category: Business

category: IoT, Security & Automotive

Chip Industry Week In Review
By The SE Staff - 15 Sep, 2023 - Comments: 0

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

Startup Funding: August 2023
By Jesse Allen - 13 Sep, 2023 - Comments: 0

August startup funding continued to follow the trends that put AI and autonomous driving at the top of funding. One of August's largest rounds went to a company designing AI processor IP that can scale from the edge to the cloud. Plus, three battery manufacturers brought in one billion dollars or more. This report covers 37 companies that collectively raised $4.2 billion in August 2023. [... » read more

Chip Industry Week In Review
By The SE Staff - 08 Sep, 2023 - Comments: 0

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

The Threat Of Supply Chain Insecurity
By Ann Mutschler - 07 Sep, 2023 - Comments: 3

Concerns about counterfeit chips are growing as more chips are deployed in safety- and mission-critical applications, prompting better traceability and new and inexpensive solutions that can determine if chips are new or used. But some counterfeit chips still slip through, and the problem gets worse wherever there are shortages. Estimates vary widely for how much counterfeiting costs in term... » read more

Week In Review: Auto, Security, Pervasive Computing
By Liz Allan - 01 Sep, 2023 - Comments: 0

The U.S. Department of Energy (DOE) announced $15.5 billion in funding and loans for retooling existing automotive factories for the transition to electric vehicles (EVs) and supporting local jobs, plus a notice of intent for $3.5 billion in funding to expand domestic manufacturing of batteries for EVs and the nation’s grid, and for battery materials and components that are currently imported... » read more

Week In Review: Design, Low Power
By Susan Rambo - 01 Sep, 2023 - Comments: 0

Design & IP Arm launched the Neoverse Compute Subsystems (CSS), pre-integrated and validated configurations of Arm Neoverse platform IP, at this week's Hot Chips conference. CSS helps streamline SoC designs for data centers and is optimized for an advanced 5nm process. The first generation of CSS (Neoverse CSS N2) is based on Arm’s Neoverse N2 platform. Core count is configurable (24 to ... » read more

Week In Review: Manufacturing, Test
By Gregory Haley - 01 Sep, 2023 - Comments: 0

Bosch completed its acquisition of TSI Semiconductors to expand its SiC chips business, reports Reuters. In April, Bosch announced plans to invest $1.5 billion in the Roseville, California, foundry to convert TSI’s manufacturing facilities into state-of-the-art processes, with the first SiC chips due out in 2026. Bosch CEO Stefan Hartung said the full expansion "depends on the support of the... » read more

Automotive Complexity, Supply Chain Strength Demands Tech Collaboration
By Ann Mutschler - 30 Aug, 2023 - Comments: 1

The automotive supply chain is becoming more complex and collaborative, changing longstanding relationships between automakers and their suppliers in ways that would have seemed unimaginable even a couple of years ago. Rather than just developing parts for a tightly defined specification, suppliers are taking an increasingly active role in determining how various technologies are combined, w... » read more

Week In Review: Design, Low Power
By Linda Christensen - 25 Aug, 2023 - Comments: 0

Arm filed its registration statement for a highly anticipated IPO. Chip industry heavyweights Apple, Samsung, NVIDIA, and Intel are all expected to invest. Find the SEC filing here. Taiwan’s National Science and Technology Council (NSTC) laid out a 10-year initiative to bolster its IC design market share to 40% worldwide by 2033, with the first year’s budget of US $376 million. The sh... » read more

Week In Review: Auto, Security, Pervasive Computing
By Liz Allan - 25 Aug, 2023 - Comments: 0

The AI chip market is booming. Gartner expects revenue for the year will hit $53.4 billion, up 20.9% from 2022. The firm predicts that number will grow to $119 billion by 2027.  In the consumer electronics market, the value of AI-enabled application processors will amount to $1.2 billion in 2023, up from $558 million in 2022. Germany will spend nearly €1 billion (~US$1.7B) over the next t... » read more

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