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Commentary / Analysis

• What does Renesas' acquisition of PCB toolmaker Altium mean? (Monday Feb. 19, 2024)
  Renesas, the semiconductor industry’s serial acquirer, has announced to snap PCB design toolmaker Altium nearly a month after announcing the purchase of gallium nitride (GaN) design house Transphorm.
  
  
• New Report Suggests India Can Expand Role in Global Semiconductor Value Chains with the Right Policies (Thursday Feb. 15, 2024)
  SIA and IESA today welcomed the release of a report evaluating India’s existing semiconductor ecosystem and policy frameworks and offering recommendations to facilitate longer-term strategic development of complementary semiconductor ecosystems in the U.S. and India.
  
  
• Blumind Harnesses Analog for Ultra Low Power Intelligence (Thursday Feb. 15, 2024)
  Canadian startup Blumind recently developed an analog computing architecture for ultra-low power AI acceleration of sensor data, Blumind CEO Roger Levinson told EE Times. The company hopes to enable widespread intelligence in Internet of Things (IoT) devices.
  
  
• Arm shares jump 50% on AI, China boosts to results (Friday Feb. 09, 2024)
  
  
  
• Worldwide Silicon Wafer Shipments and Revenue Fall in 2023, SEMI Reports (Wednesday Feb. 07, 2024)
  Worldwide silicon wafer shipments in 2023 decreased 14.3% to 12,602 million square inches while wafer revenue contracted 10.9% to $12.3 billion over the same period, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry.
  
  
• Global Semiconductor Sales Decrease 8.2% in 2023; Market Rebounds Late in Year (Monday Feb. 05, 2024)
  Worldwide industry sales totaled $526.8 billion in 2023; market grew during second half of year and sales are projected to increase by 13.1% in 2024
  
  
• Tenstorrent Engineers Talk Open-Sourced Bare-Metal Stack (Friday Feb. 02, 2024)
  Tenstorrent, the Jim Keller–led AI chip and IP startup, is making available and open-sourcing its bare-metal software stack, which allows access to the hardware at the lowest level, Tenstorrent senior fellow Jasmina Vasiljevic told EE Times.
  
  
• Navigating the RISC-V Revolution in Europe (Wednesday Jan. 31, 2024)
  RISC-V International expects the market for RISC-V IP and software to reach $1.07 billion by 2025.
  
  
• CEO Interview: Charlie Janac of Arteris -- "Pick a Viable Path, Don't Give Up" (Friday Jan. 26, 2024)
  Arteris CEO Charlie Janac gives EE Times a glimpse of his 40 years in the EE industry. He reflects on the time Jim Solomon asked him to become the acting CFO of SDA and how that triggered a long career through its transition to Cadence.
  
  
• China ten years behind and staying there (Thursday Jan. 25, 2024)
  China is ten years behind the leading edge and will stay that way, says Intel CEO Pat Gelsinger.
  
  
• Frontgrade Gaisler and RISC-V's Space Journey (Thursday Jan. 25, 2024)
  The last time we spoke with Sandi Habinc, General Manager, and Jan Andersson, Director of Engineering at Frontgrade Gaisler, we were discussing the TRISAT-R CubeSat and Gaisler’s use of RISC-V’s open standard instruction set architecture within its space deployment. What Has Happened Since?
  
  
• Chiplet Makers Expect to Disrupt Incumbents (Tuesday Jan. 16, 2024)
  Executives at chip startups Tenstorrent and Alphawave foresee a day when their firms’ sales of chiplets and IP erodes the business of incumbent chip vendors like Qualcomm.
  
  
• 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.