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semiconductor

Eliyan raises $40M from Intel and Micron to build chiplet interconnects • ZebethMedia

Increasingly, as Moore’s law rears its ugly head, computer chip developers are adopting “chiplet” architectures to scale their hardware’s processing power. Chiplets are Lego-like integrated circuit blocks designed to work with other, similar chiplets to form complex, stackable chips that boost performance while maintaining a similar physical footprint. Chiplets offer a number of advantages over conventional designs. But assembly issues — as well as challenges in balancing cost, performance, power consumption and time to market — often plague them in the early phases. Aiming to overcome the hurdles in chiplet creation, Ramin Fajadrad, Syrus Ziai and Patrick Soheili founded Eliyan, a chiplet interconnect startup, in 2021. Eliyan’s technology — dubbed NuLink — connects chiplet components using standard chip packaging, leading to what the company claims are faster-performing and more energy-efficient chips. “The focus is on developing a way to enable a more high-performance, lower-power and lower-latency interconnect for chiplet architectures, which experts agree is the only path to continuing to scale Moore’s law,” Farjadrad told ZebethMedia in an email interview. “We use our technology in standard packaging, thus saving time, cost and development effort compared to more advanced packing that other interconnect schemes require. In addition, our approach has sustainability benefits by reducing material costs and waste in the manufacturing process and lowering energy consumption for high-performance compute chips.” Eliyan’s roots are in a previous startup, Aquantia, that Marvell acquired in 2019. Farjadrad says the technology has been under development since 2017; he co-started Aquantia and served as the startup’s chief engineer for nearly 15 years. Prior to co-founding Eliyan, Farjadrad spent several years at Marvell as CTO and VP of the company’s networking and automotive division. Ziai is a former Qualcomm engineering VP, while Soheili was previously VP of business development at semiconductor firm eSilicon. While Eliyan hasn’t launched its technology commercially yet — it expects the first silicon to hit the market in Q2 2023 — the company claims to have achieved the last step before manufacturing, a tape-out, using semiconductor manufacturer TSMC’s 5 nm process. “Process” in chip lingo refers to an architectural platform; TSMC began mass-producing 5 nm chips in 2020. “Eliyan’s technology enables processors by allowing them to scale in performance and power to be more readily and practically manufacturable,” Farjadrad said. “The world will always need more computing power, and Eliyan is enabling a critical aspect of making sure scaling will happen for any type of high-performance computing application.” The fact that Eliyan’s tech has yet to reach market might give some would-be customers pause. But the startup has notable investors in the chip world behind it, including Intel and Micron, who alongside Cerberus and Celestra contributed to Eliyan’s $40 million Series A tranche that closed today. With the capital, Eliyan plans to continue chasing after a chiplet market that could be worth $50 billion in 2024 — specifically by ramping up testing and implementation. Farjadrad wouldn’t name clients, but said that Eliyan, which currently has a 21-person staff, is in discussions with “big semi companies, hyperscalers and AI processor startups.” “We’re dealing with the challenges and realities of physics in designing and manufacturing advanced chips … [but we’re] in a high-demand market,” Farjadrad said. “Our technology will ultimately lead to faster, more efficient and cheaper high-performance computing to run data centers, cloud computing AI, graphics and more.” 

