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Commentary / Analysis

• sureCore-Led CryoCMOS IP: Toward Scalable Quantum Computers (Thursday Aug. 24, 2023)
  sureCore CEO Paul Wells foresees further migration of control electronics “into the cryostat,” i.e., close to the qubits.
  
  
• 2 Startups Tackle Counterfeits, Including TI Chips (Thursday Aug. 24, 2023)
  Startups Alitheon and Cybord are tackling the problem of counterfeit chips in the electronics supply chain.
  
  
• GDDR Does Math, Big-Screen Explosions (Thursday Aug. 24, 2023)
  The “G” in GDDR stands for “graphics” (as in “graphics double data rate”), but today, the use cases for the high-performance memory boil down to math. It is the reason GDDR7, recently announced by Samsung Electronics, will find its way into high-performance computing (HPC), artificial-intelligence and automotive applications.
  
  
• Analysis: Arm IPO filing reveals depth of Chinese risk (Wednesday Aug. 23, 2023)
  The filing for an IPO in intellectual property licensor Arm has revealed details of problematic relations in China and risks to its continued business there.
  
  
• Esperanto Pivots to HPC and Generative AI (Wednesday Aug. 23, 2023)
  AI chip startup Esperanto recently pivoted its focus from recommendation acceleration to large language models (LLMs) and high-performance computing (HPC), releasing a general-purpose software development kit and PCIe accelerator card for its ET-SoC-1 first generation RISC-V data center accelerator chip.
  
  
• Gartner Forecasts Worldwide AI Chips Revenue to Reach $53 Billion in 2023 (Wednesday Aug. 23, 2023)
  Semiconductors designed to execute artificial intelligence (AI) workloads will represent a $53.4 billion revenue opportunity for the semiconductor industry in 2023, an increase of 20.9% from 2022, according to the latest forecast from Gartner, Inc.
  
  
• Interview: Arm's SystemReady 2.0 to Secure IoT Devices (Wednesday Aug. 16, 2023)
  We had the opportunity to talk to Paul Williamson, Arm’s SVP & GM for the IoT Line of Business, about SystemReady. He shared the essential benefits of the program and argued why it is crucial to ensure continuous security updates to all connected devices out there.
  
  
• Global Semiconductor Industry on Track for 2024 Recovery but Near-Term Headwinds Remain, SEMI Reports (Wednesday Aug. 16, 2023)
  In Q3 2023, electronics sales are projected to post healthy quarter-on-quarter growth of 10%, while memory IC sales are expected to log double-digit growth for the first time since the downturn started in Q3 2022. Logic IC sales are predicted to remain stable and improve as demand gradually recovers.
  
  
• TSMC allocates $6bn for 2nm capacity in Taiwan (Friday Aug. 11, 2023)
  At a board meeting earlier this week, TSMC allocated $6 billion for building leading edge capacity in Taiwan.
  
  
• Intel CEO Voices Concerns About CHIPS Funds, Export Controls (Thursday Aug. 10, 2023)
  Intel CEO Pat Gelsinger is lobbying for a large portion of the $52 billion that the U.S. will provide in subsidies for new fab construction—and urging the U.S. to ease up on export controls that are throttling sales to China, the world’s largest semiconductor market.
  
  
• Analog IP tackles side channel attacks (Thursday Aug. 10, 2023)
  Protecting against side channel attacks is a critical part of chip design, says Chris Morrison, director of product marketing at Agile Analog in Cambridge.
  
  
• Global Semiconductor Sales Increase 4.7% in Q2 Compared to Q1 (Monday Aug. 07, 2023)
  Global sales for the month of June 2023 were $41.5 billion, an increase of 1.7% compared to the previous month.
  
  
• CEO Interview: Intrinsic ID's Pim Tuyls on Embedded Security (Monday Aug. 07, 2023)
  With the rapid growth of connected devices or internet of things (IoT), security has become a significant concern for businesses and consumers using these products. Manufacturers and device vendors are having to respond to not only customer pressure, but also government legislation around the world.
  
  
• Remi El-Ouazzane: "A Tsunami of TinyML Devices is Coming" (Monday Jul. 31, 2023)
  TinyML will become the largest driver of the microcontroller market in the next 10 years, according to Remi El-Ouazzane, the president of STMicroelectronics’ microcontrollers and digital ICs group.
  
  
• PCIe Eyes Road Ahead with AI, Automotive (Monday Jul. 31, 2023)
  Artificial intelligence (AI) is getting more attention than ever thanks to the rapid emergence of ChatGPT, so it should be no surprise that well-established, incumbent technologies, such as the Peripheral Component Interconnect Express (PCIe), are poised to play a critical role.
  
