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Commentary / Analysis

• Intel brings 3nm production to Europe in 2025 (Monday Mar. 31, 2025)
  Intel is shifting high volume production of 3nm chips to Europe at its Fab34 in Ireland later this year.
  
  
• Qualcomm initiates global anti-trust complaint about Arm (Thursday Mar. 27, 2025)
  Qualcomm has initiated anti-competitive complaints against Arm in the US, Korea and Europe, reports Bloomberg.
  
  
• Strategies for Addressing More Complex Custom Chip Design (Monday Mar. 24, 2025)
  Unprecedented growth and demand for edge computing and high-performance computing (HPC) is creating new opportunities and significant challenges for custom chips. We spoke to Sondrel CEO Oliver Jones to discuss some of the approaches to addressing these needs.
  
  
• SoCs Get a Helping Hand from AI Platform FlexGen (Monday Mar. 24, 2025)
  FlexGen, a network-on-chip (NoC) interconnect IP, is aiming to accelerate SoC creation by leveraging AI.
  
  
• Global Top 10 IC Design Houses See 49% YoY Growth in 2024, NVIDIA Commands Half the Market, Says TrendForce (Thursday Mar. 20, 2025)
  TrendForce reveals that the combined revenue of the world’s top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase.
  
  
• China Bets on Homegrown Chip Tech With RISC-V Push (Monday Mar. 17, 2025)
  Beijing intensifies promotion of open-source architecture amid semiconductor tensions
  
  
• The Case for Hardware-Assisted Verification in Complex SoCs (Monday Mar. 17, 2025)
  Synopsys recently launched two new hardware-assisted verification (HAV) systems, intended to address the need for specialized hardware to manage the complexity of modern chip design. In this article, we look at the rationale for HAV and look into the two new systems.
  
  
• Intel's New CEO Called "Strong Choice" to Respin Company (Thursday Mar. 13, 2025)
  Intel’s new CEO, Lip-Bu Tan, is a good choice to turn the struggling U.S. chipmaker around, according to analysts who spoke to EE Times.
  
  
• How AI Will Define the Next Silicon Supercycle (Monday Mar. 10, 2025)
  Silicon technologies define the billions of devices we use today, as well as powering solutions in the data center and cloud that are vital for processing in the age of AI.
  
  
• Arm vs. Qualcomm: The Legal Tussle Continues (Tuesday Mar. 04, 2025)
  Arm and Qualcomm's legal battle intensifies with new lawsuits and chip design plans. Stay updated on this complex tech saga.
  
  
• Interview with Xiphera CEO - Adapting to Market Changes (Wednesday Feb. 26, 2025)
  The security IP industry is undergoing major changes, driven by ongoing consolidation. In this evolving market, Xiphera - an independent European security IP vendor with an extensive portfolio - remains a Finnish company committed to delivering optimised solutions for the full spectrum of customers’ security needs.
  
  
• Semiconductor Industry Faces a Seismic Shift (Wednesday Feb. 26, 2025)
  Intel’s potential sale and split, Arm’s own chip, supply chain geopolitics, and Europe’s ambitions
  
  
• Intel in advanced talks to sell Altera to Silverlake (Thursday Feb. 20, 2025)
  Intel is reported by Bloomberg to be at an advanced stage in exclusive negotiations to sell a majority stake in its FPGA unit Altera to private equity fund Silverlake Partners.
  
  
• TSMC Will Not Take Over Intel Operations, Observers Say (Monday Feb. 17, 2025)
  TSMC will not take over the chipmaking operations of struggling U.S. rival Intel, according to industry analysts.
  
  
• ARM signs Meta as first chip product customer, says report (Monday Feb. 17, 2025)
  ARM has signed Meta Platforms Inc., formerly Facebook, as its first customer for a chip product as it transitions from being only a licensor of chip IP, according to the Financial Times.
  
  
• Worldwide Silicon Wafer Shipments and Revenue Start Recovery in Late 2024, SEMI Reports (Thursday Feb. 13, 2025)
  In the second half of 2024, worldwide silicon wafer demand started to recover from the industry downcycle seen in 2023, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.
  
