Alphawave Semi Tapes Out Breakthrough 36G UCIe™ IP on TSMC 2nm, Unlocking Foundational AI Platform IP on Nanosheet Processes
LONDON & TORONTO--(BUSINESS WIRE)-- Alphawave Semi (LSE: AWE), a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure, announced the successful tape out of one of the industry's first UCIe™ IP subsystem on TSMC's N2 process, supporting 36G die-to-die data rates. The solution is fully integrated with TSMC's Chip-on-Wafer-on-Substrate (CoWoS ®) advanced packaging technology, unlocking breakthrough bandwidth density and scalability for next-generation chiplet architectures.
This milestone builds on the recent release of the Alphawave Semi AI Platform, proving readiness to support the future of disaggregated SoCs and scale-up infrastructure for hyperscale AI and HPC workloads. With this tape-out, Alphawave Semi becomes one of the industry's first to enable UCIe connectivity on 2nm nanosheet technology, marking a major step forward for the open chiplet ecosystem.
'We're proud to lead the industry into the N2 era with the first UCIe IP on this advanced node,' said Mohit Gupta, Senior VP & GM, Custom Silicon & IP, Alphawave Semi. 'Our 36G subsystem validates a new class of high-density, power-efficient chiplet connectivity and paves the way for 64G UCIe and beyond—critical for AI and high-radix networking applications.'
Alphawave Semi's one of the industry's first UCIe IP subsystem on TSMC's 2nm process delivers 36G performance with 11.8 Tbps/mm bandwidth density, ultra-low power and latency, and advanced features like live per-lane health monitoring and comprehensive testability. Compliant with UCIe 2.0 standard and supporting multi protocols, including PCIe ®, CXL™, AXI, CHI and more with Alphawave Semi's highly configurable and efficient Streaming Protocol D2D Controller.
Alphawave Semi is advancing key ecosystem collaborations to enable groundbreaking technologies, leveraging D2D-based open chiplet interoperability to drive a broader AI connectivity platform for the industry. Alphawave Semi's UCIe IP on the TSMC N2 process affirms its position as one of the leading enablers of scalable, open chiplet ecosystems.
'Our latest collaboration with Alphawave Semi underscores our shared commitment to driving advancements in high-performance computing through design solutions that fully leverage the performance and energy-efficiency advantages of TSMC's advanced process and packaging technologies,' said Lipen Yuan, Senior Director of Advanced Technology Business Development at TSMC. 'This milestone illustrates how close collaboration with our Open Innovation Platform ® (OIP) partners like Alphawave Semi can enable the quick delivery of advanced interface IP and custom silicon solutions to meet the increasing demands of AI and cloud infrastructure.'
Alphawave Semi is already executing on its plans to deliver next-generation UCIe solutions, with 64G UCIe support — empowering AI and HPC customers to lead in a rapidly evolving chiplet-driven landscape.
About Alphawave Semi
Alphawave Semi is a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure. Faced with the exponential growth of data, Alphawave Semi's technology services a critical need: enabling data to travel faster, more reliably, and with higher performance at lower power. We are a vertically integrated semiconductor company, and our IP, custom silicon, and connectivity products are deployed by global tier-one customers in datacenters, compute, networking, AI, 5G, autonomous vehicles, and storage. Founded in 2017 by an expert technical team with a proven track record in licensing semiconductor IP, our mission is to accelerate the critical data infrastructure at the heart of our digital world. To find out more about Alphawave Semi, visit: awavesemi.com.
