of his Pinkest Pink, Incredibly Kelinish Blue, Black 3.0 and TIFF.
A SIMPLE & TOTALLY FREE COLOUR PALETTE PLUGIN FOR ADOBE
That unlocks a whole books worth of very Pantone-ish colours.
1280 Liberated colours are extremely Pantoneish and reminiscent of those found in the most iconic colour book of all time. In fact it’s been argued that they are indistinguishable from those behind the Adobe paywall.
AFTER YOU DOWNLOAD HERE’S WHAT TO DO
how to use FREETONE in Illustrator and Photoshop
Tomi Engdahl says:
The United States made a major breakthrough with another advanced lithography machine, the implementation of 0.7nm chips, while ASML’s EUV lithography machine is struggling to make 2nm and 1nm chips.
#chip #ic #euv #lithography #ZyvexLitho1 #communication #automobile #aerospace #stm #ebl #euvlithography #wafers #semiconductors #IntegratedCircuits #Electronics #DRexIC #DRexElectronics #DRex
0.7nm Chip was Made! EUV Lithography to be Replaced?
https://www.icdrex.com/0-7nm-chip-was-made-euv-lithography-to-be-replaced/
The United States made a major breakthrough with another advanced lithography machine, the implementation of 0.7nm chips, while ASML’s EUV lithography machine is struggling to make 2nm and 1nm chips.
According to the current development speed of TSMC, it will take at least 6-7 years to realize the 0.7nm process. While China is still in the 28nm process stage, it can realize up to 14nm technology. Therefore, it may take 15 years or more for Chinese chips to reach the 0.7nm technology in the United States in terms of process technology. It can only be said that there is a long way to go!
On September 21st, American company Zyvex Labs announced the launch of its state-of-the-art lithography system – ZyvexLitho1, It is the world’s highest-resolution lithography system. This tool uses quantum physics techniques to achieve atomic precision patterning and sub-nanometer resolution.
The report further notes that ZyvexLitho1 is a Scanning Tunneling Microscopy (STM) based instrument, Uses Electron beam lithography (e-beam lithography, EBL) to produce a chip with a line width of 0.7nm. This accuracy is much higher than that of the EUV lithography system, equivalent to With a width of 2 silicon atoms, it is the lithography system with the highest manufacturing precision.
Tomi Engdahl says:
Four Startups Aim to Change the Climate Tech Game Repurposing oil wells and cooling via outer space are among carbon reduction technologies in the works
https://spectrum.ieee.org/climate-tech
Tomi Engdahl says:
Top500: Frontier Still #1; Where’s China? Largely-unchanged supercomputer rankings foreground U.S. efforts to ratchet Chinese HPC ambitions
https://spectrum.ieee.org/frontier-exascale-top500-export-controls
The Frontier Supercomputer retains its top ranking on the latest entry in the Top500 list of the world’s fastest high-performance computers—making it the only machine yet measured that tops 1 exaflop (i.e. one quintillion floating point operations per second) in computing speed. OAK RIDGE NATIONAL LAB
At third place on the Top500 list is the LUMI system in Finland, which uses an HPE Cray EX235a architecture and harnesses some 2.2 million AMD cores. LUMI has doubled in power since June—with a performance of 309 petaflops—and remains the most powerful supercomputer in Europe.
Tomi Engdahl says:
AMD XIlinx Announces New UltraScale+ FPGAs and SoCs, Promising Affordable and Efficient Performance
Offering reduced footprints, improved specifications, and a big drop in static power, the new Artix and Zynq parts look promising.
https://www.hackster.io/news/amd-xilinx-announces-new-ultrascale-fpgas-and-socs-promising-affordable-and-efficient-performance-b140bf3cd0bf
Tomi Engdahl says:
Financial Times:
The UK blocks the sale of Newport Wafer Fab to Nexperia, owned by China’s Wingtech, on national security grounds and orders Nexperia to divest 86% of Newport — Months of wrangling over chipmaker sees deal with China-owned company thwarted on national security grounds
https://www.ft.com/content/cdaddf62-72f7-4789-890c-69f1ce196748
Tomi Engdahl says:
Stephanie Condon / ZDNet:
Nvidia and Microsoft sign a multiyear deal to build an AI supercomputer in the cloud, making Azure the first public cloud to incorporate Nvidia’s full AI stack — Nvidia and Microsoft announced Wednesday a multi-year collaboration to build an AI supercomputer in the cloud, adding tens of thousands of Nvidia GPUs to Microsoft Azure.