  
• Could Thomas Caulfield lead Intel or a merged Intel-GloFo? (Wednesday Feb. 12, 2025)
  Speculation has started to circulate that Thomas Caulfield, CEO of Globalfoundries Inc., could be set to replace Pat Gelsinger as permanent CEO of struggling chip giant Intel.
  
  
• Semiconductor Giants Navigate AI Boom & Trade War (Wednesday Feb. 12, 2025)
  The semiconductor industry, a critical engine of the global economy, is currently undergoing a complex transformation, driven by the explosive boom of artificial intelligence (AI) and high-performance computing. However, the industry also faces macroeconomic uncertainties and evolving geopolitical swifts.
  
  
• OpenAI to tape-out on TSMC 3nm this year (Wednesday Feb. 12, 2025)
  
  
  
• Onsemi's Treo Taps Weebit ReRAM (Monday Feb. 10, 2025)
  Weebit Nano’s latest licensing agreement is a significant one for the ReRAM maker, which will see its ReRAM integrated into onsemi’s Treo Analog and Mixed Signal Platform to provide it with embedded NVM.
  
  
• Gelsinger Invests In British AI Chip Startup Fractile (Monday Feb. 10, 2025)
  Former Intel CEO Pat Gelsinger revealed he has invested in British AI chip startup Fractile.
  
  
• Qualcomm says Arm has withdrawn license breach notice (Monday Feb. 10, 2025)
  Qualcomm (QCOM.O), opens new tab Chief Executive Officer Cristiano Amon said on Wednesday that Arm Holdings (O9Ty.F), opens new tab has withdrawn a threat to terminate Qualcomm's license agreement with the chip technology provider.
  
  
• SoftBank in talks to buy server chip firm Ampere (Monday Feb. 10, 2025)
  SoftBank Group, the parent company of IP licensor Arm, is in discussions about acquiring Ampere Computing LLC, a vendor of server chips based on the Arm architecture, according to Bloomberg.
  
  
• Gartner Says Worldwide Semiconductor Revenue Grew 18% in 2024 (Monday Feb. 10, 2025)
  Worldwide semiconductor revenue in 2024 totaled $626 billion, an increase of 18.1% from 2023, according to preliminary results by Gartner, Inc. Revenue is projected to total $705 billion in 2025.
  
  
• Why UCIe is Key to Connectivity for Next-Gen AI Chiplets (Thursday Feb. 06, 2025)
  Deploying AI at scale presents enormous challenges, with workloads demanding massive compute power and high-speed communication bandwidth.
  
  
• CHERI Protects Memory at the Hardware Level (Thursday Feb. 06, 2025)
  Jamie Broome, chief product officer for automotive business and product management at Codasip, explained the role and importance of the CHERI Alliance and described Codasip’s new L730 processor focused on security and customization.
  
  
• Intel Halts Products, Slows Roadmap in Years-Long Turnaround (Monday Feb. 03, 2025)
  Intel has scrapped product launches and slowed its process technology roadmap as it embarks on a path toward a rebound that will take years, according to analysts surveyed by EE Times.
  
  
• ARM boost in $100bn Stargate data centre project (Thursday Jan. 23, 2025)
  ARM and its owner Softbank are a key partners in a datacentre infrastructure programme called Stargate.
  
  
• ST-GloFo fab plan shelved (Wednesday Jan. 22, 2025)
  The ST-Globalfoundries plan to build a joint FD-SOI 12 inch fab at Crolles is, reportedly, on hold.
  
  
• Electronic System Design Industry Posts $5.1 Billion in Revenue in Q3 2024, ESD Alliance Reports (Monday Jan. 20, 2025)
  Electronic System Design (ESD) industry revenue increased 8.8% to $5,114.5 million in the third quarter of 2024 from the $4,702.4 million registered in the third quarter of 2023, the ESD Alliance, a SEMI Technology Community, announced today in its latest Electronic Design Market Data (EDMD) report.