Startup Funding: Q1 2026


The new year started off with a bang for private semiconductor companies, with 18 garnering mega funding rounds exceeding $100 million, and two, Rapidus and Cerebras, reaching the $1 billion mark. Predictably, the vast majority of those are either designing chips primarily for AI inference workloads or attempting to overcome bandwidth limitations by improving interconnects from the chip level t... » read more

Chip Industry Week in Review


Samsung and SK hynix joined OpenAI's Stargate initiative to ensure there will be enough memory chips to meet the needs of AI data centers. The goal is to produce up to 900,000 DRAM wafer starts per month. OpenAI also inked agreements to explore the development of next-gen data centers in Korea. Axcelis Technologies (ion implantation systems) will merge with Veeco Instruments (compound semic... » read more

GPU Or ASIC For LLM Scale-Up?


The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

Chip Industry Week In Review


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

Week In Review: Manufacturing, Test


Chipmakers, OEMs TSMC reported sales of $15.736 billion for the fourth quarter of 2021, up 5.7% sequentially. Net income grew 6.4% quarter-over-quarter. In the fourth quarter, shipments of 5nm accounted for 23% of total wafer revenues, while 7nm accounted for 27%. In the first quarter of 2022, TSMC’s sales are expected to be between $16.6 billion to $17.2 billion. TSMC also expects its 20... » read more

Pushing The Envelope With HBM2E Memory


In September, Rambus announced the achievement of reaching 4 gigabits per second (Gbps) operation with our HBM2E memory interface. This milestone was demonstrated in silicon and required mastering substantial signal integrity and power integrity (SI/PI) challenges. The 4 Gbps mark represents a 20% rise from the previous maximum data rate of 3.2 Gbps for HBM2E. To date, the industry’s faste... » read more

Week In Review: Design, Low Power


Silvaco acquired the assets of Coupling Wave Solutions (CWS), including IP, patents, and analysis technologies. CWS provides tools for system-level interference analysis of complex SoCs that integrate analog, RF, and digital blocks. Silvaco said that the acquisition expands the company’s portfolio to address RF SOI (Silicon on Insulator) substrate analysis to accurately model and simulate noi... » read more

Week In Review: Auto, Security, Pervasive Computing


Synopsys announced an electronic and photonic co-design platform for photonic integrated circuit (PIC) design, layout implementation, and verification. The OptoCompiler provides schematic-driven layout and advanced photonic layout synthesis in the same platform. AI Rambus says it clocked 4.0 Gbps on its HBM2E memory interface (PHY and controller), which is a desirable speed for AI/ML traini... » read more

Optimizing Power For Learning At The Edge


Learning on the edge is seen as one of the Holy Grails of machine learning, but today even the cloud is struggling to get computation done using reasonable amounts of power. Power is the great enabler—or limiter—of the technology, and the industry is beginning to respond. "Power is like an inverse pyramid problem," says Johannes Stahl, senior director of product marketing at Synopsys. "T... » read more

Target: 50% Reduction In Memory Power


Memory consumes about 50% or more of the area and about 50% of the power of an SoC, and those percentages are likely to increase. The problem is that static random access memory (SRAM) has not scaled in accordance with Moore's Law, and that will not change. In addition, with many devices not chasing the latest node and with power becoming an increasing concern, the industry must find ways to... » read more

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