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I wrote 172 articles this year, mostly about the semiconductor industry, for @CRN (and there are a few more coming). Here are my favorite stories from 2024:
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Semiconductor News by Dylan Martin
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Semiconductor News by Dylan Martin
@DylanOnChips
News/features about semiconductors from @CRN Senior Editor Dylan Martin. Send tips to [email protected] or dylanljmartin.81 on Signal.
Katılım Haziran 2021
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I got Lip-Bu Tan's internal memo on this: "As discussed during our Q1 earnings, we are now firmly in the AI conversation, and there are many new opportunities for us at the edge and across physical AI systems, including robotics, autonomous machines and other AI devices."
Semiconductor News by Dylan Martin@DylanOnChips
Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physical AI, which its CEO has made a priority. crn.com/news/component…
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Intel said Monday that it has hired a top Qualcomm executive for a new position that will have him oversee the alignment of its long-running and critical PC business with the emerging field of physical AI, which its CEO has made a priority. crn.com/news/component…
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@IanCutress @AlexKatouzian @intel @LipBuTan1 @magicsilicon Is CCAI just a rebranding? CCG already had the NEX compute unit.
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From colleague @markharanas: Insight Enterprises is seeing an acceleration of clients exiting out of data centers and into the cloud due to several reasons including a lack of access to hardware and cloud providers like Google Cloud leading in the AI era. crn.com/news/cloud/202…
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The decision by Cornelis Networks to dedicate supply to the channel is seen as a differentiator when so many vendors are under pressure to keep hyperscalers fulfilled for AI buildouts, sometimes at the expense of channel partners.
Semiconductor News by Dylan Martin@DylanOnChips
Exclusive: As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI and high-performance computing projects. crn.com/news/networkin…
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Exclusive: As the AI data center boom continues to put a damper on hardware availability, an upstart rival to Nvidia in the networking space said it’s allocating supply for channel partners who are working on AI and high-performance computing projects. crn.com/news/networkin…
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@jukan05 @rennyzucker I think it's pretty reasonable to expect a majority of Americans to not know equipment suppliers for big-name manufacturers, including in semis. Case in point: ASML has a field office in my hometown, but I only learned this last year despite the fact that there are two fabs here.
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Intel achieved its blockbuster first quarter by selling pricier CPUs and raising prices in the face of pent-up demand from AI data centers and internal supply constraints. crn.com/news/component…
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Intel is finally starting to feel the benefits of the AI infrastructure boom, with the chipmaker reporting data center revenue growing 22 percent year over year in the first quarter. crn.com/news/component…
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Another sign of high demand for Intel CPUs:
The head of Lenovo’s data center sales said the AI data center boom is straining supply of high-end server CPUs—even as Intel prioritizes production for such components. crn.com/news/data-cent…
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As Intel starts to reap the benefits of the AI data center boom, Lip-Bu Tan is crediting the major changes he made to the semiconductor giant in his first year as CEO for the “continued and steady progress” it has seen in that time. crn.com/news/component…
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Tan's "coming weeks" statement was made in a memo to Intel employees that I saw. It wasn't clear if Intel planned to disclose the scope of its involvement internally or share publicly. crn.com/news/component…
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In light of Elon Musk saying that he plans to make use of Intel's 14A process, let's remember that Intel CEO Lip-Bu Tan told employees two Fridays ago that the company will disclose the "scope and nature" of its involvement with Terafab in the "coming weeks."
Maybe tomorrow?
Ed Ludlow@EdLudlow
The details of Intel’s involvement also in this report: On the call, Musk was asked for more details of Intel’s involvement and responded by saying he planned to leverage that company’s most advanced production process — known as 14A — for which Intel is yet to secure any customers. The remarks helped send the chipmaker’s shares up about 3% in late trading Wednesday. Musk didn’t make it clear whether he planned to use Intel’s existing plants or license its production technology for the effort. “We plan to use Intel’s 14A process, which is a state of the art and, in fact, not yet totally complete,” Musk said. “But given that by the time Terafab scales up, 14A will be probably fairly mature or ready for prime time, it seems like the right move.”
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Semiconductor News by Dylan Martin retweetledi
INTERVIEW: The executive behind Arm’s push to sell its first silicon product into data centers said he sees a big opportunity to push its new AGI CPU for on-premises deployments with the thousands of customers who have embraced Arm in the cloud. crn.com/news/component…
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