category: Blogs – MD

category: IoT, Security & Automotive

Adaptation In A Volatile Era
By Thomas Caulfield - 24 Jan, 2019 - Comments: 0

2018 has been a volatile year by almost any measure, and the global electronics industry was at the center of the action. Soaring memory prices and tech stock valuations drove eye-popping growth in the first half, with Samsung solidifying its position as the world’s largest chipmaker and Apple briefly topping $1 trillion of market capitalization. Fast forward to the second half of the year an... » read more

Data Transfer Without Energy Loss
By Serena Brischetto - 24 Jan, 2019 - Comments: 0

SEMI met with Erez Halahmi, vice president at 0eC SA, to discuss a new way to transfer information not only between chips but also between servers to reduce power consumption while boosting performance. The two spoke ahead of his presentation at the 3D & Systems Summit, 28-30 January, 2019, in Dresden, Germany. To register for the event, please click here. SEMI: What is Zero energy co... » read more

What AI Is… And Isn’t
By Terry Brewer - 15 Jan, 2019 - Comments: 0

AI is very good at some things. It may never be good at others. The challenge is figuring out where it can help the most, and then making the cost calculation for how it can be applied. Cost sounds like it should be fairly straightforward, but it isn't. For instance, what is the cost of continuing to doing something the same way if you aren't making necessary changes? Delaying those changes ... » read more

5 Observations From Intel’s Event
By Mark LaPedus - 17 Dec, 2018 - Comments: 0

Not long ago, Intel hosted its “Architecture Day,” where top executives from the chip giant revealed the company’s latest products and next-generation technologies. The company also discussed its strategy. To be sure, it’s a critical time for Intel. In June, Brian Krzanich was forced out as chief executive and the company is still looking for a permanent CEO. Plus, Intel has delayed it... » read more

What’s Changing In Memory
By Gill Lee - 17 Dec, 2018 - Comments: 0

As emerging big data and artificial intelligence (AI) applications, including machine learning, drive innovations across many industries, the issue of how to advance memory technologies to meet evolving computing requirements presents several challenges for the industry. The mainstream memory technologies, DRAM and NAND flash, have long been reliable industry workhorses, each optimized for s... » read more

Mixed Outlook For Fab Equipment
By Christian Dieseldorff - 17 Dec, 2018 - Comments: 0

As 2018 dawned, the semiconductor industry appeared to be poised for a rare fourth consecutive year of equipment investment growth. That rosy outlook is about to change as clouds gather in what until now has been the sunny sky. The latest edition of the World Fab Forecast Report, published by SEMI in December 2018, reveals a downward revision of total fab equipment spending growth for 2018 ... » read more

Trade Disputes Increase Market Uncertainty
By Joanne Itow - 04 Dec, 2018 - Comments: 0

The World Semiconductor Trade Statistics (WSTS) organization held its bi-annual forecast meeting in Scottsdale, Arizona last month, and one of the topics that seemed to be on everyone’s mind is the impact of tariffs and the trade tensions between the United States and China. The need to impose tariffs on U.S. imports of semiconductors is perplexing and frequently confusing. President Trum... » read more

What’s The Outlook for Memory?
By Mark LaPedus - 15 Nov, 2018 - Comments: 2

What a difference a year makes in the memory business. At this time last year, the industry was in the midst of a boom cycle for both NAND and DRAM. More specifically, there was huge demand for 3D NAND. Then, starting in the first quarter of 2018, the NAND market began to decline and it continues to fall. And now, the DRAM market is also falling off the cliff. So, it’s time to take a q... » read more

A VC View Of The AI Landscape
By Michael Stewart - 15 Nov, 2018 - Comments: 0

In this blog post, I’ll highlight my takeaways from the recent AI Hardware Summit where I participated as a panelist. The conference’s focus on developing hardware accelerators for neural networks and computer vision attracted companies from across the ecosystem – AI chip startups, semiconductor companies, system vendors/OEMs, data center providers, financial services companies and VCs,... » read more

Finding New Dimensions Of Innovation
By Gary Dagastine - 15 Nov, 2018 - Comments: 0

Whenever a company announces a major strategy shift and restructuring, such as pivoting away from 7nm FinFET technology development, it’s understandable that confusion, uncertainty and misunderstandings may arise. The best way to allay these concerns is to take an objective look at the situation: Demand for chips for the automotive, IoT, mobility and data center/wireless infrastructure mar... » read more

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