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Commentary / Analysis

• Gartner Says Worldwide Semiconductor Revenue Declined 11% in 2023 (Tuesday Jan. 16, 2024)
  
  
  
• MIPS Aims to Give Back Control, for AI-Centric Compute (Tuesday Jan. 16, 2024)
  MIPS this week used CES 2024 to announce its new strategic focus and at the same time rebrand, under a mission to “give back control” to designers looking to differentiate their compute architectures in a new AI-centric world, using the inherent benefits of the RISC-V architecture to enable that.
  
  
• CEO interview: MIPS' Sameer Wasson on a RISC-V reboot (Wednesday Jan. 10, 2024)
  MIPS Inc. is emerging as a significant RISC-V processor core licensor under its recently-appointed CEO Sameer Wasson. eeNews Europe interviewed Wasson to find out how he expects to navigate the choppy waters of a processor market in flux.
  
  
• CXL Overcomes Hierarchical Routing Limits (Wednesday Jan. 10, 2024)
  The latest incremental update to the Compute Express Link (CXL) protocol aims to improve disaggregation and keep pace with high-performance computational workloads.
  
  
• Global Semiconductor Sales Increase 5.3% Year-to-Year in November (Wednesday Jan. 10, 2024)
  November marks first month of year-to-year market growth in over a year; worldwide chip sales increase 2.9% month-to-month
  
  
• Semiconductor Market: Rebound Expected in 2024, But Challenges Lie Ahead (Tuesday Jan. 09, 2024)
  The semiconductor market faced a slowdown in 2023, with a projected 9% decline compared with 2022. The memory market is particularly hard-hit, with a 37% drop, while the logic, analog and discrete markets have remained relatively flat.
  
  
• Electronic System Design Industry Posts Record $4.7 Billion in Revenue in Q3 2023, ESD Alliance Reports (Monday Jan. 08, 2024)
  Electronic System Design (ESD) industry revenue increased 25.2% to $4,702.4 million in the third quarter of 2023 from the $3,756.3 million logged in the third quarter of 2022
  
  
• Arm PCs Get a New Lease on Life (Wednesday Jan. 03, 2024)
  Thanks in large part to Apple’s transition from x86 to Arm and Microsoft’s continued support for both architectures, there’s renewed interest in PCs using Arm processors.
  
  
• Global Semiconductor Capacity Projected to Reach Record High 30 Million Wafers Per Month in 2024, SEMI Reports (Wednesday Jan. 03, 2024)
  Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million *wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023
  
  
• Synopsys plus Ansys: The making of an EDA giant? (Tuesday Jan. 02, 2024)
  The news about Synopsys’ potential deal to buy Ansys for over $400 per share first appeared on Bloomberg late Thursday, 21 December. However, according to a Wall Street Journal report published on Friday, there could also be other suitors
  
  
• Siemens EDA faces Chinese startup competitor (Tuesday Jan. 02, 2024)
  SEIDA (Hangzhou, China) is an EDA startup formed in 2021 by Chinese engineers that had previously worked for Siemens EDA, formerly Mentor Graphics.
  
  
• Synopsys Acquires RISC-V Processor Simulation Tools Firm (Thursday Dec. 21, 2023)
  Synopsys appears to be on a mission to build out its total RISC-V ecosystem offerings, having quietly acquired Imperas Software last week.
  
  
• Is Software and Hardware Ready for TinyML Tsunami? (Thursday Dec. 21, 2023)
  Engineers working on embedding AI in edge devices who are just now doing their first machine learning project have high hurdles to overcome, but recent developments in the industry may offer encouragement.
  
  
• Top Ten IC Design Houses Ride Wave of Seasonal Consumer Demand and Continued AI Boom to See 17.8% Increase in Quarterly Revenue in 3Q23, Says TrendForce (Wednesday Dec. 20, 2023)
  TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion.
  
  
• Apple-TSMC-Amkor Pact Bolsters U.S. Chip Supply Chain (Monday Dec. 18, 2023)
  A manufacturing alliance that Apple, Taiwan Semiconductor Manufacturing Co. (TSMC) and Amkor formed last month will help rebuild a semiconductor supply chain in the U.S., experts told EE Times.
  
