Chip Industry Week in Review


Global The U.S. created a licensing path for Nvidia H200 shipments in January and has since approved sales to 10 Chinese companies, but so far no shipments have been confirmed, reports Reuters. With a looming end-of-year expiration, SIA, SEMI, and other business groups are urging Congress to extend the US semiconductor tax credit and expand it to cover semiconductor design and other act... » read more

Startup Funding: Q4 2025


The promise of AI dominated the last quarter of 2025. Investors were eager to claim stakes in both brand-new startups and more established companies developing AI-specific hardware, primarily for data centers, with over $1 billion alone flowing into the sector. The largest round of the quarter went to a new entrant aiming to fundamentally change how AI compute is performed, while two in-memory ... » read more

Chip Industry Week In Review


China's Hefei Lumiverse Technology reportedly has developed a desktop-sized High Harmonic Generation light source that generates wavelengths as small as 1nm. One customer already has used it to produce 14nm chips, which was the original target node for EUV, according to one report. As a point of comparison, TSMC and Samsung didn't start using EUV until the 7nm node, relying instead on immersion... » read more

Chip Industry Week in Review


Samsung reportedly is hiking memory chip prices by 30% to 60% due to high demand from AI data centers and constrained supplies. Those shortages are causing ripples elsewhere. SMIC, China's largest foundry, said its customers are holding back orders for other types of semiconductor due to concerns about memory supplies. Meanwhile, interest in photonics and power semiconductors is picking up, ... » read more

Startup Funding: September 2023


Chip-to-chip and data center I/O drew investor interest in September, including support for several startups developing Compute Express Link (CXL) solutions. Elsewhere in the data center, several large rounds went to companies developing AI accelerators. And at the edge, startups are building unique ways to handle AI at very little power by initially processing data directly at the sensor. O... » read more

Chip Industry Week In Review


By Liz Allan, Jesse Allen, and Karen Heyman Global semiconductor equipment billings dipped 2% year-over-year to US$25.8 billion in Q2, and slipped 4% compared with Q1, according to SEMI. Similarly, the top 10 semiconductor foundries reported a 1.1% quarterly-over-quarter revenue decline in Q2. A rebound is anticipated in Q3, according to TrendForce. Synopsys extended its AI-driven EDA ... » read more

Chiplets: Deep Dive Into Designing, Manufacturing, And Testing


Chiplets are a disruptive technology. They change the way chips are designed, manufactured, tested, packaged, as well as the underlying business relationships and fundamentals. But they also open the door to vast new opportunities for existing chipmakers and startups to create highly customized components and systems for specific use cases and market segments. This LEGO-like approach sounds ... » read more

AI ASICs Will Become Increasingly Application-Specific


Back in 2017, I blogged about AI ASICs being not exactly ASICs. One of the primary reasons for not calling AI acceleration chips ASIC is because historically ASIC or Application Specific Integrated Circuit has referred to a fixed hardware block with limited programmability. AI ASICs on the other hand offer significant programming via frameworks such as Tensorflow and the point was that they are... » read more

Startup Funding: April 2022


Silicon photonics holds the potential to vastly increase bandwidth in chips and systems while reducing power use — and investors are taking note. In April, one of the largest funding rounds went to a startup developing chip-to-chip optical I/O. But that wasn't all. Photonics funding showed up in AI with a photonic Tensor core, in room-temperature quantum computing, and, of course, in lidar an... » read more