Monday, October 3, 2022

Samsung updates roadmap, aims for 1.4nm nodes in 2027

At its annual Samsung Foundry Forum event in San Jose, California, Samsung Electronics outlined its goals to drive process nodes to 1.4nm in 2027. 

Samsung, which currently has 3nm process technology in mass production, Samsung will be further enhancing gate-all-around (GAA) based technology and plans to introduce the 2nm process in 2025 and 1.4nm process in 2027.

The event focused on foundry process technology innovation, process technology optimization for each specific applications, stable production capabilities, and customized services, including the enhancement its GAA-based 3nm process support for HPC and mobile applications. Samsung will also diversify the 4nm process for HPC and automotive applications.

For automotive customers specifically, Samsung is currently providing embedded non-volatile memory (eNVM) solutions based on 28nm technology. In order to support automotive-grade reliability, the company plans to further expand process nodes by launching 14nm eNVM solutions in 2024 and adding 8nm eNVM in the future. Samsung has been mass producing 8nm RF following 14nm RF, and 5nm RF is currently in development.

“The technology development goal down to 1.4nm and foundry platforms specialized for each application, together with stable supply through consistent investment are all part of Samsung’s strategies to secure customers’ trust and support their success,” said Dr. Si-young Choi, president and head of Foundry Business at Samsung Electronics. “Realizing every customer's innovations with our partners has been at the core of our foundry service."

Samsung also confirmed that its 3D packaging X-Cube with micro-bump interconnection will be ready for mass production in 2024, and bump-less X-Cube will be available in 2026.

In addition, Samsung highlighted its production expansion. The company plans to expand its production capacity for the advanced nodes by more than three times by 2027 compared to this year. Including the new fab under construction in Taylor, Texas, Samsung's foundry manufacturing lines are currently in five locations: Giheung, Hwaseong, and Pyeongtaek in Korea; and Austin and Taylor in the United States.

Lockheed Martin and Verizon demo 5G.MIL drones

Lockheed Martin and Verizon demonstrated 5G-enabled drones for capturing and securely transfering real-time intelligence, surveillance and reconnaissance (ISR) data from aircraft in flight. 

The demonstration, which occurred at Lockheed Martin’s 5G test range in Waterton, Colorado, used mmWave 5G to move data from aircraft in flight over Lockheed Martin’s multi-site, multi-vendor 5G.MIL pilot network.

Lockheed Martin flew four rotary wing drones on coordinated ISR missions while linked to two Verizon On Site Private Network nodes. The companies then seamlessly and securely moved the data captured by the drones between a 5G private network and a surrogate public network. 

The companies said the ability to use private and public 5G networks is key because it will extend the reach of 5G.MIL technology to a range of military environments where commercial networks may not be available or appropriate.

The drones then successfully located a target in the field that was transmitting a low power RF signal. The signal was detected because real-time drone sensing data was transmitted over the Verizon network and then processed by advanced signal processing algorithms running on edge compute resources, enabling geolocation of the signal source.

“To stay ahead of our adversaries, military decision-makers need the timely and accurate information that 5G.MIL delivered in this demonstration,” said Dan Rice, vice president of 5G.MIL Programs at Lockheed Martin. “By blending advanced commercial 5G capabilities with military capabilities using secure, open standards, we are helping to make the DOD’s vision for integrated deterrence a reality.”

“Verizon is the network America relies on, and our Private 5G Ultra Wideband networks provide the security, reliability, capacity and low latency that the defense sector depends on,” said Srini Kalapala, Senior Vice President for Technology and Product Development at Verizon. "By demonstrating the mission critical connectivity that our network provides, we are demonstrating how 5G and edge computing can help the DOD address their strategic priorities and continue to develop advanced solutions.”

Black Hawk flight data transferred via AT&T 5G

In a test conducted last month at Lockheed Martin's Sikorsky headquarters in Stratford, Connecticut, AT&T securely and rapidly transferred UH-60M Black Hawk health and usage data through an AT&T 5G private cellular network and Lockheed Martin's 5G.MIL multi-site pilot network.The AT&T 5G millimeter wave private cellular network wirelessly transferred data to the 5G.MIL network through ground support equipment from the Black Hawk's Integrated...

