Photonics Speeds Up Data Center AI


Photonics is playing an increasingly vital role in the acceleration of AI within data centers. The global market for optical components is already substantial, accounting for $17 billion in revenue last year. Historically, telecommunications — such as undersea cables and fiber-to-the-home — dominated demand. However, the datacom sector, especially AI-driven data centers, now accounts for... » read more

Chip Industry Week In Review


[Podcast version is here.] TSMC said it will produce 30% of its leading-edge chips in Arizona when all six of its fabs are operational, a total investment of $165 billion, Axios reported. In its latest SEC filing, the foundry said it continues to add capacity in Taiwan, Arizona, Japan, and Germany. The Trump administration launched a Section 232 investigation into semiconductors and relat... » read more

Chip Industry Week In Review


The new Trump administration was quick to put a different stamp on the tech world: President Trump rescinded a long list of Biden’s executive orders, including those aimed at AI safety and the mandate for 50% EVs by 2030. Roughly 1.3 million EVs were sold in the U.S. in 2024, up 7.3% from 2023. The new administration announced $500 billion ($100 billion initially) in private sector in... » read more

Chip Industry Week In Review


Amkor will provide turnkey advanced packaging and test services to TSMC in Amkor's planned facility in Peoria, Arizona, in a deal announced on Thursday. The companies jointly specified the packaging technologies, such as TSMC’s Integrated Fan-Out (InFO) and Chip on Wafer on Substrate (CoWoS). President Biden signed into law a bill that exempts some semiconductor projects funded by the U.S.... » read more

Chip Industry Week In Review


Global spending on 300mm fab equipment is expected to reach a record US$400 billion from 2025 to 2027, according to SEMI. Key drivers are the regionalization of semiconductor fabs and the increasing demand for AI chips in data centers and edge devices, with China, South Korea, and Taiwan leading the way. The Biden-Harris Administration launched the National Semiconductor Technology Center’... » read more

Building Smarter, Better Fabs


Battling labor shortages, faster ramp rates, and data overload, the process of designing and building greenfield fabs requires a combination of tech tools, failing earlier approaches and superior planning from day one. The complexity and scale of semiconductor fabs is skyrocketing as is the capital cost. Chipmakers are looking to ramp multibillion dollar fabs faster despite the hurdles of la... » read more

Week In Review: Design, Low Power


Renesas will acquire Panthronics, a fabless semiconductor company specializing in high-performance wireless products, expanding its reach into near-field communications for financial, IoT, asset tracking, wireless charging, and automotive applications. The two companies already had collaborated on designs for mobile point-of-sale terminals, wireless charging, and smart metering. Renesas also... » read more

Improving Concurrent Chip Design, Manufacturing, And Test Flows


Semiconductor design, manufacturing, and test are becoming much more tightly integrated as the chip industry seeks to optimize designs using fewer engineers, setting the stage for greater efficiencies and potentially lower chip costs without just relying on economies of scale. The glue between these various processes is data, and the chip industry is working to weave together various steps t... » read more

Week In Review: Design, Low Power


Tools & IP Synopsys unveiled a new neural processing unit (NPU) IP and toolchain. DesignWare ARC NPX6 NPU IP scales from 4K to 96K MACs with power efficiency of 30 TOPS/Watt. A single instance offers 250 TOPS at 1.3 GHz on 5nm processes in worst-case conditions, or up to 440 TOPS by using new sparsity features, which can increase the performance and decrease energy demands of executing a n... » read more

Week In Review: Auto, Security, Pervasive Computing


Pervasive computing — Data centers, cloud, 5G, edge In a move to improve data collection for IC manufacturing, PDF Solutions entered a definitive agreement to acquire Cimetrix Incorporated. Cimetrix makes connectivity products for smart manufacturing, which PDF Solutions will use in its Exensio product to facilitate moving IC manufacturing data from the factory floor to cloud-based analytics... » read more

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