Cloud computing: Microsoft and Nvidia are building a ‘massive’ AI supercomputer. Here’s why
The partnership makes Microsoft Azure the first public cloud to incorporate Nvidia’s full AI stack — its GPUs, networking, and AI software.
https://www.zdnet.com/article/microsoft-nvidia-partner-to-build-a-massive-ai-supercomputer-in-the-cloud/
Tomi Engdahl says:
Pranob Mehrotra / XDA Developers:
Qualcomm debuts the Snapdragon AR2 Gen 1 for thin AR glasses, built on a 4nm process, claiming 2.5x better AI performance and using 50% less power than the XR2
More: The Verge and BGR India
Qualcomm debuts the Snapdragon AR2 Gen 1 for thin, high-performance AR glasses
By
Pranob Mehrotra
Published 15 hours ago
https://www.xda-developers.com/qualcomm-snapdragon-ar2-gen-1/
The chipset will make an appearance on upcoming AR glasses from Lenovo, Nreal, LG, Oppo, TCL, Xiaomi, and more!
Tomi Engdahl says:
New ETSI specification allows single UICC to support the use of multiple applications simultaneously
https://www.etsi.org/newsroom/press-releases/2134-2022-10-new-etsi-specification-eliminates-the-need-for-physical-sims
New ETSI specification allows single UICC to support the use of multiple applications simultaneously
Sophia Antipolis, 26 October 2022
New specifications released by ETSI will enable multiple subscriptions and identities to exist in the same smartphone handset without needing several SIM cards to be within the device.
The mobile telecom industry has been facing an increasing demand for applications running on mobile devices like banking, payments, transport and identity for some time. These new specifications address this demand by adding the possibility to host and address several “virtual secure elements” into the same UICC. This allows multiple virtual secure elements to coexist logically separated, whilst having the ability to be addressed independently through the same physical interface.
Chair of the SET group at ETSI, Denis Praca says, “we’re so excited to release new versions of several UICC Release 17 specifications that can benefit so many users. This is a breakthrough for end-users who will easily be able to use multiple services and for service providers to deploy their applications on a single mobile device, with the benefit of the long term recognized security provided by the UICC”.
Tomi Engdahl says:
Smart Metering Platform Available on 32-bit MCU Product Family Equipped with an MPL460 PLC Modem
https://www.microchip.com/en-us/about/news-releases/products/smart-metering-platform-available-on-32-bit-mcu-product-family
Microchip’s PIC32CXMT provides maximum flexibility with three tiered devices including a single core, dual core and system-on-chip (SOC) to streamline smart meter and communications infrastructure development
Tomi Engdahl says:
Announcing broad adoption of NVIDIA H100 Tensor Core GPUs and Quantum-2 InfiniBand, including new offerings on Microsoft Azure and 50+ new partner systems for accelerating scientific discovery. #SC22
https://nvda.ws/3ULQrEB
NVIDIA H100 and Quantum-2 Systems Announced Worldwide
https://nvidianews.nvidia.com/news/nvidia-hpc-platform-hopper-quantum-2-worldwide-adoption?ncid=so-face-800262&fbclid=IwAR1SsZTXEJGsQ8EZsBi-xXZH5ZMOoillrcDEWtSxMQvDt3mJnmzo2Lnaae4#cid=hpc06_so-face_en-us
NVIDIA Accelerates Scientific Discovery on Microsoft Azure Cloud and 50+ Partner Systems; Releases Major cuQuantum, CUDA and BlueField DOCA Acceleration Library Updates; Expands Omniverse Ecosystem Into Scientific Computing
Tomi Engdahl says:
Qualcommin uusin tekee Android-luureista entistä älykkäämpiä Qualcomm on järjestänyt jokavuotisen Snaddragon Summit -tapahtumansa, jossa esiteltiin tuttuun tapaan seuraavien Android-huppupuhelimien järjestelmäpiiri. Yhtiön mukaan Snapdragon 8 Gen 2 -prosessori tekee puhelimista entistä älykkäämpiä.
Yksi uusista ominaisuuksista on Snapdragon Smart. Päivitetyllä Hexagon-prosessorilla voidaan kääntää nopeammin luonnollisia kieliä ja analysoida kuvia. Ensimmäistä kertaa kännykkäprosessori tukee INT4-tekniikkaa, joka nopeuttaa konvoluutioneuroverkkojen päättelyä 4,35-kertaisesti aiempaan INT8:een verrattuna. Päättely kuluttaa 60 prosenttia vähemmän virtaa.
https://etn.fi/index.php/13-news/14270-qualcommin-uusin-tekee-android-luureista-entistae-aelykkaeaempiae
Tomi Engdahl says:
Pranob Mehrotra / XDA Developers:
Qualcomm announces the Qualcomm S3 Gen 2 and Qualcomm S5 Gen 2 for wireless audio gear with support for spatial audio, improved ANC, lossless music, and more
Qualcomm adds two new chips to its Sound Platform — the Qualcomm S5 Gen 2 and Qualcomm S3
https://www.xda-developers.com/qualcomm-s5-s3-gen-2/
The new SoCs are optimized for Bluetooth LE Audio and unlock several premium audio experiences
Tomi Engdahl says:
Taking a leaf from Wi-Fi’s book, Bluetooth Low Energy is about to make the jump to the 6GHz band — boosting performance as it does.
