EDA, IP Grow 16.3%


EDA and IP revenue rebounded in Q1, with all geographies reporting increases, according to the ESD Alliance Market Statistics Service. Total revenue increased to 16.3% to $2.606 billion, up from $2.241 billion in the same period in 2018. The global numbers do not reflect the impact of a trade war between the United States and China, which occurred in Q2, but they do point to a significant re... » read more

Top Considerations For Evaluating The Tech In Tech M&A


M&A is high stakes. With thousands of transactions and billions of dollars spent on technology mergers and acquisitions every year, acquirers must protect their investments by conducting due diligence. This white paper discusses: Risks you may encounter in an M&A transaction involving software; How to evaluate these risks using a multifaceted evaluation model; What to look... » read more

Playing Into China’s Hands


The fallout over blacklisting Huawei in particular, and China in general, has set the tone for a nasty global race. But it is almost certain to produce a different result than the proponents of a trade war are expecting. The idea behind tariffs and the blacklisting of Huawei is to starve China of vital technology. So far, the impact has been minimal. Reports from inside of China are equa... » read more

New Model To Advance Industry Roadmaps


Economically, geopolitically and technologically – with visibility for the future unclear – there couldn’t be a better time for the microelectronics industry to take stock of its options. The U.S. government obsesses with whether to build a bigger wall. The trade war continues to have significant impact across the globe, straining U.S./China relationships to the point of saber rattling... » read more

China’s Foundry Biz Takes Big Leap Forward


China continues to advance its foundry industry with huge investments in new fabs and technology, despite trade tensions and a slowdown in the IC market. China has the most fab projects in the world, with 30 new facilities or lines in construction or on the drawing board, according to data from SEMI’s World Fab Forecast Report. Of those, 13 fabs are targeted for the foundry market, accordi... » read more

AI’s Growing Impact On Chip Design


Synopsys chairman and co-CEO Aart de Geus sat down with Semiconductor Engineering to talk about the rapid infusion of AI into electronics, how that is changing chip design and the software that runs on those chips. What follows are excerpts of that conversation. SE: We're dealing with a bunch of new markets, more customized design, and AI seems to be creeping into everything. How does this i... » read more

Data Vs. Physics


The surge of data from nearly ubiquitous arrays of sensors is changing the dynamics of where and how that data is processed. There is simply too much data to send everything to a centralized processing facility in the cloud, and even 5G won't provide enough bandwidth to handle all of this data. This has big implications on a much broader scale. Data is valuable. And while clean data is more ... » read more

Mixed Outlook For Fab Equipment


As 2018 dawned, the semiconductor industry appeared to be poised for a rare fourth consecutive year of equipment investment growth. That rosy outlook is about to change as clouds gather in what until now has been the sunny sky. The latest edition of the World Fab Forecast Report, published by SEMI in December 2018, reveals a downward revision of total fab equipment spending growth for 2018 ... » read more

2 Big Shifts, Lots Of Questions


The proliferation of AI everywhere, and ongoing efforts by big systems companies to develop their own chips, could have a profound effect on semiconductor manufacturing for years to come. AI is a multi-faceted topic, but what makes this particularly interesting from a semiconductor standpoint is the architecture of AI-specific chips. So far, most of these chips have been developed for data c... » read more

A VC View Of The AI Landscape


In this blog post, I’ll highlight my takeaways from the recent AI Hardware Summit where I participated as a panelist. The conference’s focus on developing hardware accelerators for neural networks and computer vision attracted companies from across the ecosystem – AI chip startups, semiconductor companies, system vendors/OEMs, data center providers, financial services companies and VCs,... » read more

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