Chip Industry Week In Review


By Jesse Allen, Karen Heyman, and Susan Rambo UMC and Intel will collaborate on the development of a 12nm semiconductor process platform to address high-growth markets, such as mobile, communications infrastructure, and networking. Apple reportedly pushed back the launch date of its long-awaited electric vehicle and scaled back the self-driving features to L2 driver assistance, according ... » read more

EDA Back On Investors’ Radar


EDA is transforming from a staid but strategic sector into a hot investment market, fueled by strong earnings and growth, a clamoring for leading-edge and increasingly customized designs across new and existing markets, and the rollout of advanced technologies such as AI for a range of tools that will be needed to develop new architectures with much greater performance per watt. A confluence... » read more

Chip Industry Week In Review


By Jesse Allen, Gregory Haley, and Liz Allan Synopsys will acquire Ansys for about $35 billion in cash and stock. The deal will boost Synopsys' multi-physics simulation capabilities, which are essential for complex 3D-IC designs, where thermal density can have significant repercussions. The acquisition is expected to be finalized in the first half of 2025. Worldwide semiconductor revenue ... » read more

How Is The Chip Industry Really Doing?


Throughout 2023, the general consensus among chip industry watchers was that IC sales were flat to down, fueled by market saturation for smart phones and PCs and excess inventory and capacity in DRAM and flash. But that doesn't tell the whole story, which is becoming highly nuanced and complicated. Unlike in the past, understanding how the chip industry is faring is no longer a simple math f... » read more

Chip Industry Week In Review


By Jesse Allen, Karen Heyman, and Liz Allan Renesas will acquire Transphorm, which designs and manufactures gallium nitride power devices, for about $339 million. GaN, which is a wide-bandgap technology, is used for high-voltage applications in a slew of markets, including EVs and EV fast chargers, as well as data centers and industrial applications. Cadence acquired Invecas, a provider o... » read more

Startup Funding: December 2023


Photonics and optics were strong in December, with investors funding two different companies using photonic technologies to develop AI chips and interconnects. Another key area — metaoptics — combines what traditionally would be separate lenses and optical components into a single, flat nanopatterned device. Metaoptics are being deployed in applications ranging from AI processing and sensor... » read more

Chip Industry Week In Review


By Susan Rambo, Jesse Allen, and Liz Allan The U.S. government will provide about $162 million in federal incentives, under the CHIPS and Science Act, to help Microchip onshore its semiconductor supply chain. The move is aimed at securing a reliable domestic supply of MCUs and mature-node chips. “Today’s announcement will help propel semiconductor manufacturing projects in Colorado and O... » read more

Visa Shakeup On Tap To Help Solve Worker Shortage


Governments around the world are racing to train workers to design, manufacture, and package chips, but they are facing a talent shortfall that is expected to continue despite their best efforts — particularly for those engineers capable of designing and producing the most advanced chips. The Semiconductor Industry Association (SIA) predicts a U.S. chip worker shortfall of 67,000 by 2030, ... » read more

Trendspotting: Automotive IC Startup Funding In 2023


Consumers expect a lot from the electronics in their cars. The parts in the safety-critical systems need to be reliable for up to 18 years, able to handle a range of temperatures, voltages, and vibrations — and all the while be fault-tolerant and make zero errors. On top of those basic requirements, automakers trying to appeal to consumers are adding in more features that communicate with the... » read more

Money Pours Into New Fabs And Facilities


Fabs, packaging, test and assembly, and R&D all drew major funding in 2023. Companies poured money into offshore locations, such as India and Malaysia, to access a larger workforce and lower costs, while also partnering with governments to secure domestic supply chains amid ongoing geopolitical turmoil. Looking ahead, artificial intelligence (AI), quantum computing, and data applications... » read more

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