Semiconductors designed to execute artificial intelligence (AI) workloads will represent a $53.4 billion revenue opportunity for the semiconductor industry in 2023, an increase of 20.9% from 2022, according to the latest forecast from Gartner.
Taiwan Semiconductor Manufacturing Co (TSMC) is set to invest TWD 90 billion ($2.9 billion) in a new fabrication facility in Taiwan. This strategic move comes as the company gears up to fulfil the accelerating demand for artificial intelligence (AI) chips. CEO C.C. Wei said TSMC aims to double its advanced packaging capacity in 2024 in a bid to cater to the strong demand for AI chips from their customer base, which includes Nvidia and AMD.
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Intel has shared an update on progress within the Intel Neuromorphic Research Community (INRC). The group has grown rapidly since its inception in 2018 and now includes more than 100 members, with Intel announcing today the addition of Lenovo, Logitech, Mercedes-Benz and Prophesee to explore the value of neuromorphic computing for business use cases. Additionally, Intel summarized a growing body of research results from INRC members that used the company’s neuromorphic research test chip, Loihi.