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


ASML and imec signed a five-year strategic partnership to advance semiconductor innovation and sustainable technology. The collaboration will leverage ASML’s full product portfolio, including high-NA EUV, DUV immersion, and advanced metrology tools, within imec’s pilot line for sub-2nm R&D. Supported by EU and national funding, it will also drive research in silicon photonics, memory, a... » read more

ADAS Adds Complexity To Automotive Sensor Fusion


Sensor fusion is becoming increasingly popular and more complex in automotive designs, integrating multiple types of sensors into a single chip or package and intelligently routing data to wherever it is needed. The primary goal is to bring together information from cameras, radar, lidar, and other sensors in order to provide a detailed view of what's happening inside and outside of a vehicl... » read more

Chip Industry Week In Review


Worldwide silicon wafer shipments declined nearly 2.7% to 12,266 million square inches in 2024, with wafer revenue contracting 6.5% to $11.5 billion, according to the SEMI Silicon Manufacturers Group. CSIS released a new report, “Critical Minerals and the Future of the U.S. Economy,” with detailed analysis and policy recommendations for building a secure mineral supply chain for semicond... » read more

Chip Industry Week In Review


The chip industry is well on its way to hit $1 trillion in revenue by the end of its decade. Several analyst firms released 2024 annual results and 2025 predictions: Worldwide semiconductor revenue reached $626 billion in 2024, an 18% increase versus 2023, according to preliminary Gartner report. Memory revenue grew about 70%  2024 versus 2023. The firm forecasts that HBM will make up 19%... » read more

Automotive Outlook 2025: Ecosystem Pivots Around SDV


The automotive industry is deep in the throes of a massive shift to software-defined vehicle architectures, a multi-year effort that will change the way automotive chips are designed, where they are used, and how they are sourced. Creating a new vehicle architecture is no small feat. OEMs need to figure out who to partner with and which aspects of their current architecture to include. This ... » read more

Automotive OEMs Face Multiple Technology Adoption Challenges


Experts At The Table: The automotive ecosystem is in the midst of significant change. OEMs and tiered providers are grappling with how to deal with legacy technology while incorporating ever-increasing levels of autonomy, electrification, and software-defined vehicle concepts, just to name a few. Semiconductor Engineering sat down to discuss these and other related issues with Wayne Lyons, seni... » read more

Global IC Fabs And Facilities Report: 2024


The chip industry made significant capital investments this year to build new fabs and facilities or expand existing premises. A number of sites were dedicated to SiC, GaN, DRAM, HBM, along with packaging and assembly by OSATs, and essential gases, chemicals, and other components. More than a dozen R&D centers were also established for 8-inch wafers, EUV, and advanced packaging. Investments... » read more

Chip Industry Week In Review


Global semiconductor sales hit $57.8 billion in November 2024, an increase of 20.7% compared to the same month last year, according to the Semiconductor Industry Association. In U.S. government news: The U.S. Department of Commerce finalized up to $325 million in CHIPS Act funding for Hemlock Semiconductor, which will support construction of a new semiconductor-grade polysilicon manufac... » read more

Auto Ecosystem Begins Shift To Software-First


Experts at the Table: The automotive ecosystem is in the midst of an intense evolution as OEMs and tiered providers grapple with how to deal with legacy technology while incorporating ever-increasing levels of autonomy, electrification, and software-defined vehicle concepts. Semiconductor Engineering sat down to discuss these and other related issues with Wayne Lyons, senior director for the au... » read more

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