Alphawave Semi and the Alphawave Semi logo are trademarks of Alphawave IP Group plc. All rights reserved.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
9 hours ago
- Yahoo
Nvidia reportedly books entire server plant capacity through 2026 to build Blackwell and Rubin AI servers, pushing out other potential customers
When you buy through links on our articles, Future and its syndication partners may earn a commission. Being the world's largest supplier of processors for AI applications requires Nvidia to stay ahead of rivals in terms of technology and supply. To that end, Nvidia books the vast majority of TSMC's CoWoS capacity and is becoming actively engaged in the broader AI supply chain. To ensure that its clients get the Blackwell and Rubin-based machines they need, Nvidia this week booked an entire Wistron server plant in Taiwan to build AI servers, according to Economic Daily. Wistron's facility near Zhubei in the Southern Taiwan Science Park began production this quarter and was officially inaugurated on June 19. Economic Daily claims Nvidia has secured all available capacity at the plant, with confirmed orders extending through 2026. While this information has not been formally confirmed, the chief executive of Wistron said at the inauguration event that current contracts for AI servers extend at least a year into the future, according to Commercial Times. The production capacity of this particular plant is unknown, but Wistron's seven plants employ over 7,000 people and collectively produce approximately 240,000 systems based on the Blackwell platform each quarter. Due to the rapid growth in demand, the company anticipates that its existing capacity may not be able to keep pace with demand as early as 2026, according to the report. To handle increasing workloads, Wistron has already secured an adjacent building from Lianfa Textile to serve as a second plant (A2) in Zhubei. This site is scheduled to go online next year and will also build Nvidia-based servers. Once both sites are operational, the company's AI-related production capacity in Taiwan is expected to double. Shipments of AI servers became primary growth drivers not only for Wistron but also for Quanta (the largest producer of AI servers) and Foxconn in recent years. Therefore, Wistron has been steadily expanding its manufacturing footprint across Taiwan, including upgrades to its existing facilities in Hsinchu's Hukou district over the past two years. In addition, Wistron is also building a brand-new AI server plant near Dallas, Texas, and is expanding existing capacities in the U.S. Securing capacity at server manufacturers ensures that Nvidia's partners, including system suppliers and cloud service providers, receive their Nvidia-based machines when needed and in the quantities they require, despite tight supply. This not only ensures a robust supply chain and a steady increase in Nvidia's revenue, but also ensures that its rivals are unable to use the same capacities to build their products. Considering the significant demand for AI servers these days, we can hardly blame Nvidia if the company did, in fact, secure capacity at server assembly plants. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14 hours ago
- Yahoo
Could missing this dividend stock in 2025 be a costly mistake?
While dividend stocks aren't often as exciting as growth-based alternatives, they can still go on to deliver gargantuan returns. In fact, most of the top-performing UK stocks over the last two decades have been dividend-paying enterprises with a knack for steadily increasing payouts. One such example is Safestore Holdings (LSE:SAFE). In recent years, the self-storage operator has seemingly struggled ever since higher interest rates came along to combat inflation in 2022. But before this spanner was thrown into the works, since 2010, shareholders had reaped a massive 1,223% return. That's an average of 26.5% a year – more than four times what the FTSE 100 achieved during the same period. Since reaching its early 2022 peak, the stock's been on a downward trajectory. Higher interest rates have put pressure on its property valuations, funding costs, and investor sentiment, dragging its market-cap down by a painful 53%. However, while most investors have seemingly jumped ship, I believe not buying Safestore shares today could be a massive opportunity missed. Here's why. Despite the firm's tremendous performance track record prior to 2022, this isn't the first time Safestore has been under intense macroeconomic pressure. Today, there are seemingly a lot of parallels between the last three years and the group's first three years as a public company following the 2008 financial crisis. Safestore went public in March 2007, which was pretty bad timing for a leveraged real estate business. While the catalyst of the subsequent financial crisis is vastly different compared to what started happening in 2022, the effects are very similar. And three of the most prominent are: Increased financing costs. Falling property valuations dragging down net asset value. Collapsing investor sentiment surrounding REITs. Consequently, by the start of 2010, the Safestore share price had been slashed in half. Yet despite being a significantly smaller UK-only business with tighter interest coverage margins and much higher balance sheet leverage, management sucessfully navigated the storm. And long-term-focused shareholders were rewarded with market-beating gains. Today, Safestore's a much stronger multinational enterprise with better financial coverage, lower leverage levels, and strong free cash flow generation. But most importantly, it's led by a seasoned management team who know how to navigate challenging macroeconomic environments. These traits are arguably how the company's continued to invest and expand despite all the macroeconomic turmoil. And it's how the dividend stock has also continued to hike shareholder payouts, despite all the headwinds. With Safestore only barely scratching the surface of its growth opportunity in Europe, the firm's depressed share price looks like a phenomenal buying opportunity that hasn't been seen since 2010. At least, that's my opinion. Of course, it's impossible to ignore the risks and threats today that were necessarily around 15 years ago. Building regulations have changed drastically, which can and have complicated international construction, driving up costs. At the same time, the self-storage market's now filled with lots of rival companies trying to encroach on Safestore's territory. These threats cannot be ignored. But given management's track record, they're risks investors may want to consider taking given what this dividend stock could potentially deliver over the next 15 years. The post Could missing this dividend stock in 2025 be a costly mistake? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Zaven Boyrazian has positions in Safestore Plc. The Motley Fool UK has recommended Safestore Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15 hours ago
- Yahoo
Less than £20! Is Greggs the best FTSE share to buy for my ISA?
