Quinn Li

Congratulations to Flex Logix on this outcome. They helped bring much needed awareness to the capabilities and benefits of #eFPGA technology (I will have the yellow tradeshow booths permanently etched in my brain) . On a related note, this moment reminds me of the risk/reward tradeoffs associated with adopting start-up technology. Many years ago, we licensed sensor fusion software from a startup company. Shortly after going to market with that software embedded into one of our FPGAs, the startup company was purchased by a public company - and made a captive technology. That created a whole series of challenges for us - first and foremost was to make or buy an alternative so we could continue shipping. We decided to make, but in retrospect, buying (licensing) would have been much lower risk and lower overall cost. For those of you who may have been #FlexLogix customers and suddenly need an alternative eFPGA IP to fit your existing ASIC floorplan, or perhaps just FPGA User Tools support so you can reprogram your eFPGA cores years/decades into the future - DM me on LinkedIn. #eFPGA #FPGA #GlobalFoundries #GF #Intel #IntelFoundry #Samsung #TSMC #UMC

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Check out part two of the five-part series today. #VCJ #VentureCapital #ArtificialIntelligence #Europe #NorthAmerica

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Aligned to our smart capital approach, Intel signed a definitive agreement with Apollo Global Management, Inc. Inc., a provider of alternative asset management solutions, under which Apollo invests $11 billion for 49% equity interest in a joint venture entity related to our Fab 34 in Leixlip, Ireland. This agreement helps unlock and re-deploy to other parts of the business a portion of our investment in Fab 34, allowing us to advance our transformation of Intel and invest to create the world’s most resilient and sustainable semiconductor supply chain. Thanks to the team for their diligence on a unique transaction that provides financial flexibility to accelerate our strategy while maintaining a strong balance sheet. #Intel #Apollo #Ireland #IntelFoundry #CorporateDevelopment #IamIntel #Semiconductors https://lnkd.in/gJ2rjecu

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Chip maker war continues... AMD is making a bold move to enhance its AI and cloud computing offerings with the announcement of a $5B acquisition of ZT Systems, a leader in data-center infrastructure. This acquisition, one of AMD's largest to date, is a strategic push to compete more effectively against Nvidia in the AI space. ZT Systems, with over $10 billion in annual sales, designs and builds the infrastructure that powers AI-driven data centers. AMD plans to retain ZT's design expertise while selling off its manufacturing operations. This deal will allow AMD to offer more comprehensive solutions to major data-center clients like Microsoft and Meta, aligning chips, software, and systems for optimal performance. The acquisition is expected to close in the first half of next year. This move could position AMD to play a much larger role in shaping the future of AI and computing...we'll have to wait and see how they continue to stack up against Nvidia!

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AMD is acquiring ZT Systems for $4.9 billion 🤯 The deal is a mix of cash and stock and includes a contingent payment of up to $400 million if certain performance metrics are met. - ZT Systems was founded in 1994 by Frank Zhang in New Jersey and has 2,281 total employees - ZT Systems provides compute design and infrastructure for AI, cloud and general-purpose computing - ZT Systems has $1.3B estimated annual revenue and ~$560,000 per employee - ZT Systems has only raised $850M in debt in 2023 (Meaning that Frank and the employees own most of the company). - ZT System has 65 patents (56 granted, nine pending) #Startups #VentureCapital #Exits

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I wanted to share my vision on 6G via a new paper several years in the making, co-authored with my UT colleague Todd Humphreys and Tingfang Ji, who leads Qualcomm's 6G research efforts. The paper is structured around "20 Questions on 6G", and will appear soon in IEEE BITS the Information Theory Magazine, here is the preprint: https://lnkd.in/gqDgkMkU.

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Micron's Impressive Growth: A Double-Edged Sword? Micron Technology has reported stellar results for fiscal Q4 2024: • 93% year-over-year revenue growth • Annual revenue jumped to $25.11 billion from $15.54 billion • Data center DRAM and HBM products saw strong demand driven by AI • NAND quarterly revenue surpassed $1 billion for the first time The company's success is largely attributed to the booming AI sector, with data center sales leading the charge Micron's high-bandwidth memory (HBM) is particularly sought after for AI applications. But here's a thought-provoking question: Are we paying too much for Micron's products? With such explosive growth and increasing demand, it's worth considering the impact on pricing. As AI continues to reshape industries, the cost of essential components like memory chips could significantly affect overall tech development and adoption. What are your thoughts on Micron's growth and its implications for the tech industry? Are these price increases justified by innovation, or should we be concerned about potential market imbalances? #Micron #TechIndustry #AIGrowth #SemiconductorMarket

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Insightful conversation with Ed Sperling and Tim S. on the Promises and Pitfalls of SoC Restructuring. Check it out! https://hubs.ly/Q02Dk0N90 #semiconductor #innovation #SystemOnChip #NetworkOnChip #Arteris

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Micron’s team delivered a record revenue quarter for our fiscal Q1, which represented an 84% increase from our year-ago revenue results. Our data center revenue reached a record high, making up more than half of our revenue for the first time, with revenue growing 400% year-over-year. Our shipments of HBM — a critical product for #AI data center servers — were ahead of plan and we doubled HBM revenue from the previous quarter. Customer inventory reductions in consumer-oriented segments and seasonality are slowing near-term bit shipment estimates. That said, we expect this adjustment period to be relatively brief and anticipate customer inventories reaching healthier levels by spring, enabling stronger bit shipments in the second half of fiscal and calendar 2025. Longer term, we see particularly robust growth ahead for HBM, with the total addressable market growing from $16 billion in 2024 to greater than $100 billion in 2030 (bigger than the entire combined DRAM/HBM market today). We continue to apply our technology leadership to create leading-edge products — from high-capacity server modules to SSDs, low-power DRAM and mobile memory — that address the high-growth segments of multiple markets, putting Micron in the strongest competitive position in our 46-year history.

