Chip Industry Week In Review

By The SE Staff - 06 Mar, 2026 - Comments: 0

Think tank IAPS' report on AI integrity attacks contends that advanced AI systems must be protected from hidden tampering, backdoors, or unauthorized changes that could alter their behavior or outputs, especially when AI adoption is scaling rapidly, with over 60% of the federal workforce now using AI every day. Geopolitics The U.S. government has drafted new export rules that may give W... » read more

Chip Industry Week In Review

By The SE Staff - 30 Jan, 2026 - Comments: 0

Big deals and fundings Teradyne and MultiLane are forming a joint venture, MultiLane Test Products (MLTP), to accelerate the development of test solutions for high speed data connections. Teradyne will be the majority owner. Ricursive Intelligence raised $300M Series A for AI-driven IC design. IonQ plans to acquire SkyWater for ~$1.8B, creating a "vertically integrated full-stack q... » read more

Annual Global IC Fabs And Facilities Report

By Liz Allan - 07 Jan, 2026 - Comments: 0

Semiconductor companies announced a significant number of facilities in 2025 as global onshoring efforts continued across manufacturing, materials, packaging, design, and R&D. Investments came from both industry and government sources. Organizations worked together to solve current technology challenges, including soaring demand for AI chips and advanced memory, as well as complex applic... » read more

AI Bubble Or Boom?

By Geoff Tate - 20 Oct, 2025 - Comments: 1

Are we in an AI bubble? Parallels are being drawn to the dot.com boom/bust of 1999-2000. In the dot.com bust, many high-tech companies valuations soared up 10X, then deflated. The peak P/E ratio for the Nasdaq Composite was 200! Remember Webvan? It went public November 1999 with an $8 billion valuation, then filed for bankruptcy 19 months later. It was much speculation without profits or gro... » read more

Chip Industry Week in Review

By The SE Staff - 17 Oct, 2025 - Comments: 0

The Open Compute Project (OCP) Summit kicked off this week in San Jose, dominated by open standards, massive scaling of AI infrastructure, chiplet architectures, and energy-efficiency. Among the highlights: An initiative to standardize data center infrastructure and advance Ethernet for AI. New contributions to OCP's Open Chiplet Economy ecosystem, including Arm's new Foundation Chiplet... » read more

Chip Industry Week In Review

By The SE Staff - 26 Sep, 2025 - Comments: 0

U.S. Trade Representative Jamieson Greer warned Southeast Asian semiconductor manufacturers that they must shift production to the U.S. or face new punitive tariffs, reports the South China Morning Post. President Trump previously floated a 100% tariff on imported chips. Malaysia and other regional economies are offering large concessions and promises of U.S. goods purchases in hopes of securin... » read more

Chip Industry Week in Review

By The SE Staff - 12 Sep, 2025 - Comments: 0

The U.S. is considering annual approvals for Samsung and SK hynix to export chipmaking tools and materials to their factories in China, replacing perpetual waivers granted under the validated end user system, reports Bloomberg. The proposal, presented by the U.S. Commerce Department to South Korean officials, would require the companies to reapply each year for specific quantities of restricted... » read more

Chip Industry Week in Review

By The SE Staff - 08 Aug, 2025 - Comments: 1

Apple plans to increase its U.S. investment by an additional $100 billion over four years, which includes the launch of an advanced manufacturing supply chain program, spurring a number of related chip industry announcements, including: Apple will invest in Amkor's new packaging and test facility in Arizona as its first and largest customer, and Amkor will package and test Apple silicon pr... » read more

AR/VR Glasses Taking Shape With New Chips

By Liz Allan - 05 Jun, 2025 - Comments: 0

More augmented reality (AR), virtual reality (VR), and mixed reality (MR) wearables are coming, but how they are connected, and where image and other data is processed, are still in flux. Ray-Ban Meta AI glasses, for example, look like classic eyeglasses, but they rely on a tethered smart phone for such functions as taking pictures, AI voice assistance, and object identification. In contrast... » read more

Cache Occupancy Attacks Targeting The SLC of Apple M-Series SoCs (Northeastern Univ.)

By Technical Paper Link - 11 May, 2025 - Comments: 0

A new technical paper titled "EXAM: Exploiting Exclusive System-Level Cache in Apple M-Series SoCs for Enhanced Cache Occupancy Attacks" was published by researchers at Northeastern University. Abstract "Cache occupancy attacks exploit the shared nature of cache hierarchies to infer a victim's activities by monitoring overall cache usage, unlike access-driven cache attacks that focus on spe... » read more

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tag: Apple

Chip Industry Week In Review

Chip Industry Week In Review

Annual Global IC Fabs And Facilities Report

AI Bubble Or Boom?

Chip Industry Week in Review

Chip Industry Week In Review

Chip Industry Week in Review

Chip Industry Week in Review

AR/VR Glasses Taking Shape With New Chips

Cache Occupancy Attacks Targeting The SLC of Apple M-Series SoCs (Northeastern Univ.)

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