Lockheed Martin and Keysight test 5G.MIL for aerospace/defense

Lockheed Martin and Keysight Technologies are actively collaborating on a 5G.MIL testbed that Lockheed Martin teams will use to advance 5G capabilities for multiple aerospace and defense applications. The testbed, which reached initial operational capability in July, will help Lockheed Martin’s 5G.MIL teams quickly verify interoperability and performance with a wide range of 5G assets and simulate reliable and secure communications. Since that...

Verizon and Lockheed Martin collaborate on 5G.MIL

Verizon (NYSE: VZ) and Lockheed Martin are collaborating on 5G.MIL technologies that will provide ultra-secure, reliable connections for U.S. Department of Defense systems , bringing together high-tech platforms into a cohesive network spanning air, land, sea, space and cyber domains. The companies highlighted a joint demonstration that used a Verizon private 5G network installed at Lockheed Martin Space’s 5G Test Range in Colorado, connected...

Dell'Oro: Data Center Physical Infrastructure spending up 9%

Data Center Physical Infrastructure (DCPI) revenues grew 9 percent year-over-year in 2Q 2022, driven by average selling price increases and marginal improvement in unit shipments, according to a report from Dell'Oro Group.  Supply chain constraints are expected to linger into 2023 but minor improvements are forecast to lead to increasing unit shipments, alongside continued price realization in 2H 2022. These factors have led the 2022 full-year outlook for data center physical infrastructure to be raised by nearly 2 percent year-over-year (Y/Y).

“The Data Center Physical Infrastructure market remained resilient in 2Q 2022, despite Russia’s invasion of Ukraine and COVID-related lockdowns in China resulting in global macroeconomic uncertainty,” said Lucas Beran, Principal Analyst at Dell’Oro Group. “Furthermore, the global trends of electrification and digitalization, inherently linked to sustainability, are solidifying themselves as major DCPI market drivers, both in the short and long term. Historically high DCPI vendor backlogs provide the market with a strong runway into 2023. However, growing macroeconomic uncertainty and waning price realization are expected to moderate DCPI growth in 2023, particularly in the enterprise market segment.”

Additional highlights from the 2Q 2022 Data Center Physical Infrastructure Quarterly Report:

  • Eaton, Cyberpower, Huawei, and Schneider Electric gained revenue share in 2Q 2022.
  • North America and Asia Pacific (excluding China) were the fastest growing regions, at double-digit growth rates, in 2Q 2022. China was the only region to decline Y/Y, due to COVID-related lockdowns.
  • Product growth was broad-based, with shorter sale cycle products such as single-phase UPS and rPDU growing at double-digit rates, while longer sale cycle products such as three-phase UPS and cabinet power distribution grew at slightly lower rates.
  • Worldwide DCPI revenue growth is forecast above 10 percent in 2022, driven by double-digit cloud and colocation service provider growth and mid-single-digit enterprise growth.

DE-CIX expands cloud connectivity in Dallas region

DE-CIX has enhanced its cloud connectivity capabilities in the Dallas market via the DE-CIX Dallas multi-service interconnection platform, which now offers direct access to Amazon Web Services (AWS), Google Cloud and Microsoft Azure solutions, including Microsoft Azure Peering Services – the most reliable and SLA-backed way to reach cloud-based Microsoft365 and Dynamics365 solutions. 

DE-CIX Dallas' growing interconnection ecosystem now offers access to over 120 networks, including direct and dedicated access to clouds to support enterprise network requirements.

Once connected via DirectCLOUD, enterprises and ISPs serving enterprises benefit from DE-CIX’s business class interconnection services to readily set up VLANs for multi-cloud connectivity solutions. DE-CIX’s private connectivity capabilities deliver controlled, secure and direct connectivity to multiple global cloud providers through a single connection.

“Network interconnection and improving cloud access are growing concerns for enterprises.” comments Ed d’Agostino, VP and GM DE-CIX North America. “In developing the Dallas market, we specifically deployed our core switches where most networks reside. Our Transport Partner program enhances reach to DE-CIX Dallas through partner networks including Gigabit Communications, LOGIX Fiber Networks and PacketFabric that serve the greater Texas market. Now businesses across Texas can leverage turnkey access to DE-CIX Dallas to take advantage of the interconnection data gravity and our enhanced DirectCLOUD service capabilities available in the market.”

