Manish Kasliwal

Rapidus Adds Chip Packaging Services to Plans for $32 Billion 2nm Fab To say that the global #foundry market is booming right now would be an understatement. Demand for leading-edge process technologies driven by #AI and #HPC applications is unprecedented, and with Intel Corporation joining the contract #chipmaking game, this market segment is once again becoming rather competitive as well. Yet, this is exactly the market segment that Rapidus Corporation, a foundry #startup backed by the #Japanese government and several major Japanese companies, is going to enter in 2027, when its first fab comes online, just a few years from now. In a fresh update on the status of bringing up the company's first leading-edge fab, Rapidus has revealed that they are intending to get in to the #chip packaging game as well. Once complete, the ¥5 trillion ($32 billion) fab will be offering both chip #lithography on a 2nm node, as well as packaging services for #chips produced within the facility – a notable distinction in an industry where, even if packaging isn't outsourced entirely (OSAT), it's still normally handled at dedicated facilities. Ultimately, while the company wants to serve the same clients as TSMC, Samsung Electronics, and Intel Corporation Foundry, the firm plans to do things almost completely differently than its competitors in a bid to speed up chipmaking from finishing design to getting a working chip out of the fab. A big thank you again to Anton Shilov and AnandTech for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/ejMkXkVQ #semiconductorindustry #semiconductormanufacturing #technology #it #tech #processor #aiot #ic #geopolitics #asml #automotiveindustry #ml #advancedpackaging #cpu #cloudcomputing #computer #hbm #memory

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Sahita Technologies is dedicated to empowering companies and nations to gain a competitive edge in the semiconductor and manufacturing sectors. Our comprehensive consulting services encompass: 🔧 Advanced Manufacturing ✅ Quality Assurance 🚚 Supply Chain Optimization 👩‍🏭 Workforce Development 🛠️ Framework Development 🎥 Semiconductor Workforce Documentary Join us in driving the smart manufacturing revolution! We specialize in creating robust semiconductor and manufacturing frameworks, strategic workforce solutions, and fostering vital industry-academic collaborations. 🤝 We're at the forefront of integrating technology and media to engage the next generation of students and professionals. 🚀 Join us in shaping the future of manufacturing and semiconductors! Together, we can drive innovation, excellence, and growth. Current engagements: ▪University of Texas at Dallas - Build workforce strategy for the North Texas Semiconductor Institute ▪Consult with research firms and investors on current needs and future trends ▪Partner: SRC Semiconductor Manufacturing and Advanced Research with Twins (SMART) USA Institute ▪Industry-Academia Collaborations: Fostering partnerships between educational institutions and the semiconductor industry. #Semiconductors #Manufacturing #WorkforceDevelopment #SmartManufacturing https://lnkd.in/gQvH3fwT

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🚗💡 Exciting Experience with Autonomous Driving! 💡🚗 Recently, my son and I had the opportunity to take a ride in an autonomous vehicle, and it was nothing short of amazing! 🌟 Feeling perfectly safe throughout the journey, we were blown away by how the car made incredibly safe choices through the bustling streets of San Francisco, filled with pedestrians, scooters, bicyclists, and cars. It detected risks that even my eyes didn't catch (albeit I was in the back seat), reacting to them swiftly and appropriately. 🚦 What impressed me most was that this cutting-edge technology will soon be accessible to everyone at a cost comparable to that of an Uber or Lyft ride (I was on a list as part of a Waymo's pilot group for this ride). It's incredible to think that with the rise of AI developments, we're on the brink of a transportation revolution that promises both safety and convenience. 🌐 As someone deeply supportive of these AI advancements, I'm excited about the endless possibilities they hold for the future. 🚀 🌍 #AutonomousDriving #AI #Innovation #FutureTech #TransportationRevolution #Waymo

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We had the pleasure of sitting down with Mayank Varshney, VP of Engineering at Mirafra Technologies. Here's a glimpse into our conversation: 💡His Background: Master's in Electronics & Semiconductor Research from UC Riverside. Industry experience in memory design, digital and mixed-signal design solutions, foundry, and design teams. Joined Mirafra in 2019, bringing a holistic understanding of the chip design industry. 💡His Vision: Focus on career growth for engineers through opportunities. Encourage engineers to set career goals and work together to achieve them. His Observations: Technology industry is shifting towards automation and AI. Data & AI revolution is expanding the technology business. Massive growth in data centers and AI workloads. 💡His Advice for Potential Employees: Come with a belief that you are working on technologies shaping the future. Be passionate about your work and invest in learning. Read the full interview here: https://lnkd.in/d---QRYx #semiconductor #semiconductors #interview 

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Maximizing compute performance requires collaboration. Jeff Wittich joined The Yotta Podcast to explain how Ampere is approaching the digital infrastructure’s silo problem, why we are urging the industry to go #GPUFree and more. Hear the convo. https://lnkd.in/gpyEjX4C

