Alibaba vice-president Qi Xiaoning stated that global tech firms, including those from the US, China, India, Brazil, and Europe, are collaborating on the open-standard RISC-V chip architecture despite US-China tech rivalry. He emphasized that this cooperation fosters friendship and trade.
NVIDIA's Kyber rack-scale architecture, designed for its 2027 Rubin Ultra chips, is reportedly delayed to 2028 due to manufacturing challenges with a key circuit board. This setback, along with a scrapped backup plan, raises questions about NVIDIA's product roadmap and could benefit rivals like AMD and Google.
IBM has introduced a sub-1 nanometer nanostack chip architecture, doubling transistor density and offering significant performance and energy efficiency gains for AI data centers. This new technology vertically stacks transistors and improves SRAM scaling, with commercial production anticipated within a decade.
Huawei has introduced a new Tau (τ) Scaling Law and LogicFolding architecture, aiming to achieve chip transistor density equivalent to 1.4nm processes by 2031. This move is a significant step towards China's self-reliant semiconductor ecosystem, with new Kirin chips set to adopt the technology later this year.
Huawei has been using a new scaling law, dubbed "Her's Law," to design and mass produce 381 chips over the past six years. The law replaces traditional geometric miniaturization with time scaling and enables the new LogicFolding architecture, boosting transistor density.
