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☆ Intel used to dominate the U.S. chip industry. Now it's struggling to stay relevant
▼ + stars: | 2024-04-26 | by ( Kif Leswing | ) www.cnbc.com time to read: +16 min

David Paul Morris | Getty Images News | Getty ImagesThe iPhone could have had an Intel chip inside. It would've made sense to use Intel chips, which ran on the best desktops at the time, including Apple's Macs. Braithwaite, who worked at Intel in the 1980s, said Intel's process engineers were the company's "crown jewels." Intel doesn't have a GPU competitor to Nvidia's AI accelerators, but it has an AI chip called Gaudi 3. For comparison, AMD expects about $2 billion in annual AI chip revenue.

Persons: Pat Gelsinger, Seth Wenig, Gelsinger, Biden, Nicholas Braithwaite, Akshara Bassi, It's, Steve Jobs, David Paul Morris, Apple, Paul Otellini, Walter Isaacson's, Otellini, Isaacson, Jobs, Apple didn't, Apple —, TSMC, Mikako Kitagawa, Joe Biden, Brendan Smialowski, Braithwaite, Gordon Moore, Moore's, Brian Krzanich, 7nm —, TSMC didn't, Jensen Huang, Josh Edelson, OpenAI, Gaudi, Intel's, it's, Bassi, CNBC's Jon Fortt Organizations: Intel, Taiwan Semiconductor Manufacturing Company, Nvidia, Micro Computer, Qualcomm, Broadcom, Texas Instruments, AMD, Apple, Celesta, Meta, Microsoft, Getty, Samsung, Gartner, Asus, AFP, Semiconductor, Engineers, SAP Center, Afp, Companies, Blackwell, Habana Labs, Gaudi, FactSet, U.S Locations: New York, American, U.S, Chandler , Arizona, California, San Jose , California, Taiwan, Columbus , Ohio

☆ When our modern-day DaVinci speaks, I listen. Here's what I plan to do when Nvidia CEO Jensen Huang steps up to the mic this week
▼ + stars: | 2024-03-17 | by ( Jim Cramer | ) www.cnbc.com time to read: +15 min

I think Jensen deserves one day a year when he can trace out a vision without a per share attached to it. Sure, plenty of people in line Saturday would, correctly I think, say to "own it, don't trade it." Sure, I was sweating "own it, don't trade it." And, can you imagine if you owned but didn't trade Intel from 1990 to 2000? (Don't tell current Intel CEO Pat Gelsinger, who thinks it is still alive.)

Persons: Lisa, Jensen Huang, Jensen, Lisa Su, Andy Grove, Elon Musk, he's, what's, We've, heaven's sakes, Sam Altman, Jensen's, —, Gordon Moore, Robert Noyce, Intel's, Noyce, blowhard, Pat Gelsinger, Enrique Lores, it's, He's, Frank Slootman, Jensen demurred, Frank, AMD's Su, It's, Colette Kress, Jim Cramer's, Jim Cramer, Jim Organizations: Palm, Wine, Club, Nvidia, New Yorker, Devices, Tesla, heaven's, OpenAI, Intel, IBM, HP, AMD, CNBC Locations: Florida, San Francisco, New

☆ Pro Take: Going Beyond Moore’s Law; Semiconductor Innovation Continues, But It Is Tougher
▼ + stars: | 2023-11-08 | by ( Steven Rosenbush | ) www.wsj.com time to read: +1 min

Nvidia says its Grace Hopper Superchip is designed for AI and high-performance computing applications. Photo: Walid Berrazeg/Zuma PressSemiconductors advanced for decades under the principle known as Moore’s Law, a formulation that describes the improvements that underlie the dramatic evolution of digital technology, and in recent years, advanced forms of artificial intelligence such as deep learning. Moore’s Law, an observation, really, was formulated in 1965 by Intel co-founder Gordon Moore , holding that the number of transistors on a chip doubles roughly every year. Transistors once sold for as much as $150 each. In 2019, a typical Intel microprocessor contained five billion of them—each costing $0.0000001.

