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Commentary / Analysis

• Arm priced at $30-70bn (Monday Mar. 06, 2023)
  Bankers are putting a valuation on Arm when it re-lists on the BYSE that stretches from $30 billion to $70 billion, reports Bloomberg.
  
  
• Arm to list in New York (Thursday Mar. 02, 2023)
  Arm will go public on the New York stock exchange and not share a dual listing with the London Stock Exchange, reports Bloomberg.
  
  
• Startup AiM Future Set to Commercialize LG's AI IP (Thursday Feb. 23, 2023)
  AiM Future, a spinout from LG Electronics, is commercializing the Korean consumer giant’s AI acceleration IP for applications as diverse as consumer electronics, robotics and automotive. The IP is designed for multi-modal operation, running many different AI models at once.
  
  
• Non-Volatile Memory: What Will 2023 Bring? (Tuesday Feb. 21, 2023)
  ReRAM technologies are expected to begin entering the mainstream this year.
  
  
• Arm China profit falls 90% (Monday Feb. 20, 2023)
  Profit at Arm China fell 90% in 2022, reports Reuters.
  
  
• Arm China lays off 14% of staff (Tuesday Feb. 14, 2023)
  Arm China, the jv Arm has with Chinese investors, has laid off 90-95 employees citing a challenging business outlook, says Reuters.
  
  
• Worldwide Silicon Wafer Shipments and Revenue Set New Records in 2022, SEMI Reports (Tuesday Feb. 07, 2023)
  Setting new all-time highs, worldwide silicon wafer shipments in 2022 increased 3.9% to 14,713 million square inches (MSI) while wafer revenue rose 9.5% to $13.8 billion over the same period, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.
  
  
• Denying China IC Manufacturing Tools (Monday Feb. 06, 2023)
  The significance of the US-Japan-Netherlands pact not to send chip-making equipment to China is unknowable while the details of the restricted equipment remain unknown, but it could bring China’s chip-making to a halt at 28nm.
  
  
• U.S. Ban on Huawei Seen Widening China Chip War (Monday Feb. 06, 2023)
  An imminent ban on U.S. exports to Huawei is seen as the first volley in a new wave of restrictions that will impair China’s semiconductor, AI and quantum computing industries—all critical for tech dominance in military and commercial realms.
  
  
• Gartner Says Top 10 Semiconductor Buyers Decreased Chip Spending by 7.6% in 2022 (Monday Feb. 06, 2023)
  The top 10 global original equipment manufacturers (OEMs) decreased their chip spending by 7.6% and accounted for 37.2% of the total market in 2022, according to preliminary results by Gartner, Inc. Global inflation and recession pressures sharply weakened demand for PCs and smartphones in 2022, impacting global OEMs production.
  
  
• Global Semiconductor Sales Increase 3.2% in 2022 Despite Second-Half Slowdown (Monday Feb. 06, 2023)
  The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $573.5 billion in 2022, the highest-ever annual total and an increase of 3.2% compared to the 2021 total of $555.9 billion.
  
  
• Hardware Root of Trust: The Key to IoT Security in Smart Homes (Tuesday Jan. 31, 2023)
  When everything is connected, everything is at risk. The proliferation of internet of things (IoT) devices for smart homes has raised security and privacy concerns to their users. By implementing a hardware root of trust, the authenticity, integrity and confidentiality of devices are enforced, and smart homes are protected against would-be attackers.
  
  
• EU Parliament Adopts Position on Chips Act (Monday Jan. 30, 2023)
  The European Parliament’s Committee on Industry, Research and Energy (ITRE) voted this week to approve the legislative proposals for the Chips Act made by the European Commission.
  
  
• Intel kills its RISC-V Pathfinder development kit programme (Monday Jan. 30, 2023)
  Intel has discontinued its recent programme that brought together a wide range of RISC-V technologies.
  
  
• Q4 loss at Intel (Monday Jan. 30, 2023)
  https://www.electronicsweekly.com/news/business/q4-loss-at-intel-2023-01/
  
  
• AI Must Be Secured at the Silicon Level (Monday Jan. 23, 2023)
  Hardware-enabled security is essential to maintaining the integrity of valuable AI workloads.
  
