SemiPulse — Semiconductor Intelligence

Intel's Arc Pro B70 workstation GPU almost matches RTX 5060 Ti 16GB in gaming performance

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tomshardware.com 2026-05-04 Hassam Nasir

The most performant Battlemage GPU out right now.

Intel Arc Pro B70 RTX 5060 Ti GPU performance workstation GPU gaming benchmark 3DMark ray tracing ECC GDDR6

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs

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tomshardware.com 2026-05-04 Luke James

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Nvidia Semiconductor Supply Chain TSMC Asia Manufacturing AI Chips 3nm Process LPDDR5X Data Center GPU

AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory

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tomshardware.com 2026-05-04 Kunal Khullar

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

AMD Ryzen AI APU Unified Memory LPDDR5X Radeon GPU Mobile Processor AI Computing

AI Accelerator Spec Maintains Rapid Update Pace

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eetimes.com 2026-05-04 Gary Hilson

It makes sense that the standard governing AI accelerators should release an update less than a year after its first iteration.Ultra Accelerator Link (UALink) 1.0 was released in April 2025, and the UALink consortium just released a major update to the specification that addresses in-network compute, chiplet definition, and manageability. These additions will support the deployment of UALink solut

AI Accelerator Interconnect UALink Data Center GPU Chiplet Interconnect Standard Compute Unit

Fraunhofer IPMS Eyes India For Contract Research and Semiconductor Partnerships

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eetimes.com 2026-05-04 Yashasvini Razdan

Germany-based research institute Fraunhofer Institute for Photonics and Microsystems (IPMS) is expanding its engagement with the Indian electronics industry and research institutions to extend its contract research model in the country’s emerging semiconductor and microelectronics sector.In an interview with EE Times, Michael Scholles, corporate business development manager at Fraunhofer IPMS, sai

Semiconductor Microelectronics Sensor Technology Photonics MEMS Industrial Digitalization Contract Research Technology Transfer

Designing Chips In The Context Of Rapidly Evolving AI

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semiengineering.com 2026-05-04 Ann Mutschler

Long‑running agents, tool-calling LLMs, and multimodal chaos are rewriting edge compu...

AI chip design Edge AI Chip architecture Computational performance Memory hierarchy Data movement RAS technology Multimodal AI

Manufacturing Steady in April as Inflation and Iran War Weigh In

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eetimes.com 2026-05-04 News Desk

U.S. manufacturing activity continued to expand modestly in April. It held the line for a fourth consecutive month, despite a dramatic surge in raw material costs and deepening geopolitical anxieties.The Institute forSupply Management (ISM) reportedthat its Manufacturing Purchasing Managers’ Index (PMI) registered 52.7% in April. This matched the March reading. The data signals that the broader U.

Manufacturing Inflation Supply Chain Geopolitical Risk US Economy PMI Raw Material Costs Employment Index

Nvidia’s push into physical AI sparks rally in Asian partners - Yahoo Finance

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finance.yahoo.com 2026-05-03 Yahoo Finance

Nvidia’s push into physical AI sparks rally in Asian partners Abhishek Vishnoi Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read 14 NVDA +1.75% 005930.KS -1.10% 005935.KS -1.46% 066575.KS +2.18% 2408.TW -4.53% Trade NVIDIA on Coinbase Trading disclosure (Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further

How Bright Is Bright Enough for AR in the Real World?

