Opinion

AI Past, Present, and Future (Part 2)

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By Clive (Max) Maxfield

What’s at stake:

As artificial intelligence advances at a breakneck pace, we are standing at a crossroad where the line between science fiction and reality blurs. How will we navigate the ethical, economic, and personal impacts of artificial intelligence innovations? To understand where we’re heading, we first need to explore where we’ve come from and consider the present-day breakthroughs that are defining the world of our future.

In Part 1 of this mini-series on artificial intelligence (AI) and machine learning (ML), we predominantly pondered the days of AI Past. We commenced in the 1700s by considering some of the automata — self-operating machines or control mechanisms designed to automatically follow a sequence of operations or respond to predetermined instructions — that were created at that time.

A Lone Voice in Support of America’s Strict AI Rules

Where Are We Headed with China?

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By Bolaji Ojo

Death by a thousand cuts can quickly become a reality for certain segments of the electronics industry if swift action is not taken to address the question asked in the headline of this opinion piece.

Western governments, led by the US, have amassed a growing armada of rules, regulations, laws, and sanctions aimed at limiting China’s access to IP, innovations and technologies used in the development and production of advanced technology products. In addition, laws tightening or proscribing engagement with Chinese companies have been introduced in recent years.

Ask any industry executives, though, and it would be difficult getting an answer on the precise objectives of these actions, the role their companies are expected to play, and whether they see an end in sight to the tightening rules or a future where commerce can be conducted without severe national restrictions and penalties for violating drastic rules. The industry has accepted that geopolitics have become a staple of business, but they nevertheless puzzle about how long this will be and whether their views matter anymore.

AI Past, Present, and Future (Part 1)

Featured, Opinion

The more powerful AI becomes, the more polarizing it gets. Some people love it, others loathe it, and there are those who are becoming increasingly fearful of what may be coming our way.

Japan and Tenstorrent Start AI Chip School

Japan and Tenstorrent Plan ‘AI Chip Design School’

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By Junko Yoshida

Tenstorrent, an AI startup, scored big with a commission from the Japanese government to train at its U.S. offices up to 200 semiconductor engineers from Japan over the course of five years.

Under this “Engineering Training Program” supported by Japan’s Ministry of Economy, Trade, and Industry (METI) and Japan’s Leading-edge Semiconductor Technology Center (LSTC), selected engineers will have the opportunity to learn and work on Tenstorrernt’s cutting-edge AI/ML technology. Welcome to AI chip design school.

The program – almost two years in the making – is a brainchild spawned jointly by METI and Tenstorrent.

Intel-Samsung Foundry Union is a Non-Starter

Featured, Opinion

By Bolaji Ojo

Samsung Electronics has been unequivocal about its intentions regarding its foundry unit. The division, one of the last captive semiconductor fabrication operations in the world, is not available for sale. A spin-off is not in the cards either.

Neither concept makes sense, anyway.

A hook-up with Intel Foundry Services sounds even more ridiculous. And yet, speculators in the market are hawking this idea. A recent news report claims Intel had asked for a meeting with its Korean rival to discuss the formation of a foundry alliance that would be better positioned to compete against market leader Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC).

Arm vs. Qualcomm Marks the End of an Era

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By Peter Clarke

What’s at stake:
Access to Arm’s processor architecture is fundamental to Qualcomm’s business and has put it in a position to supply chipsets for the next generation of AI-enabled computers and Android smartphones. Therefore, a dispute between the companies is important to Microsoft and Samsung and numerous other PC and smartphone companies in their battles with Apple.

Going to court would not end Qualcomm Inc.’s endeavors immediately – technology-based legal disputes notoriously take years if not decades to resolve – but it would inhibit customer engagement and accelerate a transition to alternatives such as AI-forward architectures with RISC-V processors used for house-keeping.

And there is much at stake for Arm: Qualcomm’s revenue is one thing but more importantly is the idea of Arm as a benign third-party supplier of processor IP for many.

The Evolution and Future of Chiplets

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By Clive ‘Max’ Maxfield

What’s at stake:

“Chiplet technology is revolutionizing the semiconductor industry by offering alternative advantages compared with traditional monolithic designs,” says IDTechEx research director Xiaoxi He, adding it will become a $411 billion business by 2035. Chiplets are certainly getting popular, but basic questions about the technology, its history, and innovations required keep cropping up. Our columnist explores the fundamentals of chiplets and gives his prognosis about the future.

It seems like everyone is talking about chiplets and multi-die (chiplet-based) systems these days. This is one of those topics that many people think they understand… right up until the time they try to explain it to someone else.

The most embarrassing thing is when the person with whom you are “waxing eloquent,” as it were, poses an awkward question, like “So, what’s the difference between a hybrid microelectronic assembly (HMA), a multi-chip module (MCM), a system-in-package (SiP), and a multi-die system using chiplets?”

“Ah, that’s a very good question,” you reply, quickly followed by, “Good grief! Is that the time? Hold that thought and we will return to this topic when next we meet,” with your voice fading away in the distance as you head out of the door and run for the hills.

In fact, there are a whole bunch of interrelated concepts here, and it can be difficult to wrap your brain around all the nitty-gritty details, so before we proceed to peruse and ponder the latest and greatest happenings in chiplet space (where no one can hear you scream), it’s probably worth our while to take a little time to set the scene.

A Look Through Technology Time Portal

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In this debut column for the Ojo-Yoshida Report, Clive Maxfield saunters through time, reviewing decades-old technological innovations only to realize that today, ‘we are surrounded by technologies that would have blown the mind and boggled the brain of 1970s me.’

Tesla’s Game Plan From EV to SDV and AV

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By Junko Yoshida

In the post-truth era, there was nothing surprising about Tesla’s “We, Robot” event last week. Tesla’s CEO perpetuated the fantasy of an autonomous car in which “you could fall asleep and wake up at your destination.” I wonder if the investors and fans who initially declared themselves “blown away” by Telsa humanoids dancing and serving drinks were “shocked, shocked” when they learned they were talking to humanoids remotely controlled byTesla employees behind the scenes.

All par for the Tesla course.

Except in a few media outlets, I haven’t seen much outrage among Tesla fans against Elon Musk’s latest not-so-subtle deceptions.

Of course, in the age of post-truth politics, I know that objective facts take a back seat to personal emotion and devotion. But since when, is it okay to lie about science and technology?

Intel Chasing China with Chiplets

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By Junko Yoshida

What’s at stake:
Intel is way late to the global automotive market. But Intel Auto’s leader is seeking a foothold by worming into China – the world’s fastest growing auto market. Intel’s edge is its ability to design and manufacture chiplets. Is this Intel’s chance to finally crack a non-PC market, or is it just another “best-laid plan”?

When Jack Weast, Intel Fellow, was newly appointed to lead Intel’s relaunched Automotive unit and moved to China this year, I wasn’t the only one surprised.

So were Intel’s competitors and Chinese OEMs.

At first blush, this is a Hail Mary, Intel trying at the last minute to score a sliver of the growing global automotive market. In particular, Intel Auto is targeting Chinese EV makers who have been advancing their technologies at a break-neck speed, These developments in China, Intel firmly believes, will inevitably influence the auto industry everywhere.

Uncharacteristically, Intel is proceeding with a sense of urgency and an almost startup-like mentality.

Of course, there are pundits with misgivings. They wonder if the Santa Clara, Calif.-based giant jumped the gun, with little regard to the worsening tensions between the United States and China.