Commentary / Analysis
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Global 300mm Fab Equipment Spending Forecast to Reach Record $119 Billion in 2026, SEMI Reports (Wednesday Jun. 14, 2023)
Global 300mm fab equipment spending for front-end facilities next year is expected to begin a growth streak to a US$119 billion record high in 2026 following a decline in 2023.
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Chiplets advancing one design breakthrough at a time (Wednesday Jun. 14, 2023)
Where do the high-performance and highly scalable multi-die architectures for compute-intensive applications actually stand?
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PCI-SIG® Announces New Research Projecting PCI Express® Technology TAM Expected to Reach $10 Billion by 2027 (Wednesday Jun. 14, 2023)
PCI-SIG® announced today new findings from an ABI Research report projecting PCI Express® (PCIe®) technology TAM growing at a CAGR of 14% from 2022 to 2027 in high-growth verticals including data centers, edge, telcos, AI, automotive, mobile devices and wearables.
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Intel German fab in doubt (Monday Jun. 12, 2023)
Intel may not be building a fab complex in Germany after it asked for higher subsidies from the German government.
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Securing Embedded Systems - Making it the Norm (Monday Jun. 12, 2023)
Experts from Cybellum, Emproof and Nordic Semiconductor explain what the future holds for implementing security in embedded devices and what the development community needs to make incorporating security become the norm.
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Top 10 Foundries Report Nearly 20% QoQ Revenue Decline in 1Q23, Continued Slide Expected in Q2, Says TrendForce (Monday Jun. 12, 2023)
TrendForce reports that the global top 10 foundries witnessed a significant 18.6% QoQ decline in revenue during the first quarter of 2023.
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Jim Keller on AI, RISC-V, Tenstorrent's Move to Edge IP (Monday Jun. 12, 2023)
Legendary CPU designer Jim Keller took over as CEO of AI chip company Tenstorrent at the beginning of 2023, after serving as the company’s CTO for two years. His history includes stints at Apple, Tesla and AMD. In recent years, Keller has become an outspoken supporter of RISC-V, and the burgeoning open-source ISA was a key topic for discussion during EE Times’ exclusive video interview.
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Apple completes its ARM lineup with 5nm, 134billion transistor M2 Ultra (Monday Jun. 12, 2023)
Apple has completed its range of ARM-based chips with the M2 Ultra, its largest to date with 134bn transistors.
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Q1 2023 Global Semiconductor Equipment Billings Grow 9% Year-Over-Year, SEMI Reports (Thursday Jun. 08, 2023)
Global semiconductor equipment billings increased 9% year-over-year to US$26.8 billion in the first quarter of 2023.
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Computex 2023 Reveals Taiwan's Critical Role in AI (Thursday Jun. 08, 2023)
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Global Semiconductor Sales Increase 0.3% Month-to-Month in April (Wednesday Jun. 07, 2023)
SIA today announced global semiconductor industry sales were $40.0 billion during the month of April 2023, an increase of 0.3% compared to the March 2023 total of $39.8 billion and 21.6% less than the April 2022 total of $50.9 billion.
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Consortium's Move Will Boost RISC-V Ecosystem, Thankfully (Monday Jun. 05, 2023)
RISC-V represents an existential threat to Arm, and a new industry consortium plans to increase that threat of extinction by accelerating the development of open-source software for the RISC-V architecture. Members of the consortium this week announced the formation of the RISC-V Software Ecosystem (RISE) Project to do so.
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Are Chiplets Enough to Save Moore's Law? (Monday Jun. 05, 2023)
During a press conference at Computex this week in Taiwan, Nvidia CEO Jensen Huang and MediaTek CEO Rick Tsai announced that Nvidia would be supplying GPU chiplets to MediaTek to be incorporated into a yet-to-be-designed system-on-chip (SoC) for in-cabin automotive applications along with Nvidia AI and graphics IP.
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China bars Micron ICs destined for key infrastructure (Thursday May. 25, 2023)
Yesterday, China barred Micron from selling memories to suppliers of key domestic infrastructure following a security review.
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TSMC lays out a killer roadmap (Thursday May. 25, 2023)
At TSMC’s European technology symposium in Amsterdam earlier this week, the company laid out it’s advanced technology roadmap for the next three years.
