Thursday, June 20, 2024

Alphawave demos 9.2 Gbps HBM3E, 1.2 TBps memory bandwidth

Alphawave Semi has announced a 9.2 Gbps HBM3E sub-system (PHY + Controller IP) silicon platform, achieving an unprecedented memory bandwidth of 1.2 Terabytes per second (TBps) through chiplet-enabled technology.

In collaboration with Micron, channel simulations have demonstrated the platform’s exceptional performance, reaching 9.2 Gbps in an advanced 2.5D package across a complete HBM3E system. This system comprises the HBM3E IP subsystem, an innovative Alphawave Semi silicon interposer, and Micron’s HBM3E memory. 

HBM3E has become the preferred memory choice for AI and HPC systems due to its high bandwidth, optimal latency, compact footprint, and excellent power efficiency. Alphawave Semi customers are deploying comprehensive HBM subsystem solutions that integrate the company’s HBM PHY with a versatile, JEDEC-compliant, highly configurable HBM controller, which can be fine-tuned to maximize efficiency for application-specific AI and HPC workloads.

Alphawave Semi has also developed an optimized silicon interposer design to achieve best-in-class results in signal integrity, power integrity, and thermal performance at 9.2 Gbps.

“Micron is committed to advancing memory performance through our comprehensive AI product portfolio as the demand for AI continues to grow in data centers,” said Praveen Vaidyanathan, vice president and general manager of Micron’s Compute Products Group. “With their end-to-end channel simulations, we are pleased to see Alphawave Semi demonstrate a performance of 9.2 Gbps for AI accelerators with HBM3E. Together, we are empowering customers to accelerate system deployment with our Micron HBM3E solutions, delivering up to 30% lower power consumption compared to competitive offerings.”

“We are excited to lead the industry in delivering a complete 9.2 Gbps HBM3E PHY and controller chiplet-enabled platform achieving 1.2 TBps bandwidth, backed by channel simulations across the SoC, interposer, and Micron’s HBM3E memory,” said Mohit Gupta, senior vice president and general manager, Custom Silicon and IP, Alphawave Semi. “Leveraging this, along with our leading-edge custom silicon and advanced 2.5D/3D packaging capabilities, allows Alphawave Semi to provide a significant time-to-market advantage to our hyperscaler and data center infrastructure customers for their AI-enabled systems.”

Denmark's TDC NET upgrades to 800G with Ciena

TDC NET will deploy Ciena’s converged packet optical solutions to upgrade its metro and long-haul networks with 800G. 

TDC NET will deploy a modern OTN network based on Ciena’s 6500 family of Packet Optical platforms, powered by WaveLogic 5 Extreme programmable 800G technology and WaveLogic 5 Nano 100G-400G coherent pluggable transceivers.

TDC NET will utilize a range of Ciena products and services:

  • 6500 Family of Platforms and O-NIDs that enable sustainable OTN network evolution from the edge to the core with scalability, flexibility, and multi-layer programmability.
  • WaveLogic 5 Extreme to efficiently support up to 800 Gb/s speeds and 400GE client connectivity across any distance.
  • WaveLogic 5 Nano coherent pluggables that offer power- and space-efficient connectivity up to 400 Gb/s.
  • Coherent ELS edge-optimized open line system (OLS) for cost-efficient delivery of 100G to 800G coherent DWDM.
  • Navigator Network Control Suite that provides end-to-end visibility and assurance from a single point of control.

“By upgrading our network with Ciena we can offer our customers a full suite of modern digital services both nationally and internationally,” said Robert Dogonowski, Chief Commercial Officer of TDC NET. “We wanted a vendor that could support our network transformation without disrupting service and allow us to remain in control of the customer experience. The Ciena team has been collaborative throughout the process, and we are excited by what Ciena’s technology can do for our network.”

Anders Grand, Senior Director and General Manager, Ciena, added: “Leading service providers like TDC NET know the importance of being able to sustainably scale their networks. With Ciena’s WaveLogic technology, TDC NET can offer 800 Gb/s connectivity to its customers while also providing important savings in power usage to reach its climate targets.”

Crehan Research: Fibre Channel host bus adapter market rebounds strongly

As the supply-constraint-driven enterprise server and storage inventory levels have started to normalize, the demand for Fibre Channel Host Bus Adapters (HBAs) – which provide the mission-critical networking for these devices – has rebounded strongly. During the first calendar quarter of 2024, the Fibre Channel HBA market posted its second consecutive quarter of close to 30% revenue growth, according to the most recent report from Crehan Research.

The Fibre Channel networking market has been bolstered by the recent strong customer adoption of 64Gbps HBAs. In fact, 64Gbps HBAs have recently started to see better customer adoption than that of 32Gbps HBAs at a similar point in time.

