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Commentary / Analysis

• 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.
  
  
• Scale FD-SOI to 7nm? Yes, We Can (Thursday Nov. 16, 2023)
  Why set the target at 10 nm when you can aim further? EC Thierry Breton raised the ante, proposing to scale FD-SOI down to 7 nm.
  
  
• Imagination to lay off 20% of staff (Tuesday Nov. 14, 2023)
  Imagination Technologies plans to lay off 20% of its employees, reports Reuters. The company blamed the business environment.
  
  
• OEMs' Sourcing Strategies Need to Account for Node Sizes (Tuesday Nov. 14, 2023)
  From late 2019 to early this year, the surge of artificial intelligence, machine learning, electric vehicles, 5G and the internet of things drove supply and demand fluctuations across most wafer node sizes in the semiconductor supply chain.
  
  
• Global Semiconductor Manufacturing Industry Set for Q4 2023 Recovery, SEMI Reports (Monday Nov. 13, 2023)
  The global semiconductor manufacturing industry is on track for recovery in the fourth quarter of 2023, setting the stage for continued growth in 2024, SEMI announced today in its Q3 2023 publication of the Semiconductor Manufacturing Monitor (SMM) Report, prepared in partnership with TechInsights.
  
  
• Server Processors in the AI Era: Can They Go Greener? (Thursday Nov. 09, 2023)
  The more power-efficient they get, the more the data center’s workload pulls them back to a more distant starting point.
  
  
• Will 1.4-nm help Samsung catch up with TSMC, IFS? (Thursday Nov. 09, 2023)
  Samsung, playing a distant second to TSMC for quite some time, has vowed to launch the 1.4-nm chip manufacturing node by 2027, leapfrogging both TSMC and Intel Foundry Services (IFS) by a wide margin.
  
  
• RISC-V Pioneer SiFive Takes Stock, Realigns, Moves Forward (Thursday Nov. 09, 2023)
  After SiFive announced it would downsize its staff, EE Times Europe caught up with Dave Miller, head of corporate communications at SiFive, to understand the reasons for the layoffs, the impact on the RISC-V ecosystem, the resonance in Europe and what’s next.
  
  
• Nvidia Trains LLM on Chip Design (Thursday Nov. 02, 2023)
  Nvidia has trained its NeMo large language model (LLM) on internal data to help chip designers with tasks related to chip design, including answering general questions about chip design, summarizing bug documentation, and writing scripts for EDA tools.
  
  
• Worldwide Silicon Wafer Shipments Fall in Q3 2023, SEMI Reports (Thursday Nov. 02, 2023)
  Worldwide silicon wafer shipments decreased 9.6% quarter-over-quarter to 3,010 million square inches in the third quarter of 2023, a 19.5% drop from the 3,741 million square inches recorded during the same quarter last year
  
  
• Global Semiconductor Sales Increase 1.9% Month-to-Month in September (Thursday Nov. 02, 2023)
  SIA today announced global semiconductor sales for the month of September 2023 increased 1.9% compared to August 2023 and fell 4.5% compared to September 2022.
  
  
• Global Silicon Wafer Shipment Growth to Bounce Back in 2024 After 2023 Decline, SEMI Reports (Thursday Oct. 26, 2023)
  Global shipments of silicon wafers are projected to decline 14% in 2023, to 12,512 million square inches (MSI) from the record high of 14,565 MSI in 2022 before bouncing back in 2024 as wafer and semiconductor demand recovers and inventory levels normalize.
  
  
• Layoffs at SiFive as RISC-V upstart faces a crossroads (Wednesday Oct. 25, 2023)
  SiFive, a prominent player in the RISC-V design arena, is going through a radical makeup. While layoffs at one of the early RISC-V startups are making headlines in trade media, what’s happening underneath is a significant shift in its business model.
  
  
• CXL Gets Off the Drawing Board (Friday Oct. 20, 2023)
  Despite hitting its third iteration, workloads that utilize the Compute Express Link (CXL) protocol are only now starting to become production ready.