Bluetooth Low Energy Prepares to Jump to 6GHz for Another 20 Years of Wireless Progress
https://www.hackster.io/news/bluetooth-low-energy-prepares-to-jump-to-6ghz-for-another-20-years-of-wireless-progress-bb62213abc9e
Taking a leaf from Wi-Fi’s book, Bluetooth Low Energy is about to make the jump to the 6GHz band — boosting performance as it does.
Tomi Engdahl says:
NVIDIA and Dell Technologies Deliver AI and HPC Performance in Leaps and Bounds With Hopper, at SC22
Dell PowerEdge XE9680, based on the NVIDIA HGX H100 architecture, is the first eight-GPU Dell system, built to supercharge advanced workloads.
https://blogs.nvidia.com/blog/2022/11/14/dell-hopper-hpc-ai-sc22/#cid=hpc06_so-face_en-us
Tomi Engdahl says:
Arm kaappaa pian kolmanneksen PC-markkinoista
https://etn.fi/index.php/13-news/14277-arm-kaappaa-pian-kolmanneksen-pc-markkinoista
Wanhan Wintel-alustan alustan dominanssi murtuu. Vuoden kolmannella neljänneksellä Arm-pohjaisten prosessorien osuus oli noin 15 prosenttia PC-koneiden markkinoista. Suurin osa koneista oli Applen uusia laitteita, mutta Arm on tulossa myös Windows-koneisiin.
Tutkimuslaitos Canalys on arvioinut, että vuoteen 2026 mennessä puolet datakekusten prosessoreista perustuu Arm-arkkitehtuuriin ja 30 prosentissa tietokoneista on Arm-prosessori.
Canalysin mukaan Apple myymistä tietokoneistä lähes 100 prosenttia perustuu yhtiön omiin Arm-pohjaisiin M-prosessoreihin. Mac Pro ja kallein Mac mini käyttävät edelleen Intel-suorittimia, mutta niiden myynti on varsin pientä.
Tomi Engdahl says:
Broadcom’s proposed $61B VMware acquisition scrutinized by UK regulators
https://techcrunch.com/2022/11/21/broadcoms-proposed-61b-vmware-acquisition-scrutinized-by-uk-regulators/?tpcc=tcplusfacebook
The U.K.’s Competition and Markets Authority (CMA) has initiated a so-called “phase 1” investigation into Broadcom’s proposed $61 billion deal to buy virtualization software giant VMware.
The news comes shortly after news emerged that the European Commission (EC) was also proceeding with an investigation into what would be one of the biggest tech acquisitions of all time. In the companies’ domestic U.S. market, meanwhile, the Federal Trade Commission (FTC) last month progressed its investigation into a deeper second review phase, which means that the FTC saw enough during its initial analysis to warrant a more extensive look.
Tomi Engdahl says:
Entä jos tarvitsemaasi komponenttia ei enää valmisteta?
https://etn.fi/index.php/13-news/14282-entae-jos-tarvitsemaasi-komponenttia-ei-enaeae-valmisteta
Joidenkin laitteiden elinkaari kasvaa niin pitkäksi, että siihen suunniteltujen komponenttien valmistus ehtii päättyä. Tämä ei välttämättä merkitse tuotannon päättymistä. Apuun voi tulla Rochester Electronic. Se myy ja jopa valmistaa piirejä, joiden alkuperäistä valmistajaa ei enää ole olemassa.
Tomi Engdahl says:
https://www.edn.com/all-you-need-to-know-about-gaa-chip-manufacturing-process/
Tomi Engdahl says:
https://www.nanowerk.com/nanotechnology-news2/newsid=61881.php
Tomi Engdahl says:
The U.S.-China Chip Ban, Explained The ban spotlights semiconductors for supercomputers; China hasn’t yet responded to restrictions
https://spectrum.ieee.org/chip-ban
Tomi Engdahl says:
Even after the reversal of supply in 2022, the shortage of car chips has not been effectively resolved. [#carchip](https://twitter.com/hashtag/carchip?src=hashtag_click) [#chipshortage](https://twitter.com/hashtag/chipshortage?src=hashtag_click) [#chips](https://twitter.com/hashtag/chips?src=hashtag_click) [#automotive](https://twitter.com/hashtag/automotive?src=hashtag_click) [#semiconductor](https://twitter.com/hashtag/semiconductor?src=hashtag_click) [#supplychain](https://twitter.com/hashtag/supplychain?src=hashtag_click) [#drex](https://twitter.com/hashtag/drex?src=hashtag_click) [#drexic](https://twitter.com/hashtag/drexic?src=hashtag_click) [#drexelectronics](https://twitter.com/hashtag/drexelectronics?src=hashtag_click) [#ic](https://twitter.com/hashtag/ic?src=hashtag_click)
Tomi Engdahl says:
Is There Still a Chip Shortage for Cars in 2023?