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eetimes.com 2026-05-01 David Goldman

Brightness has always been central to augmented reality (AR) display design. But for much of the category’s early development, it was treated as a theoretical concern—something to be optimized in controlled environments, measured in isolation, and debated through specifications rather than lived experience. That priority changed last year as AR glasses began to ship in everyday form factors.Once d

Augmented Reality Display Technology Optical Design Brightness Requirements AR Glasses Outdoor Display Light Efficiency Semiconductor Materials

How to Build Obsolescence‑Resistant Systems in an Era of Rapid Tech Change

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eetimes.com 2026-05-01

In an industry defined by rapid innovation, shrinking product life cycles, and fluctuating supply chains, semiconductor obsolescence has become an unavoidable challenge. While consumer, computing, and AI markets move quickly—often cycling through products in less than five years—long‑lifecycle sectors such as automotive, commercial avionics, industrial controls, medical, and defense depend on semi

semiconductor obsolescence system design supply chain management automotive electronics avionics defense electronics long lifecycle component end-of-life

How AI Is Transforming the Factory Floor

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eetimes.com 2026-05-01 Anne-Françoise Pelé

This report examines how sensing solutions and edge AI are transforming manufacturing and enabling decision-making in dynamic environments.

Artificial Intelligence Smart Manufacturing Industrial Robots Automation Edge Computing Machine Vision Semiconductor Manufacturing Data-Driven

Timestamp Drift and Sensor Synchronization: Small Timing Errors, Big Safety Consequences

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eetimes.com 2026-04-30 Nitish Sanghi

Minor timing errors can make an autonomous system act on a world model that is already out of date.

Autonomous Systems Timing Synchronization Sensor Fusion System Integration Safety Risks Timing Errors Localization Accuracy Motion Compensation

Athos Scraps Multi-Vendor Roadmap, Plans Chiplet Tape-Out

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eetimes.com 2026-04-30 Sally Ward-Foxton

The startup has ditched multi-vendor chiplets for a powerful in-house design, promising safety, scalability, and aggressive pricing.

Chip Design Functional Safety Automotive Chips Chiplet Autonomous Driving Semiconductor Manufacturing Chip Packaging Supply Chain

Creating Agentic EDA Methodologies

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semiengineering.com 2026-04-30 Brian Bailey

Current approaches involve multiple tools, vendors, designs, data formats, and abstract...

EDA Industry Artificial Intelligence Agentic Design Semiconductor Manufacturing Design Automation AI Chips Data-Driven Design Front-End Design

NoC Coherency Challenges Balloon With AI SoCs And Chiplets

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semiengineering.com 2026-04-30 Liz Allan

Complex chips need coherent and non-coherent sub-NoCs to ensure efficient data paths. C...

Network-on-Chip AI SoC Chiplets Cache Coherency Data Movement System Integration Multi-die Design NoC Architecture

SUSE, Nvidia Launch AI Infra for Enterprise AI Deployment and Sovereignty

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eetimes.com 2026-04-30 Yashasvini Razdan

The stack includes an ecosystem approach combining SUSE’s open-source stack, managed service providers, and global system integrators.

AI Infrastructure Enterprise AI Data Sovereignty Hybrid Cloud Open Source GPU Orchestration AI Workloads Edge Computing

Lumai Productizes Lens-Based Optical Computer

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eetimes.com 2026-04-29 Sally Ward-Foxton

New systems are for evaluation, with commercial systems coming by 2029.

Optical Computing AI Inference Matrix Multiplication Acceleration Photonic Computing Semiconductor Technology Data Center Efficiency Llama Model Energy Efficiency

STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics Industrial IoT Smart Devices Cost-sensitive Design Ethernet Integration Cortex-M33

AI in Design Verification: Where It Works and Where It Doesn’t

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eetimes.com 2026-04-29 Mike Bartley

AI streamlines verification by targeting repetitive tasks but can't replace expert signoff.

AI IC Design Verification EDA Tools AI-assisted Verification Functional Verification Coverage Analysis Regression Testing

How Long Will CAN Stick Around As Rival Networks Speed Up?

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semiengineering.com 2026-04-29 Liz Allan

New in-vehicle networking technology will likely take over as more AI is added, but in ...

Automotive Ethernet CAN Bus LIN Network Software-Defined Vehicles Time-Sensitive Networking In-Vehicle Communication Ethernet Bridge Zonal Architecture