I sold Greggs (LSE: GRG) stock earlier this year. However, it keeps flashing up as potentially great value (at just under £20) on Stock Screener. So is this a FTSE share for me to rebuy for my ISA? Let's find out. When I look at Greggs, I see a few things I like about the business. These are why I originally bought the shares. Firstly, Greggs has a unique brand. The bakery chain from Newcastle, which sells around 140m sausage rolls a year, is brilliant at tapping into British humour. I've seen people wearing Greggs-branded clothes for a laugh, and the company plays along, fully in on the joke. According to YouGov BrandIndex rankings, Greggs is the most considered food-to-go brand for UK consumers and leads the way for value. Of course, a strong brand doesn't guarantee growth. Dr Martens and Burberry are two that are currently struggling. However, there's an underlying growth story at Greggs. It now has 2,638 shops, up from around 2,000 in 2020. It's aiming to open between 140 and 150 more this year, as it moves towards its target of 3,000 locations. Longer term, management sees scope for 4,500 shops. Needless to say, if it one day reaches that amount, sales will be significantly higher than the £2bn it notched up last year. To grow the store count, Greggs is targeting more travel hubs, namely airports, train stations, retail parks, and petrol stations. It's also opening later and growing its digital channels through partnerships with Just East and Uber Eats. Finally, the stock looks good value at the moment. It's trading for less than 14 times next year's forecast earnings, while offering a well-supported 3.7% dividend yield. So why did I sell the stock? There are a couple of main concerns I had. The first was the National Insurance and Living Wage hikes that businesses are having to contend with. To offset this, the company's been raising prices, which isn't ideal when consumers are already under pressure. But things might get worse. In May, HMRC data showed that the number of workers on company payrolls slumped by 109,000. That was the biggest monthly drop since the pandemic in 2020. It also seems increasingly likely that income taxes might go up next year. Another nagging concern I have is the potential impact of GLP-1 weight-loss injections like Mounjaro and Wegovy. These make people feel fuller more quickly and can fundamentally alter eating habits. Around a third of people in England and Wales are obese. To tackle this, the NHS is set to start a phased rollout of Mounjaro this month. Interestingly, management's now taking this threat seriously. CEO Roisin Currie has confirmed it's 'something on the horizon we are watching closely'. One response, she suggested, might be to serve up smaller portions, as well as offer more healthier options. Apparently, many people on these weight-loss treatments are opting to eat leaner proteins, particularly chicken. So Greggs is planning to launch more chicken-based snacks to complement its chicken goujons and popcorn chicken bites. I don't think Greggs is in any fundamental danger. But given this GLP-1 uncertainty, and the depressing economic backdrop, I think there are better growth opportunities out there for my portfolio. The post Less than £20! Is Greggs the best FTSE share to buy for my ISA? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Ben McPoland has positions in Uber Technologies. The Motley Fool UK has recommended Burberry Group Plc, Greggs Plc, Uber Technologies, and YouGov Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025
