semiconductor industry
Semiconductor Industry Trend Prediction with Event Intervention Based on LSTM Model in Sentiment-Enhanced Time Series Data
Yen, Wei-hsiang, Chen, Lyn Chao-ling
The innovation of the study is that the deep learning method and sentiment analysis are integrated in traditional business model analysis and forecasting, and the research subject is TSMC for industry trend prediction of semiconductor industry in Taiwan. For the rapid market changes and development of wafer technologies of semiconductor industry, traditional data analysis methods not perform well in the high variety and time series data. Textual data and time series data were collected from seasonal reports of TSMC including financial information. Textual data through sentiment analysis by considering the event intervention both from internal events of the company and the external global events. Using the sentiment-enhanced time series data, the LSTM model was adopted for predicting industry trend of TSMC. The prediction results reveal significant development of wafer technology of TSMC and the potential threatens in the global market, and matches the product released news of TSMC and the international news. The contribution of the work performed accurately in industry trend prediction of the semiconductor industry by considering both the internal and external event intervention, and the prediction results provide valuable information of semiconductor industry both in research and business aspects.
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Defying Moore: Envisioning the Economics of a Semiconductor Revolution through 12nm Specialization
The semiconductor industry is experiencing a significant transformation, raising questions about the advantages traditionally associated with Moore's Law and Dennard scaling. This shift highlights four key trends that intersect with technology, economics, and society. The first trend is the perceived end of Moore's Law. Analysis indicates that the benefits of advances in semiconductor technology--specifically in terms of cost, energy efficiency, and density--are diminishing (see Table 1). This suggests a departure from the era where technological advances consistently delivered substantial economic and performance improvements.
Interview with Amina Mević: Machine learning applied to semiconductor manufacturing
In a series of interviews, we're meeting some of the AAAI/SIGAI Doctoral Consortium participants to find out more about their research. In this latest interview, we hear from Amina Mević who is applying machine learning to semiconductor manufacturing. Find out more about her PhD research so far, what makes this field so interesting, and how she found the AAAI Doctoral Consortium experience. I am currently pursuing my PhD at the University of Sarajevo, Faculty of Electrical Engineering, Department of Computer Science and Informatics. My research is being carried out in collaboration with Infineon Technologies Austria as part of the Important Project of Common European Interest (IPCEI) in Microelectronics.
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How 'Friendshoring' Made Southeast Asia Pivotal to the AI Revolution
Employees entering Intel's advanced PG8 foundry on the Malaysian island of Penang must take elaborate safety precautions. First, staff don blue shoe coverings, followed by a hairnet, plastic hood, facemask, bunny suit, latex gloves, and eye goggles. Finally, plastic boots are placed over those already-covered shoes with a special strap tucked into the wearer's socks to "ground" them. For it's not just a stray hair or skin flake that can be deadly to Intel's latest artificial intelligence (AI) semiconductor chips--even the static shock from an unsuspecting pinky can measure 10,000 volts and fry their delicate circuitry. "Static is a unit killer," says Phynthamilkumaran Siea Dass, Intel's director of assembly test manufacturing in Penang, as he leads TIME through interlocked doors into PG8's cleanroom.
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What to Know About the U.S. Curbs on AI Chip Exports to China
The Biden administration has announced it is tightening export controls on semiconductor chips used for artificial intelligence and the equipment used to manufacture them, in an effort to prevent China from acquiring or producing advanced chips. The rules update restrictions that the U.S. announced a year ago prohibiting the sale of chips above a certain capability threshold in China and other restricted countries, and banned the sale of specific chip manufacturing equipment. The new rules aim to close loopholes that emerged from the 2022 export control curbs, and to account for technological developments since then. The export restrictions announced Tuesday have been extended to chips that have fewer capabilities than those that were previously subject to the rules. They also imposed controls on additional types of chip manufacturing equipment.
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China Is Striking Back in the Tech War With the U.S.
Two dates from 2022 are destined to echo in geopolitical history. The first, Russia's invasion of Ukraine on February 24, hardly needs further elaboration. The second is October 7, 2022, when the United States enacted a new set of export controls designed to cripple China's future progress in AI technology. Rather than target AI software, the export controls choke off China's access to the advanced (and almost exclusively American-designed) computer chip hardware that powers AI. More than a decade of breakthrough after breakthrough in AI technology has convinced policymakers in both Beijing and Washington that leadership in AI technology is foundational to the future of economic and military power.
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South Korea's Nationwide Effort for AI Semiconductor Industry
Samsung Electronics and SK Hynix, the world's leading memory semiconductor companies, have launched investment and employment plans for their AI semiconductor and foundry businesses. Samsung Electronics is trying to develop next-generation AI semiconductor products by leveraging its strengths in mobile chipset design and memory manufacturing. Samsung develops its own neural processing units (NPUs) and integrates them into multiple processing platforms, including the Exynos mobile processor and the Exynos auto processor series. Once secretly focusing solely on their own product development, major companies are starting to open up relations with the academia and research communities to learn the latest AI technologies and engage with well-educated researchers. Another notable product development direction is putting AI computation logic into memories.
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Gordon Moore, Intel co-founder who predicted rise of the PC, dies at 94
Intel Corp co-founder Gordon Moore, a pioneer in the semiconductor industry whose "Moore's Law" predicted a steady rise in computing power for decades, has died at the age of 94, the company announced. Intel and Moore's family philanthropic foundation said he died on Friday surrounded by family at his home in Hawaii. Co-launching Intel in 1968, Moore was the rolled-up-sleeves engineer within a triumvirate of technology luminaries that eventually put "Intel Inside" processors in more than 80% of the world's personal computers. In an article he wrote in 1965, Moore observed that, thanks to improvements in technology, the number of transistors on microchips had roughly doubled every year since integrated circuits were invented a few years before. His prediction that the trend would continue became known as "Moore's Law" and, later amended to every two years, it helped push Intel and rival chipmakers to aggressively target their research and development resources to make sure that rule of thumb came true.
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In the Tech War with China, the U.S. Is Finding Friends
Whether the topic of the day is Chinese spy balloons or American AI breakthroughs, Washington and Beijing are increasingly seeing world events through the lens of a "tech war." This ever intensifying rivalry is usually framed as "America vs. China," but that misses a key point: America is not alone. America's greatest competitive advantage over China is not wealth or weapons, but the fact that America has a lot of close friends, and China has none. In fact, The only country that has signed a treaty to support China in the event of a war is North Korea, an impoverished pariah state that deliberately schedules nuclear tests and missile launches to embarrass China during high-profile diplomatic summits. Treaty or no, few would describe China and North Korea as friends.
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The Only Way the U.S. Can Win the Tech War with China
Grand historical inflection points rarely take the form of long bureaucratic documents, but sometimes they do. On October 7th the Department of Commerce issued its revised policy on AI and semiconductor technology exports to China. The 139 pages of new export control regulations placed a de facto ban on exports to China of the advanced computer chips that power AI algorithms. Since more than 95% of such chips used in China are designed by U.S. semiconductor companies and therefore subject to U.S. export controls, loss of access to U.S. chips puts China's entire future as an AI superpower in jeopardy. AI was the top technology priority listed in the Chinese government's five-year economic plan for 2021-2026, so this action makes clear that the U.S. intends to block China from achieving its top technological goal. Ten days after the new policy came out, Secretary of State Antony Blinken gave a major speech in which he said, "We are at an inflection point.
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