Daniel Lyth’s Post

Weekly Round Up: What's Happening in Silicon? What Matters Most at CLM 1) Photonics, GaN, and SiC Are Entering a Breakout Phase - Tower Semiconductor investing in SiPho & SiGe - GlobalFoundries licensing TSMC - Infineon Technologies leasing CoolGan to Enphase Energy - United Microelectronics Corporation (UMC) producing metalenz Photonics Mickel Angelo Kugendran & I are seeing demand increase for hires in these spaces, executive through to advanced engineering levels. Access to high-voltage devices, optical interconnects & edge AI in greenfield sites is outpacing other key market segments. Particular points of interest are SiPho process integration, and reliability topics in both the SiPho & Power sectors. 2) AI Compute Architectures are Splintering - Examples including Baidu, Inc. M100 set to rival NVIDIA, or Majestic Labs ai receiving a $100m funding round for memory-disaggregated server arches. - d-Matrix, Tsavorite Scalable Intelligence, Tachyum all with impressive announcements. Each instance implies a move towards memory-centric compute in domain specific areas. In short, the beginning of a challenge to the GPU monopoly. 3) Policy & Geopolitics Are Now Core to R&D Strategy - CSIS states the Chips Security Act lacks clarity on AI-chip security features. - CFR urges onshoring of critical materials, substrates, chemicals. - Nexperia remain a common topic in supply chain conversation pieces. R&D choices now depend heavily on export controls, and government incentives. Will we see the engineering & geopolitical ties deepen, or resolve in the coming months? #CLM #Semiconductors #Research #AI #Power Reference: https://lnkd.in/eq_2fFyE