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DRAM Industry Q1 Revenues Decline 21.2% QoQ, Marking Third Consecutive Quarter of Downturn, Says TrendForce (Thursday May. 25, 2023)
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to US$9.663 billion.
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Experts Weigh Impact of Intel-Arm Collaboration (Wednesday May. 24, 2023)
Intel Foundry Services and Arm agreed last month to optimize Arm’s IP for Intel’s upcoming 18A process technology (1.8 nm). The collaboration will focus on mobile designs and will undertake design technology co-optimization (DTCO) and system technology co-optimization (STCO), which means that Arm’s IP will be optimized both for Intel’s forthcoming production node and for the company’s advanced packaging technologies.
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We don't compete with our customers - TSMC (Monday May. 22, 2023)
TSMC pointed up a differentiator between itself and its two foundry rivals – Samsung and Intel – at a technology symposium in Hsinchu yesterday.
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Semiconductor Manufacturing Monitor Points to Moderating Industry Contraction in Q2 2023, SEMI Reports (Wednesday May. 17, 2023)
The current global semiconductor manufacturing industry contraction is expected to moderate in the second quarter of 2023 and give way to a gradual recovery starting in the third quarter, SEMI announced in its Q1 2023 publication of the Semiconductor Manufacturing Monitor (SMM) Report.
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Indian chip startups get seed funds from Sequoia Capital (Monday May. 15, 2023)
InCore Semiconductors and Mindgrove Technologies – both based in Chennai, India – have both received seed funding in rounds led by Sequoia Capital India.
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IC designers leave Graphcore for Meta (Monday May. 08, 2023)
Ten IC designers working for Graphcore have been recruited by Meta, reports Reuters.
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Flex Logix Cancels AI Chip, Markets IP for AI and DSP (Monday May. 08, 2023)
Flex Logix, an eFPGA company, has stopped selling its InferX X1 AI accelerator chip, and will instead bring the architecture to market as licensable IP, Flex Logix CEO Geoff Tate told EE Times.
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Worldwide Silicon Wafer Shipments Decline in Q1 2023, SEMI Reports (Tuesday May. 02, 2023)
Worldwide silicon wafer shipments slipped 9.0% quarter-over-quarter to 3,265 million square inches in the first quarter of 2023 and 11.3% from the 3,679 million square inches recorded during the same quarter last year.
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Global Semiconductor Sales Decrease 8.7% in First Quarter; March Sales Tick Up Month-to-Month for First Time Since May 2022 (Tuesday May. 02, 2023)
SIA today announced worldwide sales of semiconductors totaled $119.5 billion during the first quarter of 2023, a decrease of 8.7% compared to the fourth quarter of 2022 and 21.3% less than the first quarter of 2022.
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Electronic System Design Industry Logs $3.9 Billion in Revenue in Q4 2022, ESD Alliance Reports (Monday May. 01, 2023)
Electronic System Design (ESD) industry revenue increased 11.3% from $3,468.2 million in the fourth quarter of 2021 to $3,858.7 million in the fourth quarter of 2022.
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Processor Startup Innovates Memory Allocation Management (Monday May. 01, 2023)
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EC approves €7.4bn subsidy for ST-GloFo JV fab (Monday May. 01, 2023)
The EC has approved a €7.4 billion subsidy for ST and GloFo’s jv FD-SOI fab at Crolles.
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Softbank files to list Arm on the Nasdaq (Monday May. 01, 2023)
SoftBank has filed for a public offering of Arm shares on the Nasdaq.
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TSMC's 3-nm Push Faces Tool Struggles (Monday May. 01, 2023)
Taiwan Semiconductor Manufacturing Co. (TSMC) is straining to meet demand from top customer Apple for 3-nm chips. The company’s tool and yield struggles have impeded the ramp to volume production with world-leading technology, according to analysts surveyed by EE Times.
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EU-Funded NimbleAI to Deliver 3D Neuromorphic Chip (Monday May. 01, 2023)
Leveraging inspiration from biology combined with AI advances, the EU-funded NimbleAI project aims to unlock the potential of neuromorphic vision. French eFPGA IP company Menta announced it has joined the NimbleAI consortium to help design a 3D neuromorphic chip.