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Commentary / Analysis

• How Arm Total Design is built around 5 key building blocks (Friday Oct. 20, 2023)
  The ecosystem has been Arm’s key strength and is evident from its latest initiative: Arm Total Design.
  
  
• US extends China chip ban (Thursday Oct. 19, 2023)
  In a complex 450 page document the US has extended its ban on chip sales to China to devices that are below the leading edge.
  
  
• CXL Gets Off the Drawing Board (Thursday Oct. 19, 2023)
  Despite hitting its third iteration, workloads that utilize the Compute Express Link (CXL) protocol are only now starting to become production ready.
  
  
• Analysts Debate Latest U.S. Export Controls (Thursday Oct. 19, 2023)
  The latest export controls announced by the U.S. government on semiconductors and chipmaking tools are “not welcome,” one analyst says.
  
  
• Electronic System Design Industry Posts $4 Billion in Revenue in Q2 2023, ESD Alliance Reports (Monday Oct. 16, 2023)
  Electronic System Design (ESD) industry revenue increased 5.3% to $3,962.7 million in the second quarter of 2023 from $3,763.6 million in the second quarter of 2022
  
  
• TSMC looks to standardise chiplet protocols in "world changing" move (Monday Oct. 09, 2023)
  TSMC is looking to develop a standard data format for chiplet designs that would be used by all the EDA design tool and assembly and test providers.
  
  
• Using Open-Source Hardware to Speed Product Development (Thursday Oct. 05, 2023)
  Can I build a commercial product based on Arduino? Can I utilize a board’s schematics and CAD files and create my own design? EE Times Europe spoke with Arduino’s Adriano Chinello to find out the licensing requirements.
  
  
• Global Semiconductor Sales Increase 1.9% Month-to-Month in August (Thursday Oct. 05, 2023)
  SIA today announced global semiconductor industry sales totaled $44.0 billion during the month of August 2023, an increase of 1.9% compared to the July 2023 total of $43.2 billion but 6.8% less than the August 2022 total of $47.2 billion.
  
  
• China Gears Up for Chip Dumping, Ex-DoC Official Says (Thursday Sep. 28, 2023)
  China’s government has used dumping to destroy overseas tech industries and take them over, former Department of Commerce (DoC) Under Secretary Nazak Nikakhtar told EE Times.
  
  
• How the Worlds of Chiplets and Packaging Intertwine (Thursday Sep. 28, 2023)
  Chiplets mark a new era of semiconductor innovation, and packaging is an intrinsic part of this ambitious design undertaking. However, while chiplet and packaging technologies work hand in hand to redefine the possibilities of chip integration, this technological tie-up isn’t that simple and straightforward.
  
  
• EU Turns Rivals into Allies (Monday Sep. 25, 2023)
  For the sake of domestic security and global competitiveness, the EU turns a blind eye to business rivalries.
  
  
• Arm shares return to offer price (Monday Sep. 25, 2023)
  Eight days after its IPO, Friday’s market close saw Arm shares at 32 cents above the $51 offer price after hitting $63 in the days immediately after the offer.
  
  
• Q2 Revenue for Top 10 Global IC Houses Surges by 12.5% as Q3 on Pace to Set New Record, Says TrendForce (Friday Sep. 22, 2023)
  Fueled by an AI-driven inventory stocking frenzy across the supply chain, Q2 revenue for the top 10 global IC design powerhouses soared to US $38.1 billion, marking a 12.5% quarterly increase.
  
  
• Global 200mm Fabs to Reach Record High Capacity by 2026, SEMI Reports (Thursday Sep. 21, 2023)
  Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm volume fabs (excluding EPI) as the industry reaches a record high of more than 7.7 million wafers per month (wpm).
  
  
• SMIC Well on Its Way to 5-nm Breakthrough, Observers Say (Thursday Sep. 21, 2023)
  Semiconductor Manufacturing International Corp. (SMIC) is likely to, in the next few years, again defy the U.S. government by manufacturing chips with feature sizes as small as 5 nm, industry insiders told EE Times.
  
