AI Storm Brewing


AI is coming. Now what? The answer isn't clear, because after decades of research and development, AI is finally starting to become a force to reckon with. The proof is in the M&A activity underway right now. Big companies are willing to pay huge sums to get out in front of this shift. Here is a list of just some of the AI acquisitions announced or completed over the past few years: ... » read more

What Does AI Really Mean?


Seth Neiman, chairman of eSilicon, founder of Brocade Communications, and a board member and investor in a number of startups, sat down with Semiconductor Engineering to talk about advances in AI, what's changing, and how it ultimately could change our lives. What follows are excerpts of that conversation. SE: How far has AI progressed? Neiman: We’ve been working with AI since the mid 1... » read more

The Return Of Time Sharing


As early as the 1960s, it wasn't uncommon to hear that transistors would be free. Those were pretty bold statements at the time, considering most computers in those days cost $1 million, required special rooms, and budding computer scientists usually had to sign up to use mainframe computers for one-hour time slots—often in the middle of the night or on weekends. Still, those predictions ... » read more

Fix Processes, Then Silos


Jack Welch, former CEO of GE, was a big proponent of what he called a "boundaryless corporation." It was a good sound bite, but it pales in comparison to former Intel CEO Andy Grove's philosophy of working out of a cubicle, just like the rest of his staff. While it's great to have corporate buy-in for breaking down silos, which are vertically integrated, the real problem for semiconductor c... » read more

OSAT Biz: Growth And Challenges


Amid a challenging business environment, the outsourced semiconductor assembly and test (OSAT) industry is projected to see steady to strong growth in a number of packaging segments this year. Right now, the [getkc id="83" kc_name="OSATs"]—which provide third-party IC-packaging and test services—are seeing brisk demand for both legacy and advanced chip packages. In addition, IDMs continu... » read more

Putting The Brakes On Consolidation


China's efforts to reduce its trade deficit by acquiring technology outside of its borders—particularly in the areas of process technology and memory—are hitting some snags. Any proposed acquisitions are being closely monitored by government agencies around the globe, and in many cases they have been quietly derailed. The Committee on Foreign Investment in the United States (CFIUS) is pa... » read more

China Unveils Memory Plans


Backed by billions of dollars in government funding, China in 2014 launched a major initiative to advance its domestic semiconductor, IC-packaging and other electronic sectors. So far, though, the results are mixed. China is making progress in IC-packaging, but the nation’s efforts to advance its domestic logic and memory sectors are still a work in progress. In fact, China has yet to achi... » read more

TSMC: 10nm To Be Greater Than 10% Of 2017 Wafer Revenue


TSMC’s financial results for the 4th Quarter of 2016 were released on January 11, 2017 (PST) and showed that year-over-year fourth quarter revenue increased 28.8% and simultaneously net income and diluted EPS both increased 37.6%.  In U.S. dollars, TSMC’s fourth quarter revenue was $8.25 billion. TSMC's CFO, Ms. Lora Ho, reported that 2016 was a good year for TSMC and that the company set ... » read more

What Can Go Wrong In Automotive


Semiconductor Engineering sat down to discuss automotive engineering with Jinesh Jain, supervisor for advanced architectures in Ford’s Research and Innovation Center in Palo Alto; Raed Shatara, market development for automotive infotainment at [getentity id="22331" comment="STMicroelectronics"]; Joe Hupcey, verification product technologist at [getentity id="22017" e_name="Mentor Graphics"]; ... » read more

Border Tax Shakeup


A border tax is the talk of the financial world. While this has clear implications for car manufacturers, where it's rather easy to tell where parts such an engine block or a braking system were manufactured, it's far less tangible when it comes to electronics in general, and semiconductors in particular. In a complex SoC, IP can be developed in more than one country, and multinational techn... » read more

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