Sohail Tosih Ahmed

Texas Instruments is moving to acquire Silicon Labs More control over manufacturing. More reliable supply. Better support for long-cycle industrial and IoT customers. As connected systems get more complex, companies that can design, build, and deliver at scale have a real advantage. This deal shows how TI is thinking long term. Full breakdown in the latest post: https://bit.ly/3ZlD2aN

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Data center bandwidth limits are a thing of the past. 🚧 The massive demands of A.I. and GPU computing require a breakthrough. Our new post breaks down how PCIe Gen 7 PHY delivers the performance, reliability, and power savings needed to transform compute, storage, and networking. 128 GT/s is the new standard. Read Full Blog Here: https://lnkd.in/gGFgc_pu #AIComputing #HPC #PCIe #Bandwidth #Technology

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the Intel Corporation Israel has started major layoffs, hitting Kiryat Gat—despite a $3.2B grant in 2023—as it falls behind industry leaders moving from 7nm/10nm to 3nm/5nm. For the first time, the Kiryat Gat plant is seeing layoffs. Previously spared from cuts, the facility is now part of Intel’s broader cost-cutting moves. Several hundred workers are expected to be affected. Earlier layoffs focused mainly on research divisions in Haifa and Petah Tikva. Intel also shut down local initiatives like Intel Ignite and Granulate, a startup it had acquired in 2022. These moves highlight a shift away from innovation investments. Kiryat Gat received major government support over the years, including a $3.2 billion grant in 2023. In return, Intel expanded operations there. But the site now lags behind in chipmaking tech, still using 7nm and 10nm processes as the industry moves to 3nm and 5nm. For a deeper understanding of the latest semiconductor technologies, read my new book, Semiconductor For All. Get your copy now on Amazon Kindle! https://lnkd.in/gzVV2fJm , For more updates and insights on AI and semiconductor, check out my blog, https://lnkd.in/gUmGrQh4 , To explore how chips shape our world and industries, subscribe my YouTube channel, https://lnkd.in/gdksSJG2 #semiconductor #ai #chips #manufacturing #semiconductorforall

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Micron Technology is undertaking massive construction projects to expand its production capacity amid a severe memory chip shortage. The company is investing $50 billion to more than double its Boise campus with two new wafer plants, expected to be operational by the end of 2028. Additionally, Micron has started building a $100 billion wafer plant complex near Syracuse, marking the largest private investment in New York State history. - $50 billion expansion includes two new wafer plants in Boise, with initial production by mid-2027. - $100 billion wafer plant complex under construction near Syracuse as part of a $200 billion U.S. expansion plan. This large-scale construction effort highlights significant growth and investment in semiconductor manufacturing infrastructure. Read more: https://lnkd.in/gnE-NMt5 #PRESWERX #NewYorkConstruction

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Scaling a semiconductor engineering team is not easy. Hiring talent is hard. Setting up infrastructure takes time. Managing operations across regions adds complexity. This is where the Build Operate Transfer (BOT) model makes a real difference. Instead of spending years building everything from scratch, companies can: • Build a dedicated engineering team faster • Operate with full support and infrastructure in place • Transfer the team once the operation is stable It allows global semiconductor firms to enter new markets, access talent, and scale R&D without operational friction. At AltCognito, our BOT model helps companies focus on what matters most. Innovation, product development, and long term growth. We handle the setup, operations, and local ecosystem. You get a ready high performing team built for your goals. As semiconductor innovation accelerates, the ability to scale quickly and efficiently will define the leaders. If you are exploring ways to expand your engineering capabilities, the BOT model might be the smartest path forward. Let’s talk about how we can help you build and scale your semiconductor R&D teams.

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Big news from Micron today—this marks a pivotal moment in our mission to advance U.S. semiconductor leadership. We’re expanding our U.S. investments to approximately $200 billion, reinforcing our long-term commitment to domestic memory manufacturing and R&D. This includes: - A second leading-edge memory fab in Boise, Idaho—complementing the high-volume fab already under construction - Expansion and modernization of our Manassas, Virginia facility - Plans to bring advanced HBM packaging capabilities to the U.S. - A $50 billion investment in domestic R&D - Continued progress toward our planned megafab in New York These initiatives are expected to create around 90,000 direct and indirect jobs and will help us meet the surging demand for AI-driven innovation. As someone closely involved in our U.S. expansion strategy, I’m incredibly proud of what this means for our communities, our workforce, and the future of American-made memory. This is about more than just scale—it’s about building resilience, driving innovation, and securing leadership in a critical industry. Thank you to our federal, state, and local partners for your support—and to the Micron team, whose dedication makes this possible. Read more about the announcement: https://lnkd.in/gqGUNQRX See the scale of our Idaho construction: https://lnkd.in/g_Cd4FXA

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With competitive incentives, affordable energy and proximity to major markets and research institutions, Greater Sacramento delivers the infrastructure and talent pipeline global #semiconductor leaders need to thrive.🚀📍 Our semiconductor industry is globally significant with specialties in memory research and development (R&D) and chip manufacturing. This week, we're at #SEMICONWest in Phoenix, one of the world’s leading semiconductor industry conferences, to showcase the region’s rapidly growing semiconductor ecosystem and connect with global companies and investors. This is a key opportunity to position our region on the global stage and attract new investment, jobs and innovation.🌎 Learn more: https://lnkd.in/eGrmaAFY #BeMore #DoGreaterSacramento

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In the AI application proliferation era where tokens per watt / sec are essential measure of deployment efficiency, Tomahawk5 switches showing about 48% power savings over an alternate solution plays a critical role to enable AI scale.

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