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