Chip Industry Week in Review


Advanced nodes and capacity The US Commerce Dept. told IC equipment makers to stop shipments to Hua Hong Group, China's No. 2 chipmaker, in order to protect America's lead, according to Reuters. Global AI competition is causing wafer and packaging shortages, but capacity increases are expected to come online later this year and in 2027 to ease the crunch, according to TrendForce. Leadi... » read more

How Long Will CAN Stick Around As Rival Networks Speed Up?


Key Takeaways Automotive Ethernet is rapidly becoming the backbone of software-defined vehicles for higher bandwidth, scalability, and advanced features like TSN and security that legacy protocols cannot match. CAN, LIN, and other legacy networks will not disappear quickly because they are deeply embedded, low‑cost, and proven, but they are increasingly seen as inadequate for future A... » read more

Chip Industry Week In Review


Deals Marvell acquired Polariton Technologies, a Swiss developer of plasmonics-based silicon photonics devices. Onto Innovation is partnering with Rigaku, combining Onto’s analysis software with Rigaku’s CD-SAXS platform for advanced semiconductor process control. Onto also agreed to acquire a 27% stake in Rigaku for about $710M. Tesla plans to use Intel’s 14A process for its T... » read more

Can Edge AI Keep Up?


Key Takeaways: Model development is outpacing silicon design cycles, so edge AI architectures must prioritize adaptability. The required cadence for model updates is highly application-dependent and is closely tied to product lifetime and operational risk. Adaptability can conflict with power, performance, and area targets, so effective heterogeneous architectures and robust softwa... » read more

PCIe 8.0: Enabling The Next Generation Of High Bandwidth Systems


As compute architectures evolve to support increasingly data‑intensive workloads, the role of high‑speed I/O has never been more critical. Artificial intelligence, high‑performance computing, hyperscale infrastructure, and advanced networking all depend on moving massive volumes of data efficiently, reliably, and at scale. The PCI‑SIG’s announcement of PCIe 8.0, which targets 256.0... » read more

DRAM’s Whac‑A‑Mole Security Crisis


Key takeaways: Rowhammer remains a DRAM security threat, while Rowpress has increasingly become a related threat. New commands issued by the memory controller can help manage refreshes, but they’re not a perfect solution. A smaller, vertical DRAM cell may eliminate the problem, but it’s years away. Rowhammer has been a persistent DRAM issue across several memory generati... » read more

Fast Isn’t Fast Enough: Redefining Metrics for Edge AI


Key Takeaways: Edge AI performance is about low latency and power efficiency, not peak TOPS. Memory bandwidth and data movement now limit edge AI more than compute. Successful edge AI requires balanced hardware, software, and fast model updates. Experts At The Table: Today’s chip architect must contend with multiple factors when architecting AI processors for fast and effi... » read more

Chip Industry Week In Review


Deals IBM and Arm are collaborating on a new dual‑architecture hardware aimed at enterprise AI and data-intensive workloads, using virtualization to boost reliability, security, scalability, and software compatibility. The goal, according to an IBM spokesperson, is to deliver side-by-side deployments of S390x-Linux and Arm-Linux virtual machines in a single kernel-based hypervisor. Nv... » read more

Developing A Security Framework For Chiplet-Based Systems


In a previous blog, From Monolithic SoCs to Chiplets: A New Hardware Security Paradigm, we discussed why chiplets change the game from a security perspective, and why security must be addressed at a platform-level in a chiplet-based system. In a monolithic SoC, device identity is often anchored in a single root of trust that owns key material and policy. In a chiplet platform, every security... » read more

Moving Electrons, Not Just Vehicles


Key Takeaways: There are several ways to convert AC power from the grid to DC power in the system. Some degrade the battery faster than others. Battery management systems monitor cell voltage, current, and temperature, helping to estimate state of charge, health, and useful remaining life. A PMIC with a multi-level converter is the most efficient way to get power from the battery to ... » read more

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