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Chip Industry Week in Review
- Harvard’s “Critical and Emerging Technologies Index” report ranked 25 countries across AI, semiconductors, biotech, space, and quantum sectors with the U.S. dominating but facing risks.
- Micron Technology aims to invest $150 billion in U.S. memory manufacturing and $50 billion in R&D, $30 billion higher than previously reported.
- Chinese Academy of Sciences introduced a fully automated processor chip design system to accelerate semiconductor development.
- AMD launched MI350 series GPUs claiming 35X faster inferencing than predecessors.
- IBM plans Quantum Starling by 2029, a fault-tolerant quantum computer capable of running complex quantum circuits.
- Q1 global foundry revenue declined 5.4% QoQ to $36.4B due to seasonality, offset by last-minute orders ahead of tariffs.
- TSMC and University of Tokyo opened a lab for semiconductor research on practical applications.
- PCI-SIG released PCIe 7.0 spec, offering 128.0 GT/s raw bit rate and up to 512 GB/s bi-directionally.
- GENESIS project initiated in Europe for sustainable processes in the semiconductor supply chain.
- Infineon shipped 10 billion security controllers with Integrity Guard architecture, supporting cybersecurity.
- Research advancements include neuromorphic computing, gate-all-around nanosheet transistors, and GaN-on-Si E-mode MOSHEMT.
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