Nvidia touts a slower chip for China to avoid US ban • ZebethMedia

Two months after the U.S. choke off China’s access to two of Nvidia’s high-end microchips, the American semiconductor design giant unveiled a substitute with a reduced processing speed for its second-largest market. The Nvidia A800 graphic processing unit is “another alternative product to the Nvidia A100 GPU for customers in China,” a spokesperson for Nvidia said in a statement to ZebethMedia. “The A800 meets the U.S. government’s clear test for reduced export control and cannot be programmed to exceed it.” The new chip was first reported by Reuters on Monday. The A100 processor is known for powering supercomputers, artificial intelligence, and high-performing data centers for industries ranging from biotech and finance to manufacturing. Alibaba’s cloud computing business has been one of its customers. A100, along with Nvidia’s enterprise AI chip H100, were placed under a U.S. export control list to “address the risk that the covered products may be used in, or diverted to, a ‘military end use’ or ‘military end user’ in China and Russia.” Nvidia previously reported that the U.S. ban could affect as much as $400 million in potential sales to China in the third quarter, so the new chip seems to be an attempt to remedy the financial loss. The A800 GPU went into production in Q3, according to Nvidia’s spokesperson. Indeed, chip distributors in China, such as Omnisky, are already marketing A800 in their product catalogs. The chip looks to be designed to circumvent U.S. export rules while still carrying out other core computing capabilities. Most of the key specs of A100 and A800 are identical except for their interconnect speeds: A800 runs at 400 gigabytes per second while A100 functions at 600 gigabytes per second, which is the performance threshold set by the U.S. ban. According to an analysis from the Center for Strategic and International Studies, a bipartisan think tank, “By only targeting chips with very high interconnect speeds, the White House is attempting to limit the controls to chips that are designed to be networked together in the data centers or supercomputing facilities that train and run large AI models.” Nvidia isn’t the only one slowing down its chips in order to evade U.S. sanctions. Alibaba and Chinese chip design startup Biren, which have been pouring resources into making rivals of Nvidia processors, are modifying the performance of their latest semiconductors, according to the Financial Times. That’s because Alibaba and Biren, like other fabless semiconductor firms, contract Taiwan’s TSMC to make their products. And because U.S. export controls cover chip sales by companies using American technologies, sales from TSMC fabs to China could be curtailed.

Volkswagen to plough €2.4B into vehicle automation in China and form JV with Horizon Robotics • ZebethMedia

Volkswagen is accelerating the pace to automate its electric vehicles for Chinese customers. CARIAD, a wholly-owned automotive software company of the German auto behemoth, intends to set up a joint venture with Horizon Robotics, one of China’s most serious auto chip developers, the company said on Thursday. The German automaker plans to deploy around €2.4 billion to its cooperation with Horizon Robotics, a transaction that’s expected to be completed by 2023 and is subject to regulatory approval. Following the deal, CARIAD will hold a majority stake of 60% in the JV. It wasn’t until 2020 that China moved to ease the rules that had previously barred foreign companies from owning majority stakes in local auto firms. The tie-up comes at a time of global chip shortage and surging semiconductor costs. A handful of automakers are already moving some of their chip production in-house to counter supply chain uncertainties. China’s electric vehicle upstarts Xpeng and Nio have both assembled sizable teams to develop auto-grade chips, according to Chinese tech business publication LatePost. The deal came just weeks after Horizon announced it had received a strategic investment from China’s state-owned automaker Chery Automobile. Together with Horizon Robotics, Volkswagen will be working on full-stack advanced driver assistance systems and autonomous driving solutions for the Chinese market. The goal is to “drive forward the integration of numerous functions on one chip, increasing the stability of the system, saving costs, and reducing energy consumption.” The vision is reminiscent of Nvidia’s recently announced next-generation auto-grade chip that’s designed to unify autonomous driving and in-car technologies. It’s interesting to see Volkswagen forming close ties with a Chinese startup, while Nvidia’s state-of-the-art auto chip is widely recognized as the most cutting-edge in the industry. Given the escalation of U.S. chip limits on China, it won’t be surprising that supply chain diversification is on the mind of VW executives. The question is whether Horizon can deliver something that’s up to par with its American counterpart. In any case, having an on-the-ground partner will likely help VW create more customized solutions for the world’s largest auto market. As Ralf Brandstätter, member of the management board of Volkswagen AG for China, remarks in a statement: “Localized technology development grants the region more autonomy to further expand its position in the dynamic automotive market. Cutting-edge technology comprising the full software and hardware stack, which the new joint venture will develop, will enable us to tailor our products and services even faster and more consistently to the needs of our Chinese customers. Teaming up with Horizon Robotics will allow Volkswagen to accelerate the development of automated driving solutions as part of our NEW AUTO strategy and drive the repositioning of our China business.”

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