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If you aren't familiar with Causal AI, this Forbes piece does a great job highlighting the work Georgia Pacific and Mike Carroll are doing to improve the often complex system of supply chain management within the manufacturing sector. By analyzing order data, customer preferences, and transactions, the system can better personalize orders to each customer's expectations. This ultimately improves experiences for both the manufacturer and the customer.  https://lnkd.in/gaE8qEiu

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Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%! Design #IP revenues had achieved $7.04B in 2023, with disparity between #license, growing by 14% and #royalty decreasing by 6%, and main categories. #Processor (#CPU, #DSP, #GPU & #ISP) slightly growing by 3.4% when Physical (#SRAM #Memory Compiler, #FlashMemory Compiler, Library and I/O, AMS, #Wireless Interface) slightly decreasing (-1.4%) and Digital (System, #Security and Misc. Digital) was slightly growing by 4%. Clearly, wired Interface is still driving Design IP growth with 16% to reach almost $2 billion in 2023 (after growth in the 20% during 2022, 2021 and 2020). IPnest has released the “Design IP Report” in April 2024, ranking IP vendors by category and by nature, license and royalty. Thanks again to Eric Esteve and SemiWiki.com for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eFydP3WT #semiconductorindustry #semiconductors #semiconductor #technology #tech #semiconductormanufacturing #chip #chips #icdesign #innovation #intellectualproperty #foundry #computing #computer #it #ai #aiot #ev Arm Synopsys Inc Cadence Design Systems Alphawave IP Group Imagination Technologies SST VeriSilicon Holdings Co., Ltd. Ceva, Inc. eMemory Rambus

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https://lnkd.in/gVXxhCmB The US had an opportunity to lead the world in today's most advanced chipmaking technology, and missed it. #unitedstates #Semiconductorindustry #electronics #semiconductor #supplychain #engineering #manufacturing #technology #computerchips #business #innovation #semiconductors #chips #chipmaker #foundry credit: Bloomberg

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Intel is aiming to ship 100 million Core Ultra chips through the end of 2025, with shipments forecast to rise from 40 Million this year to 60 Million in 2025 as AI PC adoption ramps up. #intel #ai #pc #Semiconductorindustry #electronics #semiconductor #supplychain #engineering #manufacturing #technology #computerchips #business #innovation #semiconductors #chips #chipmaker #foundry

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Streamlining Purchasing Operations at Caelux 🚀 Question: What should a leading-edge startup do before investing in a full-blown ERP system? Answer: Optimize and automate business processes with Smartsheet That's exactly what we at Confoe did for Caelux’s CAPEX and purchase approval processes. Highlights: • Customization: Tailored automated workflows boost efficiency. • Integration: Real-time data from existing systems enhance decision-making. Benefits: • Streamlined Processes: Quicker, more transparent workflows establish a strong foundation for scaling operations. • Cost-Effective: Equips startups for future growth without the early overhead of expensive ERP systems. Proud to guide Caelux and other startups toward operational excellence! #Startups #ProjectManagement #Smartsheet #OperationalEfficiency #Caelux

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At 16:00 tomorrow at TPC, don't miss a panel with experts like Tobias Becker, VP of R&D at Groq, to hear how systems can be designed for the training and inference of the largest next generation models. Explore hardware/software approaches designed specifically to tackle the challenge of scaling.

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#Deglobalization in #EMS – An industry on the move 🌏 Electronics manufacturers are looking to 'go local' and mitigate #supplychain risks. But where do they go to do so? Over the past three decades, the trend toward globalization has seen #electronicsmanufacturingservices (EMS) concentrate more and more capacity in #Asia in general and #China in particular. Lately, however, concerns about trade relations and protectionist tariffs, volatile logistical costs and geopolitical uncertainties are just some of the more headline-grabbing factors that have ushered in a paradigm shift: Rather than only considering best-cost countries, many companies have now begun consciously looking around for local-for-local production and sourcing. A very big thank you to Kai Balder , Alexander Fey , Dr. Oliver Holtkemper and Roland Berger for the full article with more background, insights, charts and also the FREE PDF Download via the link below 💡🙏👇 https://lnkd.in/eFQrHRjJ #semiconductorindustry #semiconductors #semiconductor #chip #chips #technology #tech #ic #manufacturing #geopolitics #manufacturer #ems Flex Sanmina Celestica Foxconn Wistron Compal Pegatron Benchmark Jabil Plexus Corp. Quanta Computer Inc. 廣達電腦 Venture Corporation Limited Jacklyn Lee Chi Wei Ken Heller Alan Liu Jim Au

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The power of long term thinking! 2001: - Apple's value = $7.7B - Nvidia's value = $6.4B (83.5% of Apple's) 2012: - Apple's value = $500B (a 6,381% increase!) - Nvidia's value = $7.7B (1.5% of Apple's, a mere 19% increase) Everyone ruled out NVidia at the time -- it wasn't even talked about. Fast-forward to today and NVidia has just surpassed Apple as the second most valuable company in the US (behind only Microsoft), with over $3T in market cap. If you think it was just luck, watch this video from Jensen Huang, founder of Nvidia, from 2003!

