More Tech As The Blog Pivots To Generative AI Chips -- September 6, 2023

Locator: 45540TECH. 

The blog's focus:

• #1: the Bakken
• #2: the shale revolution
• #3: US oil sector
• #4: personal investing -- no recommendations; archived for my executor
  
• #5: chips -- CPUs and GPUs

Apple:

AMD, link here:

Su’s latest positive commentary is noteworthy. A month ago during an earnings call on Aug. 1 she said AI customer engagements had increased by more than seven times in the last quarter. A further improvement in interest would be sign the market hasn’t topped out yet.

At the Goldman conference, the CEO emphasized AMD is one of the few companies that offers a complete AI technology portfolio across chips and software. She said AMD also has the supply chain relationships to secure the capacity required—including in advanced chip packaging and advanced memory chips—to be a big player in AI semiconductor market.

Finally, the executive reiterated her expectation the market for AI accelerators in data centers will reach $150 billion by 2027. And she confirmed AMD’s upcoming MI300 AI accelerator was on track to launch during the fourth quarter.

Apple, ARM, link here:

Apple, ARM, link here:

"We have entered into a new long-term agreement with Apple that extends beyond 2040, continuing our longstanding relationship of collaboration with Apple and Apple's access to the Arm architecture," said Arm in the IPO document.

Arm's hardware underpins all of Apple's custom silicon processors such as the A15 in the iPhone 14 and the M2 in the MacBook Pro, since Apple licenses the Arm instruction set.

The document reveals that companies including Apple, AMD, Google, Intel, Nvidia, Samsung, and TSMC, have "indicated an interest" in buying "up to an aggregate" of $735 million in Arm shares.

TSMC, the world's largest contract chipmaker, has said it will decide this week whether to invest in the chip designer.

By holding Arm's shares, chipmakers will hope to have sway over Arm's management.

Japan-based SoftBank has been preparing for an IPO since its plan to sell Arm to Nvidia became subject to regulatory scrutiny. California-based Nvidia in January 2022 abandoned the purchase when it became clear that the deal would be blocked by the FTC.

Comment at the link:

This will be most-anticipated IPO in ten year, and will affect semiconductor sector for next ten years.