Betting On Hydrogen-Powered Cars


The automotive industry is taking another look at hydrogen fuel cells, but how they ultimately fare depends on a combination of consumer demand, automaker investment and infrastructure build-out. Hydrogen fuel cell technology has been steadily advancing over the past six decades since the first practical fuel cell system was demonstrated by Cambridge engineering professor Francis Bacon. The ... » read more

A New Playbook For The AI Era


It’s Q4 in Silicon Valley, which means that most tech enterprises are in strategic planning mode, taking stock of where they are today and charting a course for where they want to be over the next few years. This year’s Q4 planning cycle needs to be a little different: the opportunities before us are an order of magnitude larger. So are the challenges. To get to where we need to be, our�... » read more

Disaggregation Of The SoC


The rise of edge computing could do to the cloud what the PC did to the minicomputer and the mainframe. In the end, all of those co-existed (despite the fact that the minicomputer morphed into commodity servers from companies like Dell and HP). What's different this time around is that the computing done inside of those boxes is moving. It is being distributed in ways never considered feasi... » read more

Less Food, More Thought


A trillion "things" are expected to be connected to the Internet sometime in the next decade. No matter how power-efficient these things are, they probably will require enough coin-sized lithium batteries to drain the world's supply of element No. 3 on the Periodic Table. They also will increase the demand for power everywhere, and that's even before tacking on electric vehicles, the edge, robo... » read more

Adjusting The Finish Line In Auto Electronics


There are two big hurdles in automotive electronics. One is developing autonomous vehicles, and the other is the electrification of those vehicles. In both cases, the development time may be a lot longer and more costly than anyone expected, and the impact may be much more far-reaching than the initial effort would suggest. For automakers, the key question in all of this is how they will dif... » read more

Survival Of The Cheapest?


We all want the best solution to win, but that rarely happens. History is littered with products that were superior to the alternatives and yet lost out to a lessor rival. I am sure several examples are going through your mind without me having to list them. It is normally the first to volume that wins, often accelerated by copious amounts of marketing dollar to help push it against headwinds. ... » read more

Early 2020 Looks Promising For Semi Industry


Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth peaked in 2018 and then declined and was still falling in the second quarter of this year (Chart 2). Seasonality and currency exchange related ele... » read more

EDA Revenue Up 6.6% For Q2


Highlighted by double digit growth in semiconductor IP and the Asia/Pacific region, EDA industry revenue increased 6.6% for Q2 2019 to $2,472.1 million, compared to $2,318.5 million in Q2 2018, according to the ESD Alliance Market Statistics Service. The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, increased by 6%, which represented a... » read more

The Critical But Less Obvious Risks In AI


AI has been the subject of intense debate since it was first introduced back in the mid-1950s, but the real threat is a lot more mundane and potentially even more serious than the fear-inducing picture painted by its critics. Replacing jobs with technology has been a controversial subject for more than a century. AI is a relative newcomer in that debate. While the term "artificial intelligen... » read more

The Hidden Potential Of Test Engineers


Design engineers are seen as the cornerstone of new projects in many semiconductor companies, working away with the team to design the next product and making sure it meets all specifications. We pay little thought to the test engineer, who works in the shadows designing algorithms, hardware and software that could pass or fail each die. The test engineer is the last line of defense between... » read more

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