  
• Intel launches compact RISC-V Nios processor core (Thursday Sep. 21, 2023)
  Intel has launched a new, compact soft core for its FPGA devices based on the RISC-V open instruction set architecture.
  
  
• Nordic combines Arm and RISC-V for "remarkable" EEMBC benchmarks (Thursday Sep. 21, 2023)
  Nordic Semiconductor has announced EEMBC benchmarks for its forthcoming multi-protocol nRF54H20 wireless microcontroller, which combines multiple Arm Cortex-M33 processors and multiple RISC-V coprocessors “optimised for specific types of workloads”
  
  
• Driving Europe's Chip Renaissance: TSMC's Vision with ESMC (Monday Sep. 18, 2023)
  TSMC, in collaboration with Bosch, Infineon and NXP, is planning to invest in the European Semiconductor Manufacturing Company (ESMC), based in Dresden, Germany. This strategic move aims to meet the burgeoning demand for advanced semiconductor-manufacturing services, particularly in the automotive and industrial sectors.
  
  
• Arm Begins 2nd Term on Nasdaq, at $54.5 Billion Valuation (Thursday Sep. 14, 2023)
  EE Times Interviews Paul Williamson, Arm’s senior VP and general manager for the IoT business
  
  
• 2024 Global Fab Equipment Spending Recovery Expected After 2023 Slowdown, SEMI Reports (Tuesday Sep. 12, 2023)
  Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year (YoY) to US$84 billion from a record high of US$99.5 billion in 2022 before rebounding 15% YoY to US$97 billion in 2024
  
  
• SK hynix's memory chips next in Huawei's 5G phone saga (Monday Sep. 11, 2023)
  Last week’s relatively low-key launch of Huawei’ Mate 60 Pro 5G phone is still making waves for China’s breakthrough in cutting-edge semiconductor manufacturing technology with a 5G system-on-chip (SoC) produced on SMIC’s 7-nm process node. Especially, when SMIC doesn’t have access to extreme ultraviolet (EUV) lithography equipment.
  
  
• Semiconductor industry sees revenue increase for the first time since 2021 (Monday Sep. 11, 2023)
  
  
  
• Q2 2023 Global Semiconductor Equipment Billings Dip 2% Year-Over-Year, SEMI Reports (Monday Sep. 11, 2023)
  Global semiconductor equipment billings dipped 2% year-over-year to US$25.8 billion in the second quarter of 2023, while quarter-over-quarter billings slipped 4%, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.
  
  
• Arm IPO Likely to Lag Early Expectations, Observers Say (Thursday Sep. 07, 2023)
  SoftBank’s sale of a stake in Arm is likely to raise less money than originally expected, due in part to the several uncertainties the British chip IP company continues to face, industry observers told EE Times.
  
  
• Global Semiconductor Sales Increase 2.3% Month-to-Month in July (Thursday Sep. 07, 2023)
  SIA today announced global semiconductor industry sales totaled $43.2 billion during the month of July 2023, an increase of 2.3% compared to the June 2023 total of $42.2 billion but 11.8% less than the July 2022 total of $49.0 billion.
  
  
• Top Ten Semiconductor Foundries Report a 1.1% Quarterly Revenue Decline in 2Q23, Anticipated to Rebound in 3Q23, Says TrendForce (Tuesday Sep. 05, 2023)
  TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
  
  
• Arm prices IPO (Monday Sep. 04, 2023)
  Arm has priced its IPO at $47-51 per share valuing the company at at $50-54 billion – compared to the estimated range of $19-73 billion.
  
  
• Arm IPO Faces Serious Difficulties, Observers Say (Friday Aug. 25, 2023)
  SoftBank’s initial public offering (IPO) for Arm on the Nasdaq stock exchange, planned for as early as next month, faces major challenges because the British chip designer is overvalued and growth prospects are dim, analysts and a person close to the company told EE Times.
  
  
• Huawei rumoured to be building secret fab stable (Thursday Aug. 24, 2023)
  Huawei is alleged to be building up a fab stable in China to try and evade US restrictions on tools and technology
  
  
• Synopsys to add generative AI to design tools (Thursday Aug. 24, 2023)
  Synopsys is looking to add generative AI to its EDA tools to boost chip design productivity.