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Electronica 2024 Review, TSMC’s 2nm Launch, ASML’s Sales Forecast | Tech & Electronics News
Welcome to this week's episode of Tech & Electronics
News, hosted by Pavel Yankovich. In today’s episode, we bring you the latest updates from the world of technology, AI, and semiconductors. From Electronica 2024 to TSMC’s 2nm chip innovation and ASML’s growth forecast, we’ve got you covered on the key stories shaping the electronics industry!
Reference links:
https://www.euronews.com/business/2024/11/14/asml-remains-bullish-for-2030-outlook-as-ai-demand-stays-high
https://www.forbes.com/sites/tomspiggle/2024/11/15/amd-cuts-4-of-workforce-in-push-toward-ai-dominance-what-this-means-for-workers-and-the-tech-industry/
https://hollandhightech.nl/en/news-calendar/news/europe-has-opted-for-a-pilot-plant-for-photonic-chips-with-a-large-share-in-the-netherlands
https://www.seco.com/news/details/seco-and-raspberry-pi-enter-into-a-strategic-partnership-to-expand-their-industrial-iot-offerings
https://www.microchip.com/en-us/products/fpgas-and-plds/boards-and-kits/ethernet-sensor-bridge
https://www.seco.com/news/details/seco-and-raspberry-pi-enter-into-a-strategic-partnership-to-expand-their-industrial-iot-offerings
https://www.microchip.com/en-us/products/fpgas-and-plds/boards-and-kits/ethernet-sensor-bridge
Timestamps:
0:00 - Introduction
0:18 - Electronica 2024 Highlights: Discover the latest innovations from over 3,600 exhibitors at the world’s largest electronics show, featuring
cutting-edge products in AI, automotive, IoT, and more.
2:16 - ASML’s Sales Forecast: ASML projects strong growth, driven by rising
demand for AI chips, expecting a 8-14% annual sales increase over the next five
years.
3:02 - AMD’s Workforce Reduction: AMD plans to cut 1,000 jobs, focusing on AI
chip development to compete with Nvidia, despite a dramatic drop in gaming
sales.
3:48 - Infineon’s Market Outlook: Infineon faces a challenging 2025, with job
cuts and declining revenues, but focuses on AI as a growth area amidst weak
demand.
4:46 - EU Investment in Photonic Semiconductors: The EU commits €133 million to
boost Europe’s semiconductor industry, focusing on faster, more
energy-efficient photonic chips for data centers and automotive applications.
5:24 - Nvidia & SoftBank’s AI Telecom Partnership: Nvidia and SoftBank team
up to optimize 5G networks with AI-powered telecom cell towers, targeting
efficiency and low latency.
5:55 - SECO & Raspberry Pi IIoT Collaboration: SECO and Raspberry Pi
partner to enhance industrial IoT solutions, integrating advanced AI and device
management features for scalable applications.
6:36 - TSMC’s 2nm Process Launch: TSMC's 2nm GAA wafer production promises a
significant performance boost, offering 10-15% higher performance or 25-30%
power savings.
7:02 - Microchip's PolarFire FPGA for AI: Microchip introduces the PolarFire
FPGA Ethernet Sensor Bridge to improve edge AI applications in industries like
medical imaging and automation.
7:27 - Conclusion and Closing Remarks
Tags: #TechNews #Electronica2024 #TSMC #ASML #AI
#Semiconductors #5G #IndustrialIoT #Nvidia #SoftBank #Infineon #AMD #SiemensEDA
#SECO #ChipsJU #AMD #PhotonicSemiconductors #RaspberryPi #AIChips #TechIndustry
#ChipIndustry #ChipManufacturing #NvidiaAI #EdgeAI #SemiconductorNews #TEnews
Follow us for more insights on the latest in technology
and electronics:
View all episodes
By Y&YWelcome to this week's episode of Tech & Electronics
News, hosted by Pavel Yankovich. In today’s episode, we bring you the latest updates from the world of technology, AI, and semiconductors. From Electronica 2024 to TSMC’s 2nm chip innovation and ASML’s growth forecast, we’ve got you covered on the key stories shaping the electronics industry!
Reference links:
https://www.euronews.com/business/2024/11/14/asml-remains-bullish-for-2030-outlook-as-ai-demand-stays-high
https://www.forbes.com/sites/tomspiggle/2024/11/15/amd-cuts-4-of-workforce-in-push-toward-ai-dominance-what-this-means-for-workers-and-the-tech-industry/
https://hollandhightech.nl/en/news-calendar/news/europe-has-opted-for-a-pilot-plant-for-photonic-chips-with-a-large-share-in-the-netherlands
https://www.seco.com/news/details/seco-and-raspberry-pi-enter-into-a-strategic-partnership-to-expand-their-industrial-iot-offerings
https://www.microchip.com/en-us/products/fpgas-and-plds/boards-and-kits/ethernet-sensor-bridge
https://www.seco.com/news/details/seco-and-raspberry-pi-enter-into-a-strategic-partnership-to-expand-their-industrial-iot-offerings
https://www.microchip.com/en-us/products/fpgas-and-plds/boards-and-kits/ethernet-sensor-bridge
Timestamps:
0:00 - Introduction
0:18 - Electronica 2024 Highlights: Discover the latest innovations from over 3,600 exhibitors at the world’s largest electronics show, featuring
cutting-edge products in AI, automotive, IoT, and more.
2:16 - ASML’s Sales Forecast: ASML projects strong growth, driven by rising
demand for AI chips, expecting a 8-14% annual sales increase over the next five
years.
3:02 - AMD’s Workforce Reduction: AMD plans to cut 1,000 jobs, focusing on AI
chip development to compete with Nvidia, despite a dramatic drop in gaming
sales.
3:48 - Infineon’s Market Outlook: Infineon faces a challenging 2025, with job
cuts and declining revenues, but focuses on AI as a growth area amidst weak
demand.
4:46 - EU Investment in Photonic Semiconductors: The EU commits €133 million to
boost Europe’s semiconductor industry, focusing on faster, more
energy-efficient photonic chips for data centers and automotive applications.
5:24 - Nvidia & SoftBank’s AI Telecom Partnership: Nvidia and SoftBank team
up to optimize 5G networks with AI-powered telecom cell towers, targeting
efficiency and low latency.
5:55 - SECO & Raspberry Pi IIoT Collaboration: SECO and Raspberry Pi
partner to enhance industrial IoT solutions, integrating advanced AI and device
management features for scalable applications.
6:36 - TSMC’s 2nm Process Launch: TSMC's 2nm GAA wafer production promises a
significant performance boost, offering 10-15% higher performance or 25-30%
power savings.
7:02 - Microchip's PolarFire FPGA for AI: Microchip introduces the PolarFire
FPGA Ethernet Sensor Bridge to improve edge AI applications in industries like
medical imaging and automation.
7:27 - Conclusion and Closing Remarks
Tags: #TechNews #Electronica2024 #TSMC #ASML #AI
#Semiconductors #5G #IndustrialIoT #Nvidia #SoftBank #Infineon #AMD #SiemensEDA
#SECO #ChipsJU #AMD #PhotonicSemiconductors #RaspberryPi #AIChips #TechIndustry
#ChipIndustry #ChipManufacturing #NvidiaAI #EdgeAI #SemiconductorNews #TEnews
Follow us for more insights on the latest in technology
and electronics: