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Commentary / Analysis

• Global Semiconductor Sales Decrease 4% Month-to-Month in February (Friday Apr. 07, 2023)
  SIA today announced global semiconductor industry sales totaled $39.7 billion during the month of February 2023, a decrease of 4.0% compared to the January 2023 total of $41.3 billion and 20.7% less than the February 2022 total of $50.0 billion.
  
  
• Post-Quantum Cryptography: Are You Ready? (Thursday Apr. 06, 2023)
  Most experts suggest large-scale quantum computers will become a reality within the next decade and advise that being prepared is the best policy.
  
  
• ChatGPT leaking Samsung chip secrets is iceberg's tip (Thursday Apr. 06, 2023)
  Samsung – amongst others – is wrestling with whether to ban employees accessing ChatGPT, after the controversial AI chatbot started sharing confidential information, according to reports.
  
  
• CEO interview: Paul Wells of SureCore on low power memory and China (Tuesday Apr. 04, 2023)
  Paul Wells, CEO of SureCore talks to Nick Flaherty about the recent technology advancements in SRAM memory and the business in China.
  
  
• The Future of Semi Innovation from Disruptive Memory to Chiplets with Alphawave Semi (Monday Apr. 03, 2023)
  TechArena host Allyson Klein chats with Alphawave Semi’s Letizia Guiliano about the future of semiconductor innovation across memory, optical and interoperable chiplet solutions and how her company is poised to deliver leadership innovation rooted in standards.
  
  
• Interview: Aart de Geus on AI-driven EDA (Thursday Mar. 30, 2023)
  EE Times has an exclusive video interview with Aart de Geus to talk about the AI-driven EDA, generative AI, talent, and the future of EDA.
  
  
• CXL Testing Leverages PCIe Expertise (Thursday Mar. 30, 2023)
  Every open standard needs a robust ecosystem if it is to be widely adopted—and that includes testing and verification capabilities. Just as vendors have rallied around the rapidly evolving Compute Express Link (CXL) specification to announce a variety of products, so have players offering tools to help make sure these products perform reliably and play nice with each other.
  
  
• China forms its own chiplet standard amid isolation (Thursday Mar. 30, 2023)
  The China Chiplet Industry Alliance has released the ‘Chiplet Interconnection Interface Standard’ known as ACC1.0, according to the Financial Association Press.
  
  
• Report: Arm proposes change to IP royalty model (Wednesday Mar. 29, 2023)
  Processor intellectual property licensor Arm Ltd. is looking to increase sales by changing in its royalty model from one based on chip value to one based on equipment value, according to the Financial Times.
  
  
• 2026 All-Time High in Store for Global 300mm Semiconductor Fab Capacity After 2023 Slowdown, SEMI Reports (Monday Mar. 27, 2023)
  After strong growth in 2021 and 2022, the 300mm capacity expansion is expected to slow this year due to soft demand for memory and logic devices.
  
  
• Designing MPUs/MCUs with Functional Safety (Monday Mar. 27, 2023)
  Chipmakers are very clear about what functional safety means for their microprocessor/microcontroller (MPU/MCU) designs for automotive applications.
  
  
• Sensor Fusion Explores AI to Prep for ADAS, AV Designs (Monday Mar. 27, 2023)
  Sensor fusion has been discussed for years for a diverse array of applications. However, it acquires a highly specialized design premise when it comes to automotive applications like advanced driver assistance systems (ADAS) and autonomous vehicles (AVs).
  
  
• MIPI A-PHY Specification Levels Up In-Vehicle Connectivity (Monday Mar. 27, 2023)
  In a Q&A, the MIPI A-PHY working group chairs weighed in on the future of A-PHY and MASS. Edo Cohen of Valens and Raj Kumar Nagpal of Synopsys are co-chairs of the working group, and Ariel Lasry of Qualcomm serves as vice chair.
  
  
• Global Fab Equipment Spending on Track for 2024 Recovery After 2023 Slowdown, SEMI Reports (Thursday Mar. 23, 2023)
  Global fab equipment spending for front-end facilities is expected to decrease 22% year-over-year (YoY) to US$76 billion in 2023 from a record high of US$98 billion in 2022 before rising 21% YoY to US$92 billion in 2024 to reclaim lost ground.
  
  
• CEO Interview: Ian Lankshear, EnSilica (Thursday Mar. 23, 2023)
  UK chip designer EnSilica is looking to capitalise on the increasing drive for car makers and large industrial companies to develop their own chips.
  
  
• Total Revenue of Top 10 Foundries Fell by 4.7% QoQ for 4Q22 and Will Slide Further for 1Q23, Says TrendForce (Monday Mar. 13, 2023)
  Although TSMC and GlobalFoundries Actually Managed to Raise Revenue Market Share in 4Q22, Top Five Foundries All Inevitably Faced Massive Reduction in Orders
  
  
• EU Chips Act: Key Intellectual Property Considerations (Friday Mar. 10, 2023)
  This article highlights some of the key areas that semiconductor companies should be thinking about ahead of the act’s coming into force.
  
  
• TSMC's 3-nm progress report: Better than expected (Thursday Mar. 09, 2023)
  TSMC, which vowed to kickstart its 3-nm process node in the second half of 2022, barely made it by cutting the ribbon on this cutting-edge manufacturing node on December 29 at its expanded fabrication unit in Southern Taiwan Science Park (STSP).
  
  
• 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.
  
  
• Global Semiconductor Sales Decrease 5.2% Month-to-Month in January (Monday Mar. 06, 2023)
  SIA today announced global semiconductor industry sales totaled $41.3 billion during the month of January 2023, a decrease of 5.2% compared to the December 2022 total of $43.6 billion and 18.5% less than the January 2022 total of $50.7 billion.
  
  
• 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.