Stronger 64Gbps HBA adoption has been helped by the arrival of Intel’s Sapphire Rapids server-class CPUs, with these scalable processor platforms placing more bandwidth demands on data center storage networks. Moreover, some enterprise customers are looking to incorporate high-speed Fibre Channel HBAs into AI-optimized servers, in order to access their more-valuable and proprietary data residing on Fibre Channel storage arrays.

Crehan’s report also notes that Broadcom has been the main beneficiary of the stronger 64Gbps Fibre Channel HBA adoption as a result of its first-to-market Emulex product introductions and the incorporation of key security features within these. As a result, Broadcom accounted for the majority share of the 64Gbps Fibre Channel HBA market, as well as the overall Fibre Channel HBA market.

“As enterprise storage networking demand has increased, Fibre Channel has shown that it is still a vital technology in this realm, with robust market growth," said Seamus Crehan, president of Crehan Research. "In correlation with the HBAs, Fibre Channel switching revenue has also grown strongly over the past couple of quarters, with a year-over-year increase in excess of 25%.”

Dell'Oro: Cable Outside Plant Equipment revenues rise 15% yoy

Total Cable Outside Plant Equipment revenues are expected to increase to $972 M in 2024, up 15 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. The rise is driven largely by continued mid- and high-split DOCSIS 3.1 and DAA (Distributed Access Architecture) projects in the North American market, which are driving purchases of new DAA Nodes to support Remote PHY deployments. The market will heat up later this year as Full Duplex 1.2 GHz and 1.8 GHz amplifiers will begin shipping, with significant volumes expected in 2025.

“The current focus on Remote PHY and band splitting will lead to longer-term DOCSIS 4.0 upgrades, particularly in the North American and select European markets, where operators are looking to increase capacity and keep pace with fiber ISPs,” said Jeff Heynen, Vice President of Broadband Access and Home Networking market research at Dell’Oro Group. “These upgrades will result in a significant increase in spending on optical nodes, amplifiers, and passive equipment, including taps and hardline splitters, through 2028,” added Heynen.

Additional highlights from the Cable Outside Plant Equipment Advanced Research Report:

  • Global Cable Outside Plant Equipment revenues are projected to peak at $2 B in 2027, when the largest number of tier one operators in North America are expected to be in the middle of their amplifier and node upgrades for DOCSIS 4.0.
  • The North American market will remain the largest region for Cable Outside Plant Equipment revenue, as operators in other regions either continue with DOCSIS 3.1 or increasingly overbuild with fiber.
  • The DOCSIS 4.0 upgrade cycle will continue through 2030 as operators consistently expand their footprint using 1.8 GHz amplifiers, Full Duplex 1.2 GHz amplifiers, and 2 GHz taps where necessary.
  • Generic Access Platform (GAP) Nodes are expected to ramp up in the North American market, with unit shipments peaking in 2029.

Oracle plans to open a third cloud region in Spain

Oracle plans to invest more than US $1 billion to open a third cloud region in Madrid, Spain.

The new public cloud region will enable Oracle customers and partners across all industries in Spain, including its prominent financial services sector, to migrate mission-critical workloads from their data centers to Oracle Cloud Infrastructure (OCI) while helping them address regulations like the Digital Operational Resilience Act (DORA) and the European Outsourcing Guidelines (EBA, EIOPA, ESMA). Telefonica España will be the host partner for the planned cloud region.

The upcoming cloud region in Madrid will help public and private sector organizations migrate all types of workloads to the cloud, modernize their applications, and innovate with data, analytics, and AI. Oracle is the only hyperscaler capable of delivering AI and a full suite of 100+ cloud services across dedicated, public, and hybrid cloud environments, anywhere in the world. This includes Oracle Autonomous Database, MySQL HeatWave Database Service, Oracle Container Engine for Kubernetes, Oracle Cloud VMware Solution, OCI Generative AI service, and OCI AI Infrastructure.

"The opening of the third Oracle cloud region in Spain is excellent news for our country," said José Luis Escrivá, minister for digital transformation and public administration, Government of Spain. "The investment announced by Oracle provides a significant boost that will help Spanish enterprises and public sector organizations innovate with AI and continue advancing on the path of digital transformation."

Oracle also offers a separate EU Sovereign Cloud with one region in Madrid to help public and private sector customers with data and applications that are sensitive, regulated, or of strategic regional importance, move to the cloud. The Oracle EU Sovereign Cloud in Madrid is operated by EU-based personnel and supports workloads that fall under EU guidelines and requirements for sovereignty and data privacy.

