tag: business

Playing Into China’s Hands
By Ed Sperling - 13 Jun, 2019 - Comments: 1

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
By David Anderson - 21 Feb, 2019 - Comments: 0

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
By Mark LaPedus - 28 Jan, 2019 - Comments: 1

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
By Ed Sperling - 16 Jan, 2019 - Comments: 0

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
By Ed Sperling - 10 Jan, 2019 - Comments: 0

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
By Christian Dieseldorff - 17 Dec, 2018 - Comments: 0

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
By Ed Sperling - 15 Nov, 2018 - Comments: 0

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
By Michael Stewart - 15 Nov, 2018 - Comments: 0

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

EDA Cloud Adoption Hits Speed Bumps
By Brian Bailey - 25 Oct, 2018 - Comments: 0

If moving semiconductor design to the Cloud was easy and beneficial, everyone would be doing it. But so far, few have done more than dip a toe. The level of difficulty associated with migrating to the Cloud varies, depending upon who you talk to. The reality is that not everyone makes it as easy as it could be, or is not willing to put the necessary effort into making it easier. There is cer... » read more

What Will Intel Do Next?
By Ed Sperling - 27 Sep, 2018 - Comments: 2

The writing is on the wall for big processor makers. Apple, Amazon, Facebook and Google are developing their own processors. In addition, there are more than 30 startups developing various types of AI accelerators, as well as a field of embedded FPGA vendors, a couple of discrete FPGA makers, and a slew of soft processor cores. This certainly hasn't been lost on Intel. As the world's largest... » read more

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