D&R Headline News | Most Popular | SoC News Alerts | |

Commentary / Analysis

• VyperCore plans 5nm RISC-V server chip and card (Monday Sep. 23, 2024)
  VyperCore in Bristol is aiming to design and sell a 5nm chip and card for the server market to accelerate existing software.
  
  
• SMIC cuts capex and R&D (Monday Sep. 09, 2024)
  China’s leading foundry, SMIC, has been cutting capex and R&D despite soaring imports of chip manufacturing equipment into China.
  
  
• Q2 2024 Global Semiconductor Equipment Billings Increased 4% Year-Over-Year, SEMI Reports (Thursday Sep. 05, 2024)
  Global semiconductor equipment billings increased 4% year-over-year to US$26.8 billion in the second quarter of 2024, while quarter-over-quarter billings edged up 1% during the same period
  
  
• Global Semiconductor Sales Increase 18.7% Year-to-Year in July (Wednesday Sep. 04, 2024)
  Sales into the Americas jump 40.1% year-to-year to lead all markets; worldwide chip sales increase 2.7% month-to-month
  
  
• Intel considers foundry split, fab cancellations (Monday Sep. 02, 2024)
  Intel is considering its strategic options around its manufacturing unit known as Intel Foundry, according to a Bloomberg report that cited unnamed sources.
  
  
• Urgent Orders Boost Wafer Foundry Utilization in Q2; Global Top 10 Foundry Revenue Grows 9.6% while VIS Climbs Two Spots, Says TrendForce (Monday Sep. 02, 2024)
  TrendForce’s latest investigations have found that the arrival of China’s 618 mid-year shopping season as well as inventory levels of consumer electronics reaching healthier levels, have prompted customers to begin restocking components, resulting in urgent orders for wafer foundries.
  
  
• DeepX Hints At Next-Gen AI Chips (Monday Sep. 02, 2024)
  DeepX demonstrated its two first-generation chips, which are aimed at different markets, at the Embedded Vision Summit, and gave EE Times some hints on its next-generation chip for AI on-device and in autonomous robots.
  
  
• Senior Intel CPU architects splinter to develop RISC-V processors - veterans establish AheadComputing (Thursday Aug. 29, 2024)
  While Intel is busy laying off thousands of employees some of its most experienced CPU architects, with a combined 80+ years at the firm, have left to form a RISC-V startup.
  
  
• Lip-Bu Tan quit Intel board after "differences" with CEO, says Reuters (Thursday Aug. 29, 2024)
  Respected semiconductor executive and investor Lip-Bu Tan has resigned from the board of struggling chip company Intel after differences with CEO Pat Gelsinger over the company’s revival plan, according to Reuters.
  
  
• Global Semiconductor Manufacturing Industry Strengthens in Q2 2024, SEMI Reports (Monday Aug. 19, 2024)
  The global semiconductor manufacturing industry in the second quarter of 2024 continued to show signs of improvement with significant growth of IC sales, stabilizing capital expenditure, and an increase in installed wafer fab capacity
  
  
• Intel 18A Advanced Packaging is Key to Tech Leadership (Monday Aug. 19, 2024)
  Earlier this month, Intel announced that its lead internal products on the Intel 18A process came out of the fab and have powered-on and booted their operating systems. The company indicated its first external customer for 18A will tape out in the first half of next year.
  
  
• Intel sells Arm shares (Monday Aug. 19, 2024)
  Intel has sold its 1.18 million Arm share stake for around $145 million as it looks to cut costs and shore up its finances.
  
  
• CEO interview: Coby Hanoch, Weebit Nano on ReRAM for AI (Wednesday Aug. 14, 2024)
  Embedded chip developers are facing a major challenge. Non-volatile flash memory no longer scales below 28nm, and there is no established alternative. For many years, this didn’t matter.
  
  
• Global Semiconductor Sales Increase 18.3% in Q2 2024 Compared to Q2 2023; Quarter-to-Quarter Sales Up 6.5% (Monday Aug. 05, 2024)
  Sales in June 2024 were $50.0 billion, an increase of 1.7% compared to the May 2024 total of $49.1 billion.
  
