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Archive for October 7th, 2024

New materials; Cerebras to go public; Amkor-TSMC collaboration; advancements in optical communication

Monday, October 7th, 2024

Artificial intelligence is the underlying theme for many of this week’s news updates, ranging from the development of new semiconductor materials to PCB assembly pricing.

U.S. government-funded R&D on new materials: UWBGS, AI-powered experimentation

Raytheon has been awarded a three-year, two-phase contract from DARPA to develop foundational ultra-wide bandgap semiconductors, or UWBGS, based on diamond and aluminum nitride technology. Phase one of the contract will focus on developing diamond and aluminum nitride semiconductor films and integrating them onto electronic devices. Phase two will focus on optimizing and maturing the use of these films onto larger diameter wafers for sensor applications. UWBGS defense applications will include radar and communication systems and high-speed weapon systems such as hypersonics.

The U.S. Department of Commerce has announced an open competition demonstrating how AI can assist in developing new sustainable semiconductor materials and processes that meet industry needs and can be designed and adopted within five years. CHIPS for America anticipates up to $100 million in funding to award recipients that develop university-led, industry-informed, collaborations about artificial intelligence-powered autonomous experimentation (AI/AE) relevant to sustainable semiconductor manufacturing. AI/AE combines automated synthesis and characterization tools with an AI “planner” to determine the next round of an experimental campaign, vastly accelerating the design of new materials and the acquisition of materials data.

Cerebras to go public

Cerebras, the AI company mostly known for its wafer-scale chips, has filed a registration statement with the U.S. Securities and Exchange Commission relating to a proposed initial public offering of its Class A common stock. The company intends to list its stock on the Nasdaq Global Market under the ticker symbol “CBRS.” By reading the IPO paperwork, EETimes has found that a single customer, G42, accounted for 83% of Cerebras’ revenue in 2023 and 87% in the first half of 2024. G42 is an AI development holding company based in Abu Dhabi.

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