Semiconductor News 20251006

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1. Kioxia and Nvidia 100x Faster SSDs for Next-Generation Servers Kioxia and Nvidia have reportedly developed a technology that will make next-generation server SSDs 100 times faster than their predecessors. This advancement is associated with the adoption of High Bandwidth Memory (HBM) technology, which is expected to dramatically improve storage performance and processing speed in data centers. This is a key innovation for meeting the demands of AI infrastructure.
2. NVIDIA May Rethink Cooling for Next-Gen Rubin Ultra to Combat Thermal Issues NVIDIA may be rethinking its cooling solution for its next-generation GPU architecture, Rubin Ultra, to address growing thermal constraints, according to reports. and high-performance computing, chip thermal density is increasing, and new cooling technologies will be key to maintaining performance in next-generation products.
3. Intel Panther Lake Product Lineup and Architecture Details Emerge Intel’s next-generation Panther Lake CPU product lineup and configuration have reportedly been leaked. There are a total of 12 SKUs, four of which are believed to belong to the PTL-U series. Panther Lake will also reportedly feature 12 Xe3 GPU cores only in the Core Ultra “X” SKU, with microarchitecture details to be released in October and a full launch in 2026.
4. ARM CEO Says Time Has Caused Intel to Fall Behind in Competition – Catching up to TSMC “Very Difficult” ARM CEO Rene Haas noted that “time has punished” Intel as a result of its falling behind in the chip race. He also recognized that it will be “very difficult” for Intel to catch up with TSMC, which is currently ahead in manufacturing technology, highlighting the severity of competition in semiconductor manufacturing technology, especially in the foundry race.
5. Is Apple Playing 4-Dimensional Chess with its AI Strategy? It has been suggested that Apple may be playing “4-Dimensional Chess” with respect to its AI strategy. This suggests that Apple may be planning to deploy its own AI technology and approach the market from a multifaceted, long-term perspective, not just superficially competitive.
6. Huawei Executive Says Computational Power Gains Not Dependent on Chip Process, Claims 3X Efficiency Over NVIDIA’s H20 Huawei executives have opined that scaling up computational power is not solely dependent on chip process technology. They also claimed that their technology achieves three times higher efficiency than NVIDIA’s H20, which sends the message that design and optimization are as important, if not more important, than process technology in the AI chip market.
7. Intel is an “insurance policy” for U.S. fabless semiconductor companies such as Apple, NVIDIA, and AMD against supply risk around TSMC. A prominent analyst noted that Intel serves as an “insurance policy” for U.S. fabless semiconductor companies such as Apple, NVIDIA, and AMD against the risk of TSMC manufacturing supply problems. This indicates the growing strategic importance of Intel’s domestic manufacturing base in the face of rising geopolitical tensions.
8. Xbox may steer completely toward third parties and exit the hardware business Rumors have been reported that the Xbox brand may exit the hardware business entirely in the future and focus on software offerings as a third-party game publisher. If this rumor is true, it would represent an extremely significant change in the structure of the console game industry.
9. TSMC’s Stunning 46% Profit Margin “Morris’ Founding Philosophy” Supports NVIDIA’s Breakthrough It has been reported that TSMC has achieved an astounding 46% profit margin. This is the result of TSMC’s advanced manufacturing technology and production capacity supporting the success of high-performance chip makers such as NVIDIA in particular, and the founder’s management philosophy is analyzed as being behind this success.
10. HP Launches ZGX Nano G1n AI Workstation Powered by NVIDIA’s GB10 Super Chip HP has launched the ZGX Nano G1n AI workstation, featuring NVIDIA’s new GB10 Super Chip. The product is designed for professionals and developers who demand cutting-edge AI processing power, and represents the latest NVIDIA chip technology soon to be integrated into commercial products on the market.

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