  
• Electronic System Design Industry Reports Revenue of $3.8 Billion in Q3 2022, ESD Alliance Reports (Monday Jan. 23, 2023)
  Electronic System Design (ESD) industry revenue increased 8.9% from $3,458.2 million in Q3 2021 to $3,767.4 million in Q3 2022
  
  
• CEO Interview: Stephen Fairbanks of Certus Semiconductor (Monday Jan. 23, 2023)
  Trained as a semiconductor Analog and RF Circuit Designer, Stephen Fairbanks has been designing and developing process-specific I/O and ESD libraries for 24 years.
  
  
• Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers, Says TrendForce (Thursday Jan. 19, 2023)
  TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23.
  
  
• Gartner Says Worldwide Semiconductor Revenue Grew 1.1% in 2022 (Tuesday Jan. 17, 2023)
  Worldwide semiconductor revenue increased 1.1% in 2022 to total $601.7 billion, up from $595 billion in 2021, according to preliminary results by Gartner, Inc. The combined revenue of the top 25 semiconductor vendors increased 2.8% in 2022 and accounted for 77.5% of the market.
  
  
• National Instruments up for sale (Monday Jan. 16, 2023)
  National Instruments is up for sale and is carrying out a strategic review of its options.
  
  
• Analog IPs Automate Integration, Tune to Fab Nodes (Monday Jan. 16, 2023)
  System-on-chip (SoC) designs with heterogeneous voltage domains are increasingly moving away from custom analog IP to automated implementation so design engineers don’t have to worry about schedule slips caused by manual analog customizations.
  
  
• Apple to replace Broadcom IC with in-house designed part (Thursday Jan. 12, 2023)
  Apple is to replace the iPhone Bluetooth/WiFi IC currently supplied by Broadcom with an in-house chip by 2025. reports Bloomberg.
  
  
• The Importance of 3D IC Ecosystem Collaboration (Thursday Jan. 12, 2023)
  Not too long ago, packaging technologies were thought of as inconvenient back-end processes. But times have changed, and rising advancements in artificial intelligence, big data, cloud computing and autonomous vehicles have pushed the computing envelope unlike ever before (along with the need for packaging technologies).
  
  
• EDA Tools for Analog: Where Do I Go From Here? (Thursday Jan. 12, 2023)
  The EDA industry has not yet successfully developed adequate ways to achieve higher levels of abstraction for analog design techniques.
  
  
• Should open source sniff the geopolitical wind and ban itself in China and Russia? (Thursday Jan. 12, 2023)
  In 2022, information technology collided with geopolitics like never before. After Russia's illegal invasion of Ukraine, many nations decided that Vladimir Putin's regime and populace should be denied access to technology and even to services from the companies that make and wield it.
  
  
• Global Semiconductor Sales Decrease 2.9% Month-to-Month in November (Tuesday Jan. 10, 2023)
  SIA today announced global semiconductor industry sales were $45.5 billion during the month of November 2022, a decrease of 2.9% compared to the October 2022 total of $46.9 billion and 9.2% less than the November 2021 total of $50.0 billion.
  
  
• SNIA Spec Gets Data Moving in CXL Environment (Thursday Jan. 05, 2023)
  The Compute Express Link (CXL) spec is arguably one of the fastest-maturing interfaces in the semiconductor industry. Its widespread buy-in has meant many vendors have designed products to build out the ecosystem, with the Storage Networking Industry Association (SNIA) being the latest to put its hat in the ring to help further improve data movement.
  
  
• €270m for RISC-V chiplets to build European exascale supercomputers (Thursday Jan. 05, 2023)
  EuroHPC is to issue call next month for RISC-V chiplet projects in January with €270m of backing.
  
  
• RISC-V Summit 2022: All Your CPUs Belong to Us (Tuesday Jan. 03, 2023)
  At the recent RISC-V Summit organized by RISC-V International, the consortium that manages and promotes the RISC-V Instruction Set Architecture (ISA), its president, Calista Redmond, had a far more blunt message: RISC-V is inevitable.