Mohan Jindal

Is Intel Corporation the new Kodak? Over the past decades, Intel has missed significant opportunities in the processor market, particularly for smartphones and tablets. Today, it holds a minimal role in AI and is losing ground in data centers. Intel also lost Apple’s MAC computer business. Recently, a new trend has emerged with AI-enabled laptops using Qualcomm and NVIDIA setups. What’s left for Intel? Is its future as a pure foundry? Can it catch up with likes of TSMC and Samsung Semiconductor? Or will it resurface as a major player in any of the processor sectors? #AI #Semiconductor #Smartphone #Datacenter #Kodak #processor

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10 basic semiconductor industry terms You should know about: 🚀 Semiconductor: Analogy: Imagine a dimmer switch for a light bulb. Unlike a regular switch that is either on or off, a dimmer can be set at various levels. A semiconductor is like the dimmer switch for electricity; it can conduct electricity at different levels, unlike a regular conductor (like copper wire) that always conducts. 🚀 Transistor: Analogy: Think of a transistor like a water faucet. Just as a faucet controls the flow of water, a transistor controls the flow of electric current. It can turn the flow on, off, or regulate it to different levels. 🚀 Microchip: Analogy: A microchip is like a miniaturized city. It has buildings (transistors), roads (connections), and people (electrons) moving around. Just like a city, it’s designed to perform complex tasks efficiently. 🚀 Integrated Circuit (IC): Analogy: Consider an integrated circuit like a complex recipe that combines many ingredients (transistors, resistors, capacitors) to create a delicious dish (a functioning electronic device). Everything is mixed together in just the right amounts to get the desired result. 🚀 Wafer: Analogy: A wafer is like a pizza base. Just as you can make multiple slices of pizza from one base, multiple microchips can be made from a single semiconductor wafer. 🚀 Silicon: Analogy: Silicon is like the flour in baking. Just as flour is the main ingredient in many baked goods, silicon is the primary material used to make most semiconductors. 🚀 Doping: Analogy: Doping is like adding spices to a dish. Just as spices can change the flavor of a dish, adding small amounts of other elements to silicon can change its electrical properties, making it more or less conductive. 🚀 Clean Room: Analogy: A clean room is like a surgery room in a hospital. It’s an extremely clean environment where semiconductors are made to ensure that no dust or other contaminants interfere with the manufacturing process. 🚀 Moore's Law: Analogy: Moore’s Law is like a trend in fashion. Just as fashion trends change every few years, Moore’s Law suggests that the number of transistors on a chip doubles approximately every two years, leading to more powerful and efficient electronics. 🚀 FAB (Fabrication Plant): Analogy: A FAB is like a bakery. Just as a bakery bakes cakes, a FAB manufactures semiconductor devices. It’s where raw materials are turned into finished products through various processes. A detailed post is in comments. For all semiconductor and AI related content, follow TechoVedas

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KeenSemi / KeenHeads welcomes statement from Hon. PM Narendra Modi regarding stability in Semiconductor Policy for India. This assurance strengthens the belief for long-term investments by global Semiconductor players and provides a foundation for Indian Semiconductor Startups. "Prime Minister Narendra Modi assured semiconductor industry CEOs of a predictable and stable policy regime, emphasizing India's potential as a reliable partner in the global semiconductor supply chain. He highlighted India's talent pool and commitment to skilling, while CEOs praised India's conducive environment for growth, seeing India as a future powerhouse in the sector."

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Arm trying to democratise PC grade CPUs everybody is out to get into what has been a low growth market more or less cornered by x86, mostly Intel Corporation in the past but lately AMD has been getting a larger pie too ultimately this will benefit the consumer and Microsoft https://lnkd.in/gdmyvxSi

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We will be happy to share the knowledge, resources, solutions, insights for #Wafer #FAB, IC #assembly, #packaging, #testing and #characterization. #Training and #skill #development for #IC #packaging and #assembly is the added feature- for new operators covering basic and advanced training to be industry ready! . Look for additional information on this page in the coming weeks #skilldevelopment #semiconductor, #ICpackaging,, #assembly,#waferfab, #testing

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This Week in Semiconductor- May 11th #India’s semiconductor sector is gaining momentum, with #Mindgrove unveiling the nation’s inaugural System-on-Chip (#SoC) dubbed Secure IoT. Operating at 700 MHz, this groundbreaking chip integrates advanced security algorithms, secure boot functionality, and on-chip OTP memory. Concurrently, #LamResearch is broadening its #global #semiconductor supply chain network to encompass India. A recent study by the Semiconductor Industry Association and Boston Consulting suggests that the United States is projected to #triple its semiconductor #manufacturing capacity by 2032. The Semiconductor Industry Association (#SIA) reported that first-quarter global semiconductor sales surged over 15% year-over-year, although they remained 5.7% below the levels of Q4 2023. This growth represents a significant improvement compared to the previous year. It’s worth noting that the semiconductor materials market experienced an 8.2% contraction in 2023, dropping to $66.7 billion from a record high of $72.7 billion in 2022, according to a recent #SEMI report. According to the Financial Times, the U.S. Commerce Department has purportedly #revoked #export #licenses from #Intel and #Qualcomm, which previously allowed them to supply semiconductors to #Huawei. With the release of the latest iPad Pro, #Apple introduced its second-generation 3nm M4 chip. This chipset features #CPUs and #GPUs, each equipped with up to 10 cores, alongside a neural engine capable of delivering 38 TOPS, housing a total of 28 billion transistors. #Bloomberg reported that #Saudi Arabia’s $100 billion investment fund for semiconductor and #AI technology has committed to divesting from #China if requested by the #US. #Microsoft plans to construct a $3.3 billion #AI data center in Racine, Wisconsin, at the same site where the unsuccessful #Foxconn investment was promoted six years ago. ABI Research predicts that the increasing demand for #AI-driven consumer electronics will lead to global #AI chipset shipments reaching 1.3 billion by 2030. #TrendForce unveiled several new industry reports with notable findings: • Anticipated #HBM price hikes of up to 10% by 2025, comprising over 30% of total DRAM value. • In Q2, #DRAM contract prices surged by 13% to 18%, while NAND flash prices saw a spike of 15% to 20%. • The collective revenue of the top 10 design firms saw a 12% increase in 2023, with #NVIDIA securing the top position for the first time. Power Integrations is acquiring Odyssey Semiconductor Technologies, a #GaN transistor developer. According to Counterpoint, the global #smartphone #market #grew 6% year-over-year, with #Samsung surpassing #Apple for the top spot. UC Berkeley, LLNL, and MIT collaborated on a miniaturized on-chip energy storage system using an atomic-scale approach. Thanks to @Semiengineering for insights Reference: https://lnkd.in/gzRdDtsQ

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