Cisco named Official Network Equipment Partner of LA28 Olympic Games

Cisco has been selected as the Official Network Equipment Partner for the LA28 Olympic and Paralympic Games.

Cisco will deliver on its long-standing history with the Olympic and Paralympic Movement to not only provide secure connectivity through its industry-leading networking infrastructure, but also positively impact the city of Los Angeles and people in the region.

Since 2012, Cisco has served as an Official Partner of several editions of the Olympic and Paralympic Games, connecting and protecting athletes, fans and stakeholders in London (2012), Rio de Janeiro (2016), Tokyo (2020) and Paris (2024). Cisco’s networking solutions will be deployed across numerous venues throughout the Los Angeles Metropolitan Area to ensure secure and reliable connectivity for all involved in the LA28 Games.

Neoconix ships connectors supporting 112Gbps data rates

Neoconix has begun shipping its latest board-to-board array connectors, the “Mini” (CBM) and SPH3 “Ultra,” powered by innovative C-Beam™ technology. These connectors are designed to support high-speed data rates of up to 112Gbps and are available in pitches of 0.5mm and 0.6mm.

Neoconix said its C-Beam technology, an enhancement of its PCBeam technology, is tailored for ultra-dense pitches down to 0.4mm and high-speed applications up to 112Gbps. It offers up to a 40% reduction in pitch compared to PCBeam, enabling high pin counts that combine numerous high-speed differential pairs, power, and signals in a single connector.

The Neoconix CBM “Mini” connector family features 84 and 128 position counts at 0.6mm and 0.5mm pitches respectively, all within a standard configuration smaller than a U.S, dime. The SPH3 “Ultra” connector family includes six offerings with three configurations (Large, Medium, and Small) across two pitches (0.5mm and 0.6mm), with pin counts ranging from 408 to 840 positions.

Renesas acquires Transphorm for gallium nitride (GaN)

Renesas Electronics has acquired Transphorm (Nasdaq: TGAN), a supplier of gallium nitride (GaN) power semiconductors. With this acquisition, Renesas will immediately begin offering GaN-based power products and related reference designs to meet the rising demand for wide bandgap (WBG) semiconductor products.

WBG materials such as GaN and silicon carbide (SiC) are considered key technologies for next-generation power semiconductors due to their superior power efficiency, higher switching frequencies, and smaller footprints compared to conventional silicon-based devices. Both GaN and SiC-based products are expected to grow rapidly over the next decade, driven by demand from electric vehicles (EVs), inverters, data center servers, artificial intelligence (AI), renewable energy, industrial power conversion, consumer applications, and more.

Renesas stated that investing in its power business is part of its long-term strategy for achieving sustainable growth. Other recent initiatives by Renesas to bolster this market segment include the opening of the Kofu Factory, a dedicated 300-mm wafer fab for power products; ramping up a new SiC production line at the Takasaki Factory; and forging an agreement with Wolfspeed to secure a steady supply of SiC wafers over the next 10 years. With GaN technology now part of Renesas’ portfolio, the company is poised to offer more comprehensive power solutions to support the evolving needs of customers across a broad range of applications.

On the same day it completed the acquisition of Transphorm, Renesas rolled out 15 new Winning Combinations, market-ready reference designs that combine the new GaN products with Renesas’ embedded processing, power, connectivity, and analog portfolios. These include designs integrating Transphorm’s automotive-grade GaN technology for on-board battery chargers and 3-in-1 powertrain solutions for EVs.

Founded in 2007 in Goleta, California, Transphorm has roots from the University of California at Santa Barbara and the Wide Bandgap industry. 

Adtran joins Luxembourg Internet eXchange

Adtran has joined the Luxembourg Internet eXchange (LU-CIX), a major European internet exchange. The LU-CIX community, comprising internet service providers, telecommunication companies and content networks, collaborates to improve network efficiency and strengthen Luxembourg as a major digital hub.

Adtrans' FSP 3000 open optical transport solution was instrumental in expanding LU-CIX’s network capacity efficiently and sustainably, and the Adtran ALM fiber monitoring platform is helping boost the reliability of LU-CIX’s services.

“We’re very pleased to be part of the LU-CIX community. The power of collaborative initiatives like this one cannot be overstated. The LU-CIX supporting member hub is key to driving technological advancements and shaping the future of digital infrastructure in this region and across Europe,” commented Stuart Broome, GM of EMEA sales at Adtran. “LU-CIX’s proactive approach to interworking and its leadership in the industry align perfectly with our commitment to open, multi-vendor networks. Our technologies are ideal for enhancing and supporting the scalability and security of major internet exchanges like LU-CIX, ensuring a more connected and resilient future.”