Jacob Kiraz
Emerged
Brainchip is a very secretcy company, Company on notice to get deals across the line, However Reneas and Megachips how deep do these deals go if a good 5 yr deal turns the company profitable overnight,
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Bravo
If ARM was an arm, BRN would be its biceps💪!
Bravo
If ARM was an arm, BRN would be its biceps💪!
SoftBank Plans to Commit $9 Billion to AI Projects
BY PYMNTS | MAY 26, 2024|
Japan’s SoftBank is reportedly planning to invest nearly $9 billion in artificial intelligence (AI).
The tech company’s outlay for investments and commitments has more than doubled to $8.9 billion in the 12 months since its CEO said the company was ready to go on the “counteroffensive,” the Financial Times (FT) reported Sunday (May 26).
“We will, in principle, be keeping the same kind of trend in terms of the pace of investment activities,” SoftBank’s chief financial officer Yoshimitsu Goto told FT. “From now on, we want to step up investments in AI companies.
“The reason we’ve been keeping our balance sheet at a very safe level is because we would like to be prepared,” he added, “and we would like to be flexible if there is anything that we would like to move on.”
Last year, SoftBank CEO Masayoshi Son, projected that artificial general intelligence (AGI) — a computer system that can match or exceed human thought and reasoning — will become 10 times more powerful than all of humanity by the end of this decade.
“Take advantage of it or be left behind,” Son said.
The report said SoftBank faces some intense competition in the AI space, as tech giants like Microsoft, Amazon and Google have invested billions in partnerships with startups building AI models. In addition, top venture capital companies are hoping to do business with firms building AI products and applications.
In fact, last week saw reports that Microsoft and Amazon have already allocated $40-plus billion combined for AI-related and data center projects around the world this year.
For Microsoft, that means plans to invest more than $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, The Wall Street Journal reported. At the same time, Amazon has set aside investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France.
The move to invest heavily in AI infrastructure overseas is fueled by the desire to tap into the growing worldwide demand for AI technologies, as well as a need to have data centers built in regions where the shift to cloud computing is taking place, making sure processing times are faster, while data remains secure and private.
SoftBank Plans to Commit $9 Billion to AI Projects | PYMNTS.com
Japan’s SoftBank is reportedly planning to invest nearly $9 billion in artificial intelligence (AI). The tech company’s outlay for investments and
www.pymnts.com
7für7
Top 20
More freebies
Yes agreed but likely very necessary to keep the best people.
They should be prohibited to sell their shares below a certain range, like in the 3-5$ a pop range.
Bravo
If ARM was an arm, BRN would be its biceps💪!
AI accelerators market poised to grow by 250% this year, says TSMC
NewsBy Anton Shilov
published 10 hours ago
The fastest-growing semiconductor market.
(Image credit: Mike Kai Chen/Bloomberg via Getty Images)
The semiconductor market began to rebound only in the second half of last year, so analysts tend to be cautious about its growth this year. In fact, both PC and smartphone segments are projected to experience a single-digit growth this year. However, there is a segment of the semiconductor market that is poised to grow by about 250% and this is AI accelerators, according to TSMC cited by TechNews.
TSMC estimates that the market of AI accelerators will grow by 2.5 times this year, the company revealed at its Technology Symposiums this spring. TSMC is, of course, particularly happy about this turn of events because the majority of AI processors tend to use advanced process technologies. Furthermore, TSMC produces more than 90% of AI processors as it makes Nvidia's GPUs for AI and HPCs, currently addressing over 80% of the AI accelerators market.
It should be noted that the majority of AI accelerators not only use silicon processed by TSMC, but they also require advanced packaging, such as TSMC's CoWoS. This means that the contract maker of chips earns quite a lot of money making those products for companies like AMD, AWS, Broadcom, Intel, Nvidia, Meta, or Microsoft.
Other segments of the semiconductor market are not expected to grow significantly this year, based on TSMC's expectations. For example, PC chips are poised to grow by just 1% to 3%, and smartphone chips are projected to grow by 1% to 3% as well, but Internet-of-Things products are forecasted to experience a 7% to 9% growth. By contrast, the automotive chip market is expected to decline by 3% to 1%.
The bigger picture of the semiconductor market looks quite favorable for TSMC. Excluding memory, the market is expected to grow by 10% this year to $650 billion, though this includes packaging, PMICs, and many other things. The foundry segment is forecasted to grow by 15% to 20% to $115 billion too (excluding Intel Foundry), so TSMC should feel pretty comfortable, especially as it grabs market share away from some of its rivals and is poised to keep doing so in the coming years as it expands both leading-edge and specialty technologies production capacities.
