Winners And Losers At The Edge


The edge is a vast collection of niches tied to narrow vertical markets, and it is likely to stay that way for years to come. This is both good and bad for semiconductor companies, depending upon where they sit in the ecosystem and their ability to adapt to a constantly shifting landscape. Some segments will see continued or new growth, including EDA, manufacturing equipment, IP, security an... » read more

Week In Review: Manufacturing, Test


Fab tools and test KLA has announced the formation of a new business group for its Electronics, Packaging and Components (EPC) businesses. The new EPC group includes the ICOS, Orbotech and the SPTS Technologies organizations. The group will be headed by Oreste Donzella, KLA’s executive vice president. In 2018, KLA acquired Orbotech for $3.4 billion, a deal that included two organizations-... » read more

Lane Departure Warnings For The Auto Industry


The automotive chip market is undergoing a series of subtle but significant shifts behind the scenes that could have major implications for the global automotive supply chain. After a few years of racing toward autonomous vehicles and setting in motion a frenzy of activity, some of the big auto makers have begun taking the design of key functions such as centralized logic in-house. There... » read more

More Data, More Problems In Automotive


The race toward increasing levels of autonomy is being hampered by competitive concerns over sharing data across the automotive supply chain. Pushing past the initial ADAS levels into full autonomy is expected to take more than a decade, but the infrastructure for those systems, and making sure all assisted and autonomous vehicles work with other vehicles, is under development today. Still, ... » read more

Auto Industry Shifts Gears On Where Data Gets Processed


In-vehicle processing is becoming a major challenge in automotive electronics due to the massive amount of data being generated by sensors — especially cameras — and the rapid response time required to avoid accidents. The initial idea that all data could be sent to the cloud for processing has been shelved, most likely permanently. In its place is a growing recognition that data needs t... » read more

Can Germany’s Auto Industry Keep Pace?


Germany's strength for the past half-century has been its automotive industry. The big question now is whether that also will become its biggest vulnerability. Challenged on all fronts by fundamental shifts in automotive technology, the German auto industry is struggling to transform itself from precision metal bending to advanced electronics, and so far its future in the face of competitors... » read more

The Week In Review: Semiconductors


The tech-centric NASDAQ index this week broke 9,000, which was a first. Key to the latest run-up were reports of a breakthrough on the trade war with China and continued low interest rates. Chuck Peddle, who helped democratize computing and fuel Moore's Law with his $25 processor chip, passed away last week. Peddle designed the MOS Technology 6502, which was the basis for the KIM-1 single-bo... » read more

5 Major Shifts In Automotive


Much of the automotive industry has begun repositioning and retrenching over the past few months, pushing back the projected rollout for fully autonomous vehicles and changing direction on power sources and technology used in the next-generation of electric vehicles. Taken together, these shifts mark a significant departure for traditional automakers, which find themselves playing catch-up t... » read more

Week In Review: Manufacturing, Test


Market research Smartphone shipments in China stood at 98.9 million units in the third quarter of 2019, down 3.6% year-on-year, according to IDC. Of that, 5G phone shipments in China have grown from virtually zero not long ago to 485,000 units in the third quarter of 2019, according to IDC. Vendors shipped devices amid the launch of commercial 5G services in October. The early smartphone le... » read more

Week in Review: IoT, Security, Automotive


Connectivity, 5G Rambus has revealed a PCI Express 5.0 interface on advanced 7nm finFET process node for heterogenous computing aimed at performance-intensive uses, such as AI, data center, HPC, storage and 400GbE networking. With a PHY and a digital controller core recently acquired Northwest Logic, the interface has 32 GT/s (gigatransfers per second) bandwidth per lane with 128 GB/s bandwidt... » read more

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