Persons: Grace Hopper Superchip, Walid Berrazeg, Gordon Moore Organizations: Nvidia, Zuma Press Semiconductors, Moore’s, Intel

☆ 3 California universities are in the top 10 for churning out startup founders who have gotten funding since 2022
▼ + stars: | 2023-06-06 | by ( Vishal Persaud | ) www.businessinsider.com time to read: +3 min

Stanford, UCLA and USC are in the top 10 schools with grads who have gotten private startup funding. Stanford University, the University of California, Berkeley, and the University of Southern California rank among some of the top schools to produce startup founders that recently got private funding, according to Crunchbase. Other California-based colleges to make the list of schools include the University of California, Los Angeles, University of California, San Diego, and the California Institute of Technology. The data also details the business schools that some of the startup founders attended. The fact that hundreds of new startup founders have been able to secure funding is a bit surprising considering the current state of the venture capital industry.

Persons: grads, Crunchbase, Larry Page, Sergey Brin, Apple, Steve Wozniak, Gordon Moore, Marc Benioff, That's Organizations: Stanford, UCLA, USC, Morning, Stanford University, University of California, University of Southern, Berkeley, Los Angeles , University of California, California Institute of Technology, Stanford Business School, UCLA Anderson School of Management, Haas School of Business, Google, Intel, Salesforce, Tech, Venture Locations: Six California, Berkeley, University of Southern California, California, Los Angeles, San Diego, North America

☆ Nvidia shows new research on using AI to improve chip designs
▼ + stars: | 2023-03-28 | by ( Stephen Nellis | ) www.reuters.com time to read: +2 min

[1/2] A smartphone with a displayed NVIDIA logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/IllustrationMarch 27 (Reuters) - Nvidia Corp (NVDA.O), the world's leading designer of computer chips used in creating artificial intelligence, on Monday showed new research that explains how AI can be used to improve chip design. Chip design engineers use complex design software from firms like Synopsys Inc (SNPS.O) and Cadence Design Systems Inc (CDNS.O) to help them optimize the placement of those transistors. On Monday, Nvidia released a paper showing that it could use a combination of artificial intelligence techniques to find better ways to place big groups of transistors. The Nvidia research took an existing effort developed by University of Texas researchers using what is called reinforcement learning and added a second layer of artificial intelligence on top of it to get even better results.

☆ Gordon Moore, Intel Co-Founder and Author of Moore’s Law, Dies at 94
▼ + stars: | 2023-03-25 | by ( Asa Fitch | Don Clark | ) www.wsj.com time to read: 1 min

Gordon Moore , the electronics pioneer who co-founded Intel Corp. and whose groundbreaking theories defined the tempo of innovation in semiconductors, has died at the age of 94. A 1965 article by Mr. Moore published in the trade journal Electronics predicted the pace of miniaturization in computer chips and anticipated the development of home computers, smart wristwatches, automatic controls for cars and other inventions as electronic components etched on squares of silicon become smaller, faster and cheaper. Moore’s Law, as his prediction became known, proved a remarkably accurate observation about how quickly engineers would create advances in digital technology that have led to countless fixtures of modern life.

☆ Intel co-founder Gordon Moore, prophet of the rise of the PC, dies at 94
▼ + stars: | 2023-03-25 | by ( Noel Randewich | ) www.reuters.com time to read: +5 min

SAN FRANCISCO, March 24 (Reuters) - Intel Corp (INTC.O) co-founder Gordon Moore, a pioneer in the semiconductor industry whose "Moore's Law" predicted a steady rise in computing power for decades, died Friday at the age of 94, the company announced. Intel and Moore's family philanthropic foundation said he died surrounded by family at his home in Hawaii. In recent years, Intel rivals such as Nvidia Corp (NVDA.O) have contended that Moore's Law no longer holds as improvements in chip manufacturing have slowed down. He went to work at the Shockley Semiconductor Laboratory where he met future Intel cofounder Robert Noyce. In 1968, Moore and Noyce left Fairchild to start the memory chip company soon to be named Intel, an abbreviation of Integrated Electronics.

