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Commentary / Analysis

• 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.
  
  
• Estimated Shipments of iPhone 14 Devices in 2022 Have Been Lowered to 78.1 Million Units Due to Impact of COVID-19 Lockdown on Foxconn's Base in Zhengzhou, Says TrendForce (Tuesday Jan. 03, 2023)
  The operation of Foxconn’s major manufacturing base in the Chinese city of Zhengzhou has been affected by a local COVID-19 outbreak since this October.
  
  
• TSMC in talks to build fab in Dresden (Monday Dec. 26, 2022)
  TSMC is talking to suppliers about the possibility of putting a fab in Dresden, reports the Nikkei.
  
  
• U.S. Blacklists YMTC, 21 Chinese Companies on AI Threat (Tuesday Dec. 20, 2022)
  The U.S. Commerce Department is blacklisting Yangtze Memory Technologies Co. (YMTC) and more than 20 other Chinese chipmakers suspected of an AI threat to U.S. national security.
  
  
• Low-Power Apps, Foundries Eye Emerging Memories (Monday Dec. 19, 2022)
  Emerging memories are entering a new phase, but without a high-profile phase-change memory (PCM) that was responsible for the segment’s growth in previous years.
  
  
• Global Total Semiconductor Equipment Sales Forecast to Reach Record High in 2022, SEMI Reports (Friday Dec. 16, 2022)
  Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of $108.5 billion in 2022, rising 5.9% from the previous industry record of $102.5 billion in 2021.
  
  
• Arm declines to sell Neoverse V to Alibaba (Thursday Dec. 15, 2022)
  Arm has declined to sell its latest Neoverse V series processors to Alibaba citing US and UK export controls, reports the FT.
  
  
• Total Revenue of Global Top 10 IC Design Houses for 3Q22 Showed QoQ Drop of 5.3%; Broadcom Returned to No. 2 Spot in Revenue Ranking by Overtaking NVIDIA and AMD, Says TrendForce (Thursday Dec. 15, 2022)
  Global market intelligence firm TrendForce reports that the revenue generation momentum of the global IC design industry slowed down in 3Q22. The main factors behind this development were the Russia-Ukraine military conflict, the recent COVID-19 lockdowns in China, the ongoing inflation, and clients undergoing inventory corrections.
  
  
• Examining the Top Five Fallacies About RISC-V (Wednesday Dec. 14, 2022)
  In a little over a decade, RISC-V has arguably become at least the third most important instruction set architecture (ISA) for future applications of computing.
  
  
• Global Chip Industry Projected to Invest More Than $500 Billion in New Factories by 2024, SEMI Reports (Monday Dec. 12, 2022)
  The worldwide semiconductor industry is projected to invest more than $500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing fueling the spending increases
  
  
• Tata may make chips (Monday Dec. 12, 2022)
  Earlier this morning, Tata’s chairman Natarajan Chandrasekaran (pictured) told the Nikkei that the company is starting with IC test and assembly and will then consider getting into fab.
  
  
• Apple, AMD Back TSMC's Tripled Investment, Tech Upgrade in Arizona (Thursday Dec. 08, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) has more than tripled its overall investment in Arizona to about $40 billion for two chip facilities with the support of customers like Apple and AMD, stoking a U.S. effort to revive domestic chip production.