Tomi Engdahl says:
Lex in-depth: the cost of America’s ban on Chinese chips
The new US technology rules will hurt China’s chipmakers. But they will also add to inflationary pressures on many products
https://www.ft.com/content/d3935b9a-a203-435d-b1a9-a22bcc9d79e7
The advice “dig two graves, before you set out” applies to anyone bent on revenge. An old aphorism is hardly going to divert the US from its mission to restrict Chinese access to its world-beating technology, slowing the progress of its rival towards self-sufficiency in high-performance chips.
However, American policymakers are unlikely to have fully appreciated the corollary of splitting the world semiconductor supply chain in two: far higher costs for western manufacturers and their customers.
Advanced chips and the factories making them have become a substitute for arms and armies in the east-west stand-off because they are a critical component of our modern lives. They are central to mobile devices, electric cars and gaming consoles. They are also the foundation of next-generation technology from self-driving cars and 5G internet to cloud services and artificial intelligence.
Any country without stable access to large amounts of these chips risks falling behind technologically. That is exactly what the US hopes its new technology export ban will achieve.
Washington wants to thwart China in its aim of producing advanced semiconductors, bearing the shorthand definition of 3-14 nanometre (nm) process technology. Cheaper, simpler chips carry the designation of anything above 14nm.
Tomi Engdahl says:
Intel Officially Introduces Pay-As-You-Go Chip Licensing
By Anton Shilov published 1 day ago
Intel’s Xeon Sapphire Rapids CPUs to activate additional features on demand
https://www.tomshardware.com/news/intel-officially-introduces-pay-as-you-go-chip-licensing
Intel has officially revealed its Intel On Demand program(opens in new tab) that will activate select accelerators and features of the company’s upcoming Xeon Scalable Sapphire Rapids processor. The new pay-as-you-go program will allow Intel to reduce the number of SKUs it ships while still capitalizing on the technologies it has to offer. Furthermore, its clients will be able to upgrade their machines without replacing actual hardware or offering additional services to their clients.
https://www.intel.com/content/www/us/en/products/docs/ondemand/overview.html
Tomi Engdahl says:
Robot Gift Guide 2022 Your yearly selection of awesome robot gifts
https://spectrum.ieee.org/robot-gift-guide-2022?share_id=7336103&socialux=facebook&utm_campaign=RebelMouse&utm_content=IEEE+Spectrum&utm_medium=social&utm_source=facebook
Tomi Engdahl says:
Epson zaps lasers into oblivion, in the name of the environment
Inkjet is the future, claims Japanese printer maker
https://www.theregister.com/2022/11/28/epson_ends_laser_printers/
Japanese electronics and printer maker Epson announced this month that it will end the sale and distribution of laser printer hardware by 2026, citing sustainability issues.
According to the company, inkjets have a “greater potential” than laser printers to make “meaningful advances” when it comes to the environment.
The company already halted laser printer sales in many markets, but continued in Asia and Europe.
Tomi Engdahl says:
Bloomberg:
AWS announces a new Graviton3E chip for high-performance computing tasks like weather forecasting and gene sequencing, competing with Intel, Nvidia, and others
Amazon’s New Chip Moves AWS Into High-Performance Computing
https://www.bloomberg.com/news/articles/2022-11-29/amazon-s-new-chip-moves-aws-into-high-performance-computing?leadSource=uverify%20wall
Technology was designed in-house and represents a challenge to partners like Intel and Nvidia.
Tomi Engdahl says:
https://hackaday.com/2022/11/23/the-13-5-million-core-computer/
Having a dual- or quad-core CPU is not very exotic these days and CPUs with 12 or even 16 cores aren’t that rare. The Andromeda from Cerebras is a supercomputer with 13.5 million cores. The company claims it is one of the largest AI supercomputers ever built (but not the largest) and can perform 120 Petaflops of “dense compute.”
Tomi Engdahl says:
https://hackaday.com/2022/11/22/new-metric-prefixes-get-bigger-and-smaller/