☆ Intel co-founder Gordon Moore, creator of 'Moore's Law,' dies at 94
▼ + stars: | 2023-03-24 | by ( ) www.cnbc.com time to read: +2 min

Intel co-founder Gordon Moore, a pioneer in the semiconductor industry whose "Moore's Law" predicted a steady rise in computing power for decades, died Friday at the age of 94, the company announced. Intel and Moore's family philanthropic foundation said he died 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 recent years, Intel rivals such as Nvidia have contended that Moore's Law no longer holds as improvements in chip manufacturing have slowed down. But despite manufacturing stumbles that have caused Intel to lose market share in recent years, current Chief Executive Pat Gelsinger has said he believes Moore's Law still holds as the company invests billions of dollars in a turnaround effort.

☆ Intel co-founder Gordon Moore, author of ‘Moore’s Law’ that helped drive computer revolution, dies at 94
▼ + stars: | 2023-03-24 | by ( ) edition.cnn.com time to read: +5 min

Intel co-founder Gordon Moore, a pioneer in the semiconductor industry whose “Moore’s Law” predicted a steady rise in computing power for decades, died Friday at the age of 94, the company announced. Intel (INTC) and Moore’s family philanthropic foundation said he died surrounded by family at his home in Hawaii. It’s been a phenomenal ride.”In recent years, Intel rivals such as Nvidia (NVDA) have contended that Moore’s Law no longer holds as improvements in chip manufacturing have slowed down. He went to work at the Shockley Semiconductor Laboratory where he met future Intel cofounder Robert Noyce. In 1968, Moore and Noyce left Fairchild to start the memory chip company soon to be named Intel, an abbreviation of Integrated Electronics.

☆ Tech Progress Is Slowing Down
▼ + stars: | 2023-02-16 | by ( Vaclav Smil | ) www.wsj.com time to read: +1 min

Nothing has affected, and warped, modern thinking about the pace of technological invention more than the rapid exponential advances of solid-state electronics. By 2020, microchips had more than 10 million times as many components as the first microprocessor, the Intel 4004, released in 1971. Moore’s law was the foundation for the rapid rise of businesses based on electronic data processing, from PayPal to Amazon to Facebook . It made it possible to go in a lifetime from bulky landline phones to palm-size smartphones. These gains are widely seen today as harbingers of similarly impressive gains in other realms, such as solar cells, batteries, electric cars and even urban farming.

☆ Read the pitch deck the chiplet startup Eliyan used to raise $40 million from investors like Tracker, Intel, and Micron
▼ + stars: | 2022-11-15 | by ( Jacob E. Robbins | ) www.businessinsider.com time to read: +3 min

Eliyan raised a $40 million Series A round led by Tracker Capital, Intel, and Micron. Eliyan, a startup in Santa Clara, California, is making technology allowing chips to interconnect, is trying to address that problem and raised a $40 million Series A round on Tuesday led by Tracker Capital, Intel, and Micron. Since the semiconductor industry is long entrenched, Farjadrad knows convincing more big players to adopt Eliyan's technology will be important. "We created a lot of excitement in these companies," Farjadrad said. Read the 19-slide pitch deck Eliyan used to raise a $40 million Series A:

☆ Intel says Moore's Law is still alive and well. Nvidia says it's ended.
▼ + stars: | 2022-09-27 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Patrick Gelsinger, Intel CEO, at the WEF in Davos, Switzerland on May 23rd. Two of the most important American semiconductor companies disagree about the pace of chip advancements and whether Moore's Law still applies. Intel CEO Pat Gelsinger said on Tuesday at a company launch event that Moore's Law, a rule of thumb from Intel's founder dating back to the 1960s, is "alive and well." Co-founder and CEO Jensen Huang said last week that Moore's Law has ended. "The method of using brute force transistors and the advances of Moore's law has largely ran its course," Huang told investors after unveiling new products.

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