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Intel CEO Lip-Bu Tan Spills The Beans on Elon Musk’s Problem Solving & Reveals Potentially Major Chip Supply Chain Shortage

Intel CEO Lip-Bu Tan discussed his experience working with Elon Musk for the Terafab project and the impact that booming demand for artificial intelligence is having on the semiconductor supply chain. Tan made the remarks during the No Priors: AI, Machine Learning, Tech, & Startups podcast as he praised the trillionaire entrepreneur and commented on the memory shortage. Intel CEO Lip-Bu Tan Couldn't Stop Praising Elon Musk The discussion started with Elon Musk's Terafab project through which he aims to meet the demand for chips for his cars, robotics and plans for space-based data centers. Intel will manufacture chips for […]

Read full article at https://wccftech.com/intel-ceo-lip-bu-tan-spills-the-beans-on-elon-musks-problem-solving-reveals-potentially-major-chip-supply-chain-shortage/

ASML CEO Warns Europe is ‘Quite Behind’ in AI Race as US Buys 80% of Advanced Chips

ASML CEO, Christophe Fouquet, believes that the demand from Elon Musk's Terafab project will be similar to fabrication plants capable of manufacturing millions of wafers per month. The executive spoke to Bloomberg, and his discussion ranged from data centers in space to the current stage of the semiconductor industry in the context of major demand from the AI buildout and Europe's position in the AI race. ASML CEO Says Europe Is Quite Behind In The AI Race The Terafab project was announced by Musk earlier this year as part of his efforts to procure chips for Tesla's edge computing and […]

Read full article at https://wccftech.com/asml-ceo-warns-europe-is-quite-behind-in-ai-race-as-us-buys-80-of-advanced-chips/

Intel’s 18A-P Debuts Power Boost, an Industry-First Dual-Contact Transistor That Squeezes More Frequency From the Same Chip Footprint

Intel Intros Diamond Rapids "Xeon 7" CPUs Built On 18A-P: Packing Up To 192 Cores, 16-Channel Memory, PCIe Gen6 Support, Launching In 2027

Intel is sharing more details of its 18A-P process technology, which is expected to see some major customer momentum. Intel's 18A-P Process Tech Is Just As Key To Its Foundry Business As 14A, And Chipzilla Is Further Sharing Its Benefits Over 18A Semiconductor manufacturing is a super-hard business, and Intel is working really hard to get its Foundry up to standards through the accelerated development of advanced process nodes and packaging technologies. Given its immense progress with 18A and the buzz surrounding its next process technologies, such as 14A, Intel Foundry is shaping up well. But they have a lot […]

Read full article at https://wccftech.com/intel-18a-p-debuts-power-boost-industry-first-dual-contact-transistor-more-frequency-same-chip-footprint/

Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround

A person in a suit stands on stage with a large semiconductor wafer image displayed behind them, and the word 'Welcome' visible on a screen.

Intel CEO, Lip-Bu Tan, says that its Foundry Business is a National Treasure, and continues to see more customers line up for its advanced packaging and process technologies. Intel Foundry Sees Massive Interest From Several External Customers, Many Already Prepaying For Substrates During today's Mad Money Show with Jim Cramer of CNBC, Intel's CEO, Lip-Bu Tan, talked about the company's Foundry business and how the AI buzz is pushing more customers towards it. Right off the bat, Lip-Bu said that the "Foundry is very important", calling it a national treasure. He says that currently, 90% of the most advanced processors […]

Read full article at https://wccftech.com/intel-ceo-lip-bu-tan-calls-foundry-a-national-treasure-as-external-customers-knock-on-his-door-after-18a-yield-turnaround/

Elon Musk Just Visited Intel’s Oregon Fab, The Same Fab Producing Cutting-Edge Panther Lake & Next-Gen Chips on 18A

Elon Musk Just Visited Intel's Oregon Fab, The Same Fab Producing Cutting-Edge Panther Lake & Next-Gen Chips on 18A

Intel is on a roll today as it has not only managed to bag a deal with Apple, but its cutting-edge Oregon Fab also got a visit by Elon Musk. Intel's 18A Fab in Oregon Sees a Surprise Visit by Elon Musk, Paving the Way for AI Chip Supply Allocation Ahead of TeraFab Bring-Up? A deal with Apple and now a visit by Elon Musk, today seems to be Intel's day. It is reported that Elon Musk has toured Intel's state-of-the-art Oregon fab, which is part of its Foundry business & producing cutting-edge chips such as Panther Lake CPUs on […]

Read full article at https://wccftech.com/elon-musk-visits-intel-oregon-fab/

Intel Invests In Company That Is Building The World’s Most Powerful Quantum Processor, Driving 10,000 Qubits, 100x More Than Today

A person in a lab adjusts a complex quantum computing device suspended from above in a dimly lit laboratory setting.

Quantware is building the world's most powerful Quantum processor, and Intel is one of the investors behind it and the company's KiloFab project. Quantware's VIO-4K Quantum Processor Can Drive 10,000 Qubits, 100x More Than Today's State-of-the-Art Quantum Computers Quantware has raised $176 million to build the world's fastest and largest quantum processor to date, the VIO-4K. The company will also be building KiloFab, the largest dedicated quantum open architecture fab, as it anticipates strong customer demand, boosting its production capacity by 20x. In the announcement, Quantware secured new investors, including Intel Capital, In-Q-Tel, and ETF Partners, which are in addition […]