  
• Worldwide Silicon Wafer Shipments Increase 7% in Q2 2024, SEMI Reports (Monday Aug. 05, 2024)
  Worldwide silicon wafer shipments increased 7.1% quarter-over-quarter to 3,035 million square inches (MSI) in the second quarter of 2024 but saw an 8.9% decline from the 3,331 million square inches recorded during the same quarter last year
  
  
• Arm's calendar Q2 revenues up 39% y-o-y (Thursday Aug. 01, 2024)
  Arm’s calendar Q2 (fiscal Q1) revenue rose 39% to $939 million. For the full fiscal year to the end of March 2025 the company expects revenue of $3.95 billion.
  
  
• Release of Post-Quantum Cryptographic Standards Is Imminent (Monday Jul. 29, 2024)
  EE Times Europe caught up with Joppe Bos, a cryptographic researcher at NXP Semiconductors and co-author of one of the selected algorithms, to learn the current status of the standardization process.
  
  
• U.S.-China Tech War Likely to Escalate, Analysts Say (Monday Jul. 22, 2024)
  The U.S.-China tech war is likely to escalate in this U.S. presidential election year and afterward, according to analysts interviewed by EE Times.
  
  
• China's EDA startup X-Epic forced to lay off staff, says report (Monday Jul. 22, 2024)
  Chinese EDA software startup X-Epic Ltd. (Nanjing, China) is cutting up to half its staff according to the South China Morning Post, quoting unnamed sources.
  
  
• Samsung Slows Opening of Texas Fab Despite CHIPS Stimulus (Friday Jul. 19, 2024)
  Samsung has slowed the ramp of its new fab in Taylor, Texas, despite the Department of Commerce (DoC) conditionally awarding the company a $6.6 billion stimulus package under the CHIPS Act.
  
  
• RISC-V Shows Ambitious Prospects in Europe (Friday Jul. 19, 2024)
  The European tech landscape is witnessing a notable evolution with the growing embrace of RISC-V, the open-source instruction set architecture.
  
  
• CXL Fulfills AI's Need for Open Industry Standard Interconnect (Thursday Jul. 18, 2024)
  We have been in a virtuous cycle of innovation for decades now where dramatic improvements in compute capability—primarily driven by extraordinary advances in transistor and process technologies—have enabled diverse applications.
  
  
• Electronic System Design Industry Posts $4.5 Billion in Revenue in Q1 2024, ESD Alliance Reports (PRNewsfoto/SEMI) (Tuesday Jul. 16, 2024)
  Electronic System Design (ESD) industry revenue increased 14.4% to $4,521.6 million in the first quarter of 2024 from the $3,951.1 million registered in the first quarter of 2023
  
  
• RISC-V Thrives Through Research, International Collaboration (Wednesday Jul. 10, 2024)
  During the conference, Gürkaynak described how his team could go from design to tape-out of a RISC-V processor in 60 days.
  
  
• Addressing AI While Keeping the MIPSiness In MIPS (Monday Jul. 08, 2024)
  MIPS, now targeting AI applications for its application-specific data movement cores, is evolving with a careful eye on its strengths.
  
  
• STMicroelectronics restructures for the AI age (Monday Jul. 01, 2024)
  STMicroelectronics is fundamentally restructuring its business for the AI age, introducing predictive qualification and fully automated IP, library, test and packaging.
  
  
• Creating a Center of Excellence for IC Design (Monday Jul. 01, 2024)
  Amidst the recent, intense discussion of semiconductor supply chains, one key element is often overlooked: the need for alternative sources of design expertise. Traditionally, an advanced system-on-chip (SoC) design is achievable in only a few geographic clusters of expertise formed around an outstanding university engineering model—and thriving symbiotically with it.
  
  
• CEO Interview: Sameer Wasson of MIPS -- "Have a Steady Hand, Don't be Distracted" (Monday Jul. 01, 2024)
  In this episode of Silicon Grapevine, we talk to MIPS CEO Sameer Wasson about the experience of going from an intern doing FPGA programming, to the breadth of experience of almost 18 years at Texas Instruments (TI).
  
  
• Tenstorrent To Offer AI Workstation For Developers (Wednesday Jun. 26, 2024)
  Tenstorrent’s first generation AI chips will soon come in a workstation format for AI developers, the company’s CEO Jim Keller told EE Times.
  
  
• Global Semiconductor Sales Increase 15.8% Year-to-Year in April; New Industry Forecast Projects Market Growth of 16.0% in 2024 (Monday Jun. 10, 2024)
  SIA today announced global semiconductor industry sales were $46.4 billion during the month of April 2024, an increase of 15.8% compared to the April 2023 total of $40.1 billion and 1.1% more than the March 2024 total of $45.9 billion.