SiTime supplies precision timing Tesla Dojo AI supercomputer

SiTime is delivering precision timing solutions for the Tesla Dojo System, a supercomputer that has been built with a no limits philosophy. 

Through close engineering collaboration and multiple iterations over an extended period, SiTime’s engineers provided an alternative MEMS oscillator, along with system-level techniques, that fixed the problem for dense integration design of Dojo power module.

“The problem on Tesla’s Dojo power module is one of the more unique cases in my 35 year engineering career,” stated Nara Bharath, executive vice president of systems engineering at SiTime.“The power module for Tesla’s Dojo system is very dense, with vertical integration of key components, including clocks. We worked closely with Tesla engineers to find the root cause, select the right SiTime part and program it appropriately to fix this problem, ensuring that the system works in harsh conditions. Our collaboration with Tesla is a great example of how leaders can work together to advance the future of electronics.”

Bill Chang, Dojo’s system design lead, noted, “Solving density problems is the cornerstone of achieving our system performance. Unlike conventional designs, we had to design a unique power module which is very dense and integrates all components, including timing. SiTime’s MEMS clocking technology and system-level knowledge enabled a power module that optimized unprecedented density and complex integration, which in turn, enabled high system performance on Dojo.”

Intel's Mobileye files for IPO

Intel's subsidiary, Mobileye, filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission for an initial public offering of its Class A common stock. 

Mobileye intends to list its Class A common stock on the Nasdaq Global Select Market under the ticker symbol “MBLY.”

Intel plans IPO for Mobileye

Intel plans to take Mobileye public in the United States in mid-2022 via an initial public offering (IPO) of newly issued Mobileye stock.Intel will remain the majority owner of Mobileye, and the two companies will continue as strategic partners, collaborating on projects as they pursue the growth of computing in the automotive sector.Mobileye focuses on advanced driver-assistance systems (ADAS) and self-driving solutions. In 2021, Mobileye shipped...

Intel acquires Moovit for Urban Mobility App

Intel has acquired Moovit, an Israeli-based mobility-as-a-service (MaaS) solutions company, for approximately $900 million ($840 million net of Intel Capital equity gain). Moovit's urban mobility application offers multimodal trip planning by combining public transportation, bicycle and scooter services, ride-hailing, and car-sharing. The app has more than 800 million users and services in 3,100 cities across 102 countries. Moovit was founded in...

Intel to Acquire Mobileye for $15.3 Billion - Automated Driving

Intel agreed to acquire Mobileye, a developer of machine vision systems for automated driving, for $63.54 per share in cash, representing a fully-diluted equity value of approximately $15.3 billion and an enterprise value of $14.7 billion. The acquisition will couple the best-in-class technologies from both companies, including Intel’s high-performance computing and connectivity expertise and Mobileye’s leading computer vision expertise to create...

Calix names Michael Weening as president and CEO

Calix named Michael Weening as president and chief executive officer, replacing Carl Russo, who remains as Chairman of the Board.

Weening has been a member of the Calix leadership team for over six years. During his tenure at Calix, he has led functions including sales, services, marketing, products, and operations. In January of 2021, he was promoted to the role of president and chief operating officer. 

“I joined Calix in 2016 because I was inspired by the Calix strategy to completely transform the broadband market at a time when the industry required transformation,” said Mr. Weening. “I believe that Calix is a special company where I can partner with and learn from a visionary leader, Carl Russo, and the entire Calix team. Thanks to Carl’s leadership, we have completed the second phase of our evolution - from a networking innovator to the broadband industry’s only platform and cloud company. I am honored to lead Calix as we enter the third phase of our evolution. "

“Michael has been a core leader and strategic contributor since joining Calix more than 6 years ago. In recent times, he has led the team as we have executed with excellence,” said Carl Russo, Calix board chairman. “Michael has the right vision and leadership for Calix as we become an ecosystem partner for broadband service providers. I am excited that our partnership will continue as I shift my focus to leading the board in our mission to ensure that Calix stays in front of this enormous opportunity.”