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Chip Industry Week In Review


By Gregory Haley, Jesse Allen, and Liz Allan TSMC told equipment vendors to delay deliveries of the most advanced tools due to uncertain demand, according to Reuters. The news drove down stock prices of all the major equipment providers. On the other hand, TSMC said advanced packaging shortages will constrain AI chip shipments for the next 18 months, according to NikkeiAsia. The United St... » read more

Chip Industry Week In Review


By Liz Allan, Jesse Allen, and Karen Heyman Global semiconductor equipment billings dipped 2% year-over-year to US$25.8 billion in Q2, and slipped 4% compared with Q1, according to SEMI. Similarly, the top 10 semiconductor foundries reported a 1.1% quarterly-over-quarter revenue decline in Q2. A rebound is anticipated in Q3, according to TrendForce. Synopsys extended its AI-driven EDA ... » read more

Chiplets: Deep Dive Into Designing, Manufacturing, And Testing


Chiplets are a disruptive technology. They change the way chips are designed, manufactured, tested, packaged, as well as the underlying business relationships and fundamentals. But they also open the door to vast new opportunities for existing chipmakers and startups to create highly customized components and systems for specific use cases and market segments. This LEGO-like approach sounds ... » read more

DAC/SEMICON West 2023 Roundup


The interdependence of semiconductor devices and companies in manufacturing was a recurring theme at this year's SEMICON West, both in presentations and one-on-one discussions. Challenges range from sharing data securely across a highly integrated supply chain, particularly in light of heterogeneous integration, security concerns, and the increased use of AI, as well as concerns about the robus... » read more

DAC/Semicon West Wednesday


Trade restrictions against China were a regular topic of discussion at both DAC and Semicon West this week. Five Chinese startups exhibited prominently at this week's Design Automation Conference, in the wake of increasingly restrictive trade regulations that limit the sale of U.S. and European EDA tools used to develop advanced semiconductors. Most attendees interviewed said privately th... » read more

DAC/Semicon West Addresses Top Issues, Trends For Chips


The Design Automation Conference (DAC) 2023 and Semicon West returned in full force this week, drawing in more attendees and sponsor companies than since before the pandemic. At times, booth traffic was four to five deep, blocking aisles, and standing room only was common at presentations. Hot topics included generative AI and the underlying semiconductor technology, data security, reliabili... » read more

Power Semiconductors: A Deep Dive Into Materials, Manufacturing & Business


Whether you’re the owner of the average smartphone, commuting on trains, or driving around in a Tesla, you use power semiconductor devices every day. In a technology-dependent world, these devices are everywhere, and demand for more types of chips using different materials is growing. In the past, most engineers paid little attention to power semiconductors. They were deemed commodity, off... » read more

China Chip Industry Startup Funding Annual Report & Analysis: 2022


China is racing to stay competitive in semiconductors, as trade sanctions increasingly limit its access to EDA tools and manufacturing equipment required for the most advanced manufacturing processes. As a result, state-backed investors and regional development funds are pouring money into domestic semiconductor companies. This report will provide a glimpse into where the money is going, and wh... » read more

Chip Industry Startup Funding Annual Report & Analysis: 2022


Introduction New ideas fuel the semiconductor industry, and money enables those ideas. Tracking what startups get funded is one way to see which ideas are more viable and which problems need to be solved most urgently. In general, the more startups working on a solution to a particular problem, the greater the need for a viable solution — and the more likely one will be developed. Investo... » read more

Softbank To Buy ARM For $32.34B


By Ed Sperling & Ann Steffora Mutschler Japan's Softbank will acquire ARM for $32.34 billion, according to an agreement made public this morning. The deal has the backing of ARM's board of directors, which unanimously will recommend ARM shareholders approve it, according to a company statement. Under the terms of the deal, Softbank will at least double employee headcount in the United... » read more

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