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The top 12 semiconductor unicorns are distributed across 3 major regions globally —six in the US, three in China, and three in Israel. With India’s semiconductor market growing fast, we’re excited to meet startups that are pushing boundaries in this space. If you’re working on something exciting in semiconductors, we’d love to connect and explore how we can support your journey. Venture Catalysts++ | India's 1st Multi-Stage VC | 100Unicorns | FermionIC Design | Mindgrove Technologies | Netrasemi | Silizium Circuits #venturecatalysts++ #100Unicorns #startupsindia #SemiconductorStartups #VCFunding #Innovation #DeepTech #TiEMumbai #INC42 #SemiconductorAssociation

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iVP Semiconductor Pvt Ltd sets ambitious revenue target of $70-100 million within the next 3-4 years. Co-founder and CEO Raja Manickam announces plans for a new production test facility as the company expands its semiconductor chip production in the domestic market. The startup secures $5 million in pre-series A funding to drive growth. The company's strategic focus includes the power sector, with an emphasis on renewable energy in industries such as solar and wind energy. Discussions are underway with the #TamilNadu government to establish a production facility in Chennai, spanning 20,000 sq ft. The facility, expected to be operational by October 2024, will boast comprehensive design-to-testing capabilities to ensure top-notch product quality and delivery support. Exciting times ahead for #iVP #Semiconductor as they pave the way for innovation and growth in the #semiconductor industry. #semiconductors #renewableenergy #startup #innovation

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"Founder and CEO of NVIDIA, Jensen Huang said, “The ability for telco operators to run AI and 5G on the same computing infrastructure is a game-changer, offering nations a fast path to sovereign AI. SoftBank’s development of the first NVIDIA-accelerated AI-RAN solution allows every telco to become an AI service provider, to bring the world’s most powerful technology force to customers virtually everywhere." AI-ON-5G *** The core software stack includes the following components: *** 1) SoftBank-developed and optimized 5G RAN Layer 1 functions such as channel mapping, channel estimation, modulation, and forward-error-correction, using NVIDIA Aerial CUDA-Accelerated-RAN libraries 2) Fujitsu software for Layer 2 functions 3) Red Hat’s OpenShift Container Platform (OCP) as the container virtualization layer, enabling different types of applications to run on the same underlying GPU computing infrastructure 4) A SoftBank-developed E2E AI and RAN orchestrator, to enable seamless provisioning of RAN and AI workloads based on demand and available capacity"

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“Since abandoning its Qualcomm offer, Broadcom shares are up more than 760%, trouncing Qualcomm's 165% gain over that stretch. The S&P 500 is up 119%.” Another trillion dollar US tech company. 📈 https://lnkd.in/eR2M6eAH

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It was great to spend some time with Ben Bajarin on The Circuit Podcast discussing the basics of #FPGAs, market insights, and Lattice Semiconductor’s focus as the low power programmable leader. Give it a listen: https://bit.ly/4c6F6rk

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Thanks to Leonard Lee from neXt Curve for inviting me to share my thoughts on MWC Las Vegas. 👇 Just dropped another neXt Curve reThink Podcast recapping MWC Las Vegas 2024 with Earl Lum. Listen here! 🔊👉 https://lnkd.in/gEgEKxfm At MWC Las Vegas 2024, the absence of major operators and the emphasis on enterprise solutions signaled a shift in the industry. While the hype surrounding private networks generated significant interest, the scarcity of new spectrum and the decline in Capex raised concerns about the industry’s future trajectory. As expected AI was primarily discussed in the context of spectrum sharing and efficiency, with limited practical applications in call centers and network optimization. Earl Lum of EJL Wireless Research joins me to recap this year's MWC Las Vegas show and to share and discuss the highlights and the key takes from the premiere mobile wireless industry event in the Americas. Earl & I discuss the following topics that mattered from Mobile World Congress Las Vegas 2024: ➡️ What has MWC Las Vegas become? How did it get here? (2:20) ➡️ MWC Las Vegas 2024 in a nutshell according to Earl (4:56) ➡️ The case for rural Open RAN opportunities (7:55) ➡️ The big themes of MWC Las Vegas 2024 (10:34) ➡️ Earl's agenda going in to MWC Las Vegas 2024 - Parental Supervision Advised! (13:16) ➡️ A more practical slant on AI for the RAN and telco (16:17) ➡️ What needs to change for MWC Las Vegas 2025 (21:30) ➡️ The telco industry identity crisis (26:15) Connect with Earl Lum at www.ejlwireless.com. Hit both of us on LinkedIn and take part in our industry and tech insights. Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on Buzzsprout - https://lnkd.in/gwXfu7M5 - or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter. #mwclv24 #mobileworldcongress #nextcurve #ejlwireless #5G #OpenRAN #privatenetworks #6G

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