I agree with best people, as for selling. I assume we can expect selling over the next few weeks for tax purposes then hopefully clear skies from then on.
But are GPUs "AI accelerators"?View attachment 63760
AI accelerators market poised to grow by 250% this year, says TSMC
News
By Anton Shilov
published 10 hours ago
The fastest-growing semiconductor market.
(Image credit: Mike Kai Chen/Bloomberg via Getty Images)
The semiconductor market began to rebound only in the second half of last year, so analysts tend to be cautious about its growth this year. In fact, both PC and smartphone segments are projected to experience a single-digit growth this year. However, there is a segment of the semiconductor market that is poised to grow by about 250% and this is AI accelerators, according to TSMC cited by TechNews.
TSMC estimates that the market of AI accelerators will grow by 2.5 times this year, the company revealed at its Technology Symposiums this spring. TSMC is, of course, particularly happy about this turn of events because the majority of AI processors tend to use advanced process technologies. Furthermore, TSMC produces more than 90% of AI processors as it makes Nvidia's GPUs for AI and HPCs, currently addressing over 80% of the AI accelerators market.
It should be noted that the majority of AI accelerators not only use silicon processed by TSMC, but they also require advanced packaging, such as TSMC's CoWoS. This means that the contract maker of chips earns quite a lot of money making those products for companies like AMD, AWS, Broadcom, Intel, Nvidia, Meta, or Microsoft.
Other segments of the semiconductor market are not expected to grow significantly this year, based on TSMC's expectations. For example, PC chips are poised to grow by just 1% to 3%, and smartphone chips are projected to grow by 1% to 3% as well, but Internet-of-Things products are forecasted to experience a 7% to 9% growth. By contrast, the automotive chip market is expected to decline by 3% to 1%.
The bigger picture of the semiconductor market looks quite favorable for TSMC. Excluding memory, the market is expected to grow by 10% this year to $650 billion, though this includes packaging, PMICs, and many other things. The foundry segment is forecasted to grow by 15% to 20% to $115 billion too (excluding Intel Foundry), so TSMC should feel pretty comfortable, especially as it grabs market share away from some of its rivals and is poised to keep doing so in the coming years as it expands both leading-edge and specialty technologies production capacities.
Anyway, what would TSMC know about AI accelerators?
We are not alone:
https://www.synsense.ai/synsense-ad...ic-audio-processing-with-xyloaudio-3-tapeout/
SynSense advances ultra-low-power neuromorphic audio processing with Xylo™Audio 3 tapeout
2023-07-07By SynSense
SynSense, the world’s leading commercial supplier of ultra-low-power neuromorphic hardware and application solutions, has completed the tapeout of Xylo™Audio 3, their advanced ultra-low-power audio processing platform built on the neuromorphic inference core Xylo™. Xylo™Audio 3 is based on the TSMC 40nm CMOS LOGIC Low Power process, delivering real-time, ultra-low-power audio signal processing capabilities while reducing chip costs. This tapeout marks a milestone for the commercialization of SynSense’s neuromorphic audio processing technology.
Selling for tax purposes? You'd have to be crazy to sell now as there's still another month to go before the end of the financial year ... and I believe there is a strong possibility an announcement is imminent. What's the point of selling now only to watch the share take off before 30 June?I agree with best people, as for selling. I assume we can expect selling over the next few weeks for tax purposes then hopefully clear skies from then on.
Bravo
If ARM was an arm, BRN would be its biceps💪!
UPDATED 17:48 EDT / MAY 25 2024
siliconangle.com
EXTRACT
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
siliconangle.com
EXTRACT
"Qualcomm!"UPDATED 17:48 EDT / MAY 25 2024
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
View attachment 63787
EXTRACT
View attachment 63786
Addictive personality Type A.
UPDATED 17:48 EDT / MAY 25 2024
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
How Nvidia, TSMC, Broadcom and Qualcomm will lead a trillion-dollar silicon boom - SiliconANGLE
View attachment 63787
EXTRACT
View attachment 63786
"Our forecast shows that the combined revenues of: 1) companies that supply manufacturing equipment, components and software to build fabrication facilities; 2) chip manufacturers; and 3) chip and AI software designers will approach $1T this decade. Our research suggests that four companies, Nvidia Corp., Taiwan Semiconductor Manufacturing Corp., Broadcom Inc. and Qualcomm Inc., will account for almost half of that trillion-dollar opportunity."
Well that still leaves half a trillion for us!
7für7
Top 20
Exactly my thought
Yoda
Regular
The most powerful drug known to man . . . (and woman)
Similar threads
