Scaling Up And Down


You don’t have to look very far in the semiconductor world before you see the word “scaling.” Perhaps you read an industry news article headline about transistor scaling – how those nearly nanoscale components are shrinking even smaller in size down to the atomic scale. Or maybe you heard a reference to memory capacity scaling – how our favorite mobile devices can store more high-reso... » read more

Printed Sensor Market Expands


The growing use of actionable information in new ways to make better decisions is driving brisk growth in printed electronics (PE) and sensors. According to BCC Research, the global market for sensors should grow from $173.4 billion in 2019 to reach $323.3 billion by 2024 – a compound annual growth rate (CAGR) of 13.3%. Where will this growth come from? Where are the immediate, and longer-... » read more

A Quantum Future Approaches


By Kenichi Ohno, Robert Visser, and Nir Yahav We often think quantum technology is a far-off future. Thanks to decades-long research on the elemental technologies and recent breakthroughs, the emergence of quantum may happen sooner than later. Large enterprises, start-ups, government agencies and research organizations around the world are investing billions of dollars to scale quantum techn... » read more

MEMS And Sensor Tech For The Next Decade


Most of today’s blockbuster MEMS products – from pressure sensors and resonators to accelerometers and microphones – originated from academic research, a trend that Alissa M. Fitzgerald, Founder & Managing Member, A.M. Fitzgerald & Associates, expects to continue. While many of these potentially game-changing new technologies will require many more years of intensive development a... » read more

A Different Foundry Model


As the pursuit to produce advanced semiconductors that keep up with the Moore’s Law treadmill becomes more and more challenging, many companies are seeking other ways to provide the next ‘must-have’ electronic products. In fact, many companies have realized that the need for doubling performance is no longer the main attribute necessary to deliver successful solutions for IoT, automotive,... » read more

How FinFET Device Performance Is Affected By Epitaxial Process Variations


By Shih-Hao (Jacky) Huang and Yu De Chen As the need to scale transistors to ever-smaller sizes continues to press on technology designers, the impact of parasitic resistance and capacitance can approach or even outpace other aspects of transistor performance, such as fringing capacitance or source drain resistance. The total resistance in a device is comprised of two components: internal re... » read more

Scaling Battery Technology


Batteries are an essential ingredient for the growth of electronics from small devices used for IoT as well as large batteries for electric cars. Historically, battery energy density improves 5%-8% per year. While this is much slower than the historical improvements from Moore’s Law, it’s still the kind of growth that can result in leaps in efficiency, opening the door for a better experien... » read more

SiC Market Moves Into Overdrive


The silicon carbide (SiC) power semiconductor market continues to heat up in the automotive arena. In recent times, several automotive OEMs have formed a series of alliances with SiC device makers, and for good reason. In a major way, many automotive OEMs are entering or expanding their efforts in the battery-electric car market. SiC power semiconductors are among the key components used ... » read more

Early 2020 Looks Promising For Semi Industry


Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth peaked in 2018 and then declined and was still falling in the second quarter of this year (Chart 2). Seasonality and currency exchange related ele... » read more

VC Perspectives On An AI Summer


It’s been a busy summer for Applied Ventures. Our team has had many interactions in the startup and investing space, and added some new companies to our portfolio. I’ll be sharing highlights of these activities in a series of upcoming blogs, but first I’d like to reflect on current market developments in machine learning and how they are affecting VC investment patterns. Strategic inve... » read more

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