Chip Industry Week in Review

By The SE Staff - 13 Jun, 2025 - Comments: 0

Harvard's "Critical and Emerging Technologies Index" report ranked 25 countries across five sectors — AI, semiconductors, biotech, space and quantum. While the U.S. dominates in all sectors, its lead is at risk. [The semiconductor sector deep-dive starts on page 21 of the 71 page report.] Micron Technology plans to expand its U.S. investments to approximately $150 billion in domestic memor... » read more

Chip Industry Week in Review

By The SE Staff - 06 Jun, 2025 - Comments: 0

Qualcomm announced plans to buy Alphawave Semi for ~$2.4 billion in a deal expected to close in Q1 2026. Qualcomm plans to leverage Alphawave Semi's connectivity products, including chiplets, to develop high-performance, low-power solutions for AI inferencing and customized CPUs in data centers. Qualcomm's traditional targets were mobile phones and edge computing. [Updated 6/9.] Global semic... » read more

Chip Industry Week In Review

By The SE Staff - 28 Mar, 2025 - Comments: 0

McKinsey issued a new report on the state of the chemical supply chain for semiconductors in the U.S., citing potential shortages of high-purity materials such as tungsten, aluminum and copper, lack of access to CMP slurries and photoresists for EUV, and rising competition for high-k precursors that can fetch higher prices outside of the U.S. CSIS weighed in on the U.S. goverment's recent ... » read more

Chip Industry Week In Review

By The SE Staff - 14 Mar, 2025 - Comments: 0

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

Chip Industry Week In Review

By The SE Staff - 07 Feb, 2025 - Comments: 0

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

Chip Industry Week In Review

By The SE Staff - 31 Jan, 2025 - Comments: 0

Chinese startup DeepSeek rattled the tech world and U.S. stock market with claims it spent just $5.6 million on compute power for its AI model compared to its billion-dollar rivals in the U.S. The announcement raised questions about U.S. investment strategies in AI infrastructure and led to an initial $600 billion selloff of NVIDIA stock. Since its launch, DeepSeek reportedly was hit by malicio... » read more

EDA Revenue Hit Record High In Q3

By Ed Sperling - 14 Jan, 2025 - Comments: 0

EDA and IP revenue increased 8.8% in Q3 2024, dragged down from the double-digit growth of recent quarters by a softening in sales to China, according to the most recent report by SEMI. For more than a decade, China's growth propped up the entire tools industry, reporting consistent double-digit growth growth that reached as high as 40% quarter over quarter. But with ongoing trade restrictio... » read more

Chip Industry Week In Review

By The SE Staff - 13 Dec, 2024 - Comments: 0

The 2024 IEEE International Electron Devices Meeting (IEDM) was held this week, prompting a number of announcements from: imec: Proposed a new CFET-based standard cell architecture for the A7 node containing two rows of CFETs with a shared signal routing wall in between, allowing standard cell heights to be reduced from 4 to 3.5T, compared to single-row CFETs. Integrated indium pho... » read more

The Future Of Technology: Generative AI In China

By Eleanor Brash - 05 Dec, 2024 - Comments: 0

China's investment in Gen-AI is projected to surge with an estimated 86% CAGR over the next five years. This growth is driven by a focus on technological self-sufficiency, from applications to chips, and a strong emphasis on locally developed technology. Key areas of development include: AI Chip Development: Addressing the need for powerful AI infrastructure. Dataset Localization: S... » read more

Asia Government Funding Surges

By Liz Allan - 18 Nov, 2024 - Comments: 0

Billions of dollars have been pouring into Asian countries for the past few years in an effort to boost their production capacity, explore leading-edge technology, compete on the global stage, and shore up supply chains in the face of geopolitical turmoil. Each country has its own plan to maintain a foothold in the global market, from China’s Big Fund to Korea’s Yongin Cluster and Japan�... » read more

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