Chip Industry Earnings: A Mixed Bag


Editor's Note: Updated the week of Oct. 31 and Nov. 7 for additional earnings releases. Although most companies reported revenue growth, this latest round of chip industry earnings releases reflected a few major themes: Lower future quarter guidance to varying degrees, due to the recent U.S. export restrictions related to China; Negative impact of the inflationary environment on corn... » read more

Week In Review: Semiconductor Manufacturing, Test


This week saw more fallout from U.S. export controls: SK hynix may consider selling its memory chip production facilities in China if recently imposed controls make it too difficult to continue operations there, according to Nikkei Asia. "As a contingency plan, we are considering selling the fab, selling the equipment or transferring the equipment to South Korea," said Kevin Noh, SK hynix ... » read more

Week In Review: Design, Low Power


Tools and IP Scandinavian researchers used a laser-powered chip to transmit about 1.84 petabytes of data over a fiber optic cable in one second. The scientists said the technology could lead to faster broadband speeds and reduce the amount of energy used to keep the internet running. Imec said the semiconductor industry is likely to see increasing separation of power delivery and signal rou... » read more

Week In Review: Auto, Security, Pervasive Computing


Automotive, mobility Ford Motor Company revealed it lost $827 million in the third quarter because of parts shortages and unexpected supplier costs. Those shortages affected 40,000 to 50,000 vehicles. The company is shutting down its interest in its self-driving car unit Argo.ai, which it shared with Volkswagen since 2019. Ford will instead focus on advanced driver-assist systems (ADAS), which... » read more

Which Foundry Is In The Lead? It Depends.


The multi-billion-dollar race for foundry leadership is becoming more convoluted and complex, making it difficult to determine which company is in the lead at any time because there are so many factors that need to be weighed. This largely is a reflection of changes in the customer base at the leading edge and the push toward domain-specific designs. In the past, companies like Apple, Google... » read more

Week In Review: Semiconductor Manufacturing, Test


Fallout from the new U.S. export controls continues. Under new regulations, companies looking to supply Chinese chipmakers with advanced manufacturing equipment (<14nm) must first obtain a license from the U.S. Department of Commerce. In addition, U.S. persons (citizens and permanent residents) are barred from supporting China’s advanced chip development or production without a license. ... » read more

Week In Review: Auto, Security, Pervasive Computing


Automotive, mobility The BMW Group will invest $1.7 billion in its U.S. operations to build electric vehicles and batteries, mostly in South Carolina. BMW will drop $1 billion in its South Carolina plant for EV production and $700 million for a new battery-assembly facility in the state. BMW also agreed to purchase battery cells from Japan-based Envision AESC, which plans to construct a new ba... » read more

Week In Review: Design, Low Power


Tools and IP Electronic system design revenue hit a record $3.75 billion in the second quarter, according to a report from ESD Alliance, a SEMI Technology Community. That number represents a 17.5% year-over-year increase. Walden C. Rhines, the report’s executive sponsor, said it was the largest such jump in over a decade and that all product categories and geographic regions recorded second ... » read more

EDA, IP Revenue Way Up


EDA and semiconductor IP sales grew 17.5% to $3.75 billion in Q2, the highest growth in more than a decade, fueled by more complex designs and the need for advanced design and verification tools. Demand for nearly every segment tracked in SEMI's Electronic Design Market Data (EDMD) report was up, including services, which grew 23.2% in Q2 — the most recent statistics available in. That cou... » read more

Week In Review: Semiconductor Manufacturing, Test


The United States imposed further export controls aimed at preventing foreign firms from selling advanced chips to China or supplying Chinese firms with semiconductor processing tools. Under new regulations, companies looking to supply Chinese chipmakers with advanced manufacturing equipment (<14nm) must first obtain a license from the U.S. Department of Commerce. Officials noted that they h... » read more

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