  
• Huawei planning on using SMIC to fab 7nm ICs this year (Monday Jul. 31, 2023)
  Huawei plans to fab 5G chips on a 7nm process at SMIC this year, reports the Nikkei.
  
  
• America Faces Significant Shortage of Tech Workers in Semiconductor Industry and Throughout U.S. Economy (Monday Jul. 31, 2023)
  An estimated 67,000 jobs for technicians, computer scientists, engineers in semiconductor industry—and 1.4 million such jobs across the U.S. economy—risk going unfilled by 2030, according to new SIA/Oxford Economics study
  
  
• A methodology for turning an SoC into chiplets (Thursday Jul. 27, 2023)
  Siemens has developed a workflow methodology for homogeneous disaggregation of SoCs into chiplets using hierarchical device planning.
  
  
• Worldwide Silicon Wafer Shipments Rise in Q2 2023, SEMI Reports (Wednesday Jul. 26, 2023)
  Worldwide silicon wafer shipments increased 2.0% quarter-over-quarter to 3,331 million square inches in the second quarter of 2023, down 10.1% from the 3,704 million square inches recorded during the same quarter last year
  
  
• Two IP announcements herald a new normal in chip world (Wednesday Jul. 26, 2023)
  Announcements of an IP acquisition deal and a substantial funding round for an analog IP reuse specialist last week underscore the critical importance of semiconductor IP at a time when more functionality is integrated into a single chip. High-quality IP reduces risk and enables chip designers to speed time-to-market.
  
  
• Has the electronics market bottomed out? (Monday Jul. 24, 2023)
  The current slump in the electronics market began in 2021, says Semiconductor Intelligence, smartphone shipments versus a year earlier turned negative in 3Q 2021.
  
  
• Chip Experts See Talent Shortage as Main Growth Hurdle (Monday Jul. 24, 2023)
  The global semiconductor industry’s shortage of workers is likely the largest impediment to growth—the latest example coming this week from a fab-construction delay announced by Taiwan Semiconductor Manufacturing Co. (TSMC).
  
  
• Could AMD use IFS? (Monday Jul. 24, 2023)
  Su told the Nikkei at the weekend that AMD will “consider other manufacturing capabilities to ensure that we have the most resilient supply chain.” Su stressed that no such move was currently planned.​
  
  
• Startups Help RISC-V Reshape Computer Architecture (Tuesday Jul. 18, 2023)
  RISC-V has emerged as a game-changing open-source ISA. EE Times Europe has asked Semidynamics, Axiomise and Agile Analog about the future of RISC-V in the computing landscape.
  
  
• Global Semiconductor Equipment Sales Forecast: $87 Billion in 2023 With 2024 Rebound, SEMI Reports (Thursday Jul. 13, 2023)
  Global sales of total semiconductor manufacturing equipment by original equipment manufacturers next year are forecast to bounce back from a projected contraction of 18.6% to $87.4 billion in 2023 following the industry record of $107.4 billion in 2022
  
  
• End-to-end design and verification for PCIe 6.0 (Thursday Jul. 13, 2023)
  PCI Express (PCIe) 6.0 is gaining traction in AI, HPC, and data centres, operating at 64GT/s, twice as fast as the previous generation. Network servers, SSDs, switches, and AI accelerators are all early adopters of PCIe 6.0, and network interface cards (NIC) and CPU host chips are on the horizon.
  
  
• Electronic System Design Industry Logs $4 Billion in Revenue in Q1 2023, ESD Alliance Reports (Monday Jul. 10, 2023)
  Electronic System Design (ESD) industry revenue increased 12% from $3,527.7 million in the first quarter of 2022 to $3,951.1 million in the first quarter of 2023.
  
  
• Bespoke EDA Differentiates Silicon Chips (Monday Jul. 10, 2023)
  For so long, designers used off-the-shelf electronic design automation (EDA) tools from major players, startups and technology companies somewhere in between the two to get their chips produced. It’s been a long-accepted practice that’s shifting to a strategy where the watchwords are proprietary, customized and differentiated.
  
  
• Global Semiconductor Sales Increase 1.7% Month-to-Month in May (Friday Jul. 07, 2023)
  SIA today announced global semiconductor industry sales totaled $40.7 billion during the month of May 2023, an increase of 1.7% compared to the April 2023 total of $40.0 billion but 21.1% less than the May 2022 total of $51.7 billion.
  
  
• Despite Export Ban on Equipment, China's Semiconductor Expansion in Mature Processes Remains Strong, Says TrendForce (Thursday Jul. 06, 2023)
  On June 30th, the Netherlands introduced new export restrictions on advanced semiconductor manufacturing equipment. Despite facing export controls from the US, Japan, and the Netherlands, TrendForce anticipates the market share of Chinese foundries in terms of 12-inch wafer production capacity will likely increase from 24% in 2022 to an estimated 26% in 2026.