EDA/SIP Revenue Up 12.7%; APAC Roars Back


Worldwide EDA, semiconductor IP, and services revenue reached $5.748 billion in Q1 2026, a 12.7% increase compared to the same period in 2025. The key driver continues to be demand for tools used to create AI server chips, with computer-aided engineering up 15.5% to $2.018 billion. There was a noticeable bump in Chinese sales due to a relaxation of export restrictions, rising 31% to $508 mil... » read more

Executive Outlook: Agentic AI’s Impact On Chip Design


Key Takeaways: Agentic AI has the potential to make engineers more productive, speed time to market, and automate some of the drudge work. The big challenge for design and verification engineers is where and whether they trust AI to get everything right, because there is no margin for error in semiconductors. Having humans in the loop will likely be the rule rather than the exception... » read more

PCIe Benefits From AI, Despite Scaling Protocols


Key takeaways: PCIe remains a critical technology for non-AI processing. For AI, PCIe will be strengthened by scale-out, agentic AI, and even some scale-up. CXL is seeing uptake, and some even think it could participate in AI processing. PCIe has been the go-to network for most data traffic moving from a processor to devices located elsewhere, which is also what the new data... » read more

Chip Industry Week In Review


Advanced nodes and packaging AMD announced more than $10B in Taiwan ecosystem investments to scale advanced packaging manufacturing for AI infrastructure. The effort includes EFB-based 2.5D packaging collaborations with ASE and others. AMD also announced the start of its production ramp of its Venice processors on TSMC's 2nm process. Lam Research established a panel-level packaging cen... » read more

Chiplets Need A New Workflow


Key Takeaways: Chiplet design turns semiconductor development into a system-level problem, requiring coordinated workflows across design, packaging, verification, test, and reliability. Successful chiplet workflows must handle multi-physics challenges — especially thermal, mechanical, power, and signal integrity — early enough to reduce costly failures before assembly and tape-out. ... » 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

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


Disruptions caused by the Iran conflict have taken about one third of the global helium supply off the market, an essential gas for semiconductor manufacturing, reports the World Economic Forum. Other potential impacts for the chip industry include bromine and other chemical shortages, logistical disruptions, and higher energy prices incurred by fabs in Asia. Top Deals IBM and Lam R... » read more

Exploring The Latest Innovations In MIPI D-PHY And MIPI C-PHY


By Michael Nagib and Nuno Martins In the ever-evolving landscape of high-performance camera and display technologies, MIPI D-PHY and MIPI C-PHY specifications continue to lead the charge, setting benchmarks for low power, low latency, and high bandwidth data transmission. Building on the insights from our previous article, “Demystifying MIPI C-PHY/D–PHY Subsystem” – we now delve into... » read more

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