Read full article at https://wccftech.com/intel-invests-in-company-that-is-building-the-worlds-most-powerful-quantum-processor/

xAI Is Reportedly Using Just 11% of Its 550,000 NVIDIA GPUs, While Meta and Google Squeeze Out 43-46% From Their Fleets

xAI Is Reportedly Using Just 11% of Its 550,000 NVIDIA GPUs, While Meta and Google Squeeze Out 43-46% From Their Fleets

xAI is reportedly able to utilize just over 10% of its entire NVIDIA GPU fleet, as report suggests lackluster AI software stack optimizations. AI Software Stack Bottlenecks Are An Industry-Wide Problem, As xAI Is Only Able To Utilize 11% of Its Entire NVIDIA GPU Installation. The Information has reported that Elon Musk's xAI, the software firm behind Gorq and other key AI-based components, is only able to utilize a small chunk of its total installed GPU capacity. Currently, xAI runs around 550,000 NVIDIA GPUs, which are a combination of H100s and H200s. These are deployed within xAI's Memphis and Colussus […]

Read full article at https://wccftech.com/xai-using-just-11-percent-gpus-while-meta-google-squeeze-out-much-more/

Tesla Pulls 2nm AI Chip Production Onto US Soil, Splitting AI6 and AI6.5 Between Samsung Texas and TSMC Arizona

Tesla Pulls 2nm AI Chip Production Onto US Soil, Splitting AI6 and AI6.5 Between Samsung Texas and TSMC Arizona 1

Elon Musk lays out the plans for Tesla's future AI ecosystem, utilizing both Samsung & TSMC 2nm tech for AI6 & AI6.5 chips. Tesla's 2nm Duo Confirmed: AI6 Goes Samsung With LPDDR6 & AI6.5 Goes TSMC With Improved Performance A few days ago, Tesla announced the successful tape out of its AI5 chip, made at Samsung. The chip is just one of the many custom silicon designs that Elon Musk and his enterprises are making to fulfill their in-house AI demand. Musk also talked about the next-generation chips, such as AI6 and the Dojo3 supercomputer project. The company is aiming […]

Read full article at https://wccftech.com/tesla-pulls-2nm-ai-chip-production-onto-us-soil-splits-ai6-ai6-5-between-samsung-tsmc/

Elon Musk Tells TSMC’s CEO That Terafab Wouldn’t Exist if the Foundry Could Keep Up With His Chip Demand

Elon Musk Tells TSMC's CEO That Terafab Wouldn't Exist if the Foundry Could Keep Up With His Chip Demand 1

Elon Musk confirms that SpaceX & Tesla will always remain a major customer of TSMC, but the Taiwanese chipmaker alone couldn't fulfill its demand, which is why they started the Terafab project with Intel. Terafab Is Essential To Elon's Ambitious "In-House" Chipmaking Goals, But Says That SpaceX & Tesla Will Remain A Customer of TSMC A few days ago, Lip-Bu Tan (CEO of Intel) and Elon Musk announced their partnership on the ground-breaking Terafab project, which will be responsible for producing custom and in-house chips for Tesla, SpaceX, xAI, and other ventures. The project is expected to begin its first […]

Read full article at https://wccftech.com/elon-musk-tells-tsmcs-ceo-that-terafab-wouldnt-exist-if-the-foundry-could-keep-up-with-his-chip-demand/

Intel Pairs Up With Elon Musk on the Grand “TeraFab” Project, Which Plans to Produce Chips at a Volume Significantly Larger Than Any Other Foundry

Two men shaking hands, with one wearing an Intel branded jacket, standing in front of a blue background.

Intel Foundry might have witnessed its latest breakthrough, as Intel announced plans to join Tesla's TeraFab project, aiming to deliver 1 TW of compute capacity per year. Intel's Joining of Tesla's TeraFab Venture Could Bring 18A Directly To the Upcoming Production Lines This is a surprising development, but one that we have been expecting for quite some time now. Tesla's TeraFab project was detailed extensively by Musk a few days ago, with the highlight being the facility's production scale, which Tesla's CEO revealed. However, given that Tesla doesn't have a node IP or semiconductor industry experience, we anticipated a joint […]

Read full article at https://wccftech.com/intel-pairs-up-with-tesla-grand-terafab-project/

Elon Musk Unveils TeraFab, the Next Step Towards a “Galactic Civilization”, Targeting a Scale That Makes Every Chip Fab on Earth Look Tiny

An aerial view of the Advanced Technology Fab labeled with Tesla and SpaceX logos, alongside text reading '0.5 TW Current annual U.S. consumption' and '1 TW/year Terafab output.'

Elon Musk has finally unveiled one of his most ambitious projects yet, as with TeraFab, Tesla's CEO decides the "future of civilization." Earth Only Meets 2% of Compute Demand That Musk Intends to Achieve, Which is Where TeraFab Comes In Musk's entry into the chip industry has been talked about several times in the past as well, since a few months ago at Tesla's shareholder meeting, he envisioned the bold concept of a 'TeraFab', where the idea was to cater to the compute demand generated by Tesla, SpaceX, and xAI. And now, in a dedicated showcase, Tesla's CEO has given […]

Read full article at https://wccftech.com/elon-musk-unveils-terafab-the-next-step-towards-a-galactic-civilization/

Elon Musk’s Plans for the ‘World’s Largest’ Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

Elon Musk's plans to build a chip fab are expected to be unveiled in 7 days, as Tesla's CEO aims to solve the chip supply bottleneck his company faces. Elon Musk Intends to Have a TeraFab That Produces 'Hundreds of Billions' Chips Per Year, But Probably Without a Cleanroom The semiconductor industry is witnessing some of its 'intense-ever' timelines amid the AI frenzy, as demand for chips is so immense that it is imposing constraints on customers like Tesla. Musk has repeatedly pitched the idea of creating his fab network, saying it would help Tesla fulfill its custom silicon ambitions […]

Read full article at https://wccftech.com/elon-musks-plan-for-the-worlds-largest-chip-fab-will-be-unveiled-by-next-week/

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