  
• China and US Bolster Semiconductor Independence as Taiwan's Foundry Capacity Share Projected to Decline to 41% by 2027, Says TrendForce (Thursday Dec. 14, 2023)
  Due to government incentives and subsidies promoting local production in countries like China and the US, the semiconductor production capacities of Taiwan and South Korea are projected to decrease to 41% and 10%, respectively, by 2027.
  
  
• Amidst export restrictions, RISC-V continues to advance (Thursday Dec. 14, 2023)
  The RISC-V architecture continues to advance despite uncertainties over geopolitical tensions.
  
  
• China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce (Monday Dec. 11, 2023)
  Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilized not only in Huawei's public cloud infrastructure but also sold to other Chinese companies.
  
  
• Getting Ready for IoT Security in the AI Era (Friday Dec. 08, 2023)
  How AI will influence IoT security was the topic for this year’s IoT Security Foundation’s (IoTSF’s) annual conference in London.
  
  
• What Is Holding Back Neuromorphic Computing? (Thursday Dec. 07, 2023)
  What is holding back neuromorphic computing, or more specifically, spiking neural networks? Mike Davies, director of Intel’s neuromorphic computing lab, told EE Times that the technology shows immense promise for reducing power consumption and latency versus current deep-learning–based neural networks
  
  
• Top 10 Foundries Experience 7.9% QoQ Growth in 3Q23, with a Continued Upward Trend Predicted for Q4, Says TrendForce (Wednesday Dec. 06, 2023)
  TSMC and Samsung’s high-cost 3nm manufacturing process had a positive impact on revenues, driving the 3Q23 value of the top ten global foundries to approximately US$28.29 billion—a 7.9% QoQ increase.
  
  
• Global Semiconductor Sales Increase 3.9% Month-to-Month in October; Annual Sales Projected to Increase 13.1% in 2024 (Wednesday Dec. 06, 2023)
  SIA today announced global semiconductor industry sales totaled $46.6 billion during the month of October 2023, an increase of 3.9% compared to the September 2023 total of $44.9 billion but 0.7% less than the October 2022 total of $46.9 billion.
  
  
• Gartner Forecasts Worldwide Semiconductor Revenue to Grow 17% in 2024 (Monday Dec. 04, 2023)
  Global semiconductor revenue is projected to grow 16.8% in 2024 to total $624 billion, according to the latest forecast from Gartner, Inc. In 2023, the market is forecast to decline 10.9% and reach $534 billion.
  
  
• Q3 2023 Global Semiconductor Equipment Billings Drop 11% Year-Over-Year, SEMI Reports (Monday Dec. 04, 2023)
  Global semiconductor equipment billings contracted 11% year-over-year to US$25.6 billion in the third quarter of 2023, while quarter-over-quarter billings slipped 1% during the same period.
  
  
• Agile Analog's New VP Sales to Expand Ties With Foundries (Thursday Nov. 30, 2023)
  EE Times Europe caught up with Christelle Faucon to discuss Agile Analog’s recent advances in the analog IP market and how she plans to take the company to the next stage of business development in 2024 and beyond.
  
  
• Intel to place US$14 billion orders with TSMC, says report (Wednesday Nov. 29, 2023)
  Over the next two years Intel will place orders worth US$14 billion with foundry TSMC according to Taiwan-based semiconductor analyst Andrew Lu, reported on China’s WeChat platform.
  
  
• Manufacturers Anticipate Completion of NVIDIA's HBM3e Verification by 1Q24; HBM4 Expected to Launch in 2026, Says TrendForce (Wednesday Nov. 29, 2023)
  TrendForce’s latest research into the HBM market indicates that NVIDIA plans to diversify its HBM suppliers for more robust and efficient supply chain management.
  
  
• Tenstorrent Gains Momentum in Asia With Rapidus Partnership (Monday Nov. 27, 2023)
  
  
  
• Axelera AI Platform Accelerates Edge Application Deployment (Thursday Nov. 23, 2023)
  In an interview with EE Times, Axelera AI co-founder and CEO Fabrizio Del Maffeo noted recent industry milestones the company achieved, as well as the appointment of a former Arm executive to Axelera’s board of directors.
  
  
• New RISC-V processors address demand for open source and performance (Tuesday Nov. 21, 2023)
  Annual RISC-V Summit sees launch of new processors from Synopsys and Ventana, shows traction among key companies like Qualcomm, and new OpenHW Group processor testing platform.