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Join the talk to learn about how things are changing with HW acceleration for Presto !

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In this installment of the neXt Curve reThink Podcast Silicon Futures series featured on Buzzsprout, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research share their puts and takes from Intel Corporation's Vision 2024 event which took place in Phoenix, AZ. CLICK HERE TO LISTEN 👉 https://lnkd.in/gWpgPy76 The duo talk and debate about: * Introduction to Intel Vision 2024 (2:49) * Gaudi 3 - King of the Gen A accelerator hill? (2:55) * The power efficiency of Gaudi 3 as a GenAI inference differentiator (5:57) * The headwinds facing Gaudi 3 in keeping the energy efficiency crown (7:31) * The problem of chips-to-systems comparisons in Gen AI benchmarking (9:35) * Three flavors of Gaudi 3 for all edge AI scenarios (11:24) * Intel becomes a "software company" with Intel Tiber (13:31) * Where will Intel likely sell Gaudi 3? (14:23) * XEON 6 - Key to Intel's GenAI opportunity in the x86 brownfield? (16:24) * Intel Vision 2024 bright spot - 5 Nodes in Four Years execution (20:28) * The new systems game that is GenAI supercomputing (21:57) * Where is Intel's GenAI supercomputing champion? (23:52) * Data type is the unsung scaling factor for GenAI inference (25:24) * Our thoughts on Lunar Lake and its impact on the AI PC race (27:14) Also, remember to subscribe to the Silicon Futures playlist for insights into the semiconductor industry that matter. Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com. Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column. #intel #iamintel #gaudi3 #lunarlake #aipc #generativeai Forbes Forbes Technology Council Questex

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Cerebras Systems - Pioneering Wafer-Scale AI Computing (2 min read) Cerebras Systems, based in Sunnyvale, CA, is pioneering a new class of computer systems to accelerate AI by orders of magnitude. The company was founded in 2015 and is led by CEO Andrew Feldman, a seasoned Silicon Valley entrepreneur who previously co-founded and led SeaMicro (acquired by AMD for $357 million) and had roles at companies like Force10 Networks and Riverstone Networks. At the core of Cerebras' solution is the Wafer Scale Engine (WSE), the largest chip ever built with 2.6 trillion transistors. The WSE powers systems like the CS-2, enabling breakthroughs across industries. Major customers include TotalEnergies in energy, GlaxoSmithKline, and AstraZeneca in pharma, the Mayo Clinic for medical AI, and national labs like Argonne and Lawrence Livermore. Cerebras has around 335 employees but a major industry impact, with customer commitments approaching $1 billion. With over 400,000 AI cores, massive memory bandwidth, and ultra-fast interconnects, the CS-2 delivers cluster-scale performance in a single system. This allows for cutting training times from months to minutes on complex workloads like seismic modeling, drug discovery, and COVID research. Key verticals are pharmaceuticals/healthcare, energy/industrial, scientific research, and AI/ML. Cerebras removes current hardware constraints, allowing researchers to explore novel architectures and drive previously impossible innovations. As AI complexity grows, wafer-scale computing solutions like those developed by Cerebras Systems may be increasingly important in accelerating AI workloads and enabling new innovations across various industries. Credit: Jeffrey Cooper & Perplexity.ai For more on AI, robots, and Semicon, check out my blog: https://lnkd.in/eWESid86  

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Building a semiconductor startup is extremely difficult and most technical founders are incredible engineers, but horrible at running businesses. This is why, according to Srini Ananth, Managing Director at Intel Capital, one of the key predictors of success for a semiconductor startup is who its founders choose to surround themselves with. Srini has evaluated hundreds if not thousands of potential investment opportunities. This has given him a bird’s-eye view of our ecosystem and enabled him to spot and invest in amazing semiconductor startups like Ayar Labs, Eliyan Corporation, and Astera Labs. In a recent conversation with Srini, we discussed how he evaluates founders for their potential to succeed. It’s his belief (and I agree) that in addition to being experienced and having a firm grip on the reality of the difficulties, founders should also be open to bringing on others—even if that means stepping back as the founding CEO and letting someone else take the reins. It comes down to having the right composition of team and talent to break through barriers, find commercial success, and generate that all-important momentum that ultimately transitions the company from raising funds to generating revenue and profitability. I’m grateful Srini shared this insight with me and would love to hear YOUR thoughts. Do you think there’s a different key predictor of success for startup founders? Share your perspective below and bonus points for contrarian views that cause us to reexamine “standard thinking”. #semiconductorindustry #startups #investing

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