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Commentary / Analysis

• September foundry sales: a tale of differing fortunes (Monday Oct. 14, 2024)
  Strong demand for foundry TSMC’s leading-edge wafer processing continued in September allowing the company to beat the sales guidance it gave for 3Q24 back in July.
  
  
• Exclusive Interview: Antti Rauhala Discusses CoreHW's CHW3021 Radio Front-End IC (Monday Oct. 14, 2024)
  In this interview, Antti Rauhala, Vice President of Engineering at CoreHW, sheds light on CHW3021, an innovative radio front-end integrated circuit (IC). He delves into its advanced features, potential applications, and how it enhances wireless performance, energy efficiency, and cost-effectiveness across various demanding environments.
  
  
• Intel, TSMC to detail 2nm processes at IEDM (Thursday Oct. 10, 2024)
  Intel’s attempts to get back to the leading-edge in chipmaking and foundry TSMC’s steps defining that leading-edge will be on show at this year’s International Electron Devices Meeting (IEDM) coming up in December, in San Francisco.
  
  
• Electronic System Design Industry Posts $4.7 Billion in Revenue in Q2 2024, ESD Alliance Reports (Monday Oct. 07, 2024)
  Electronic System Design (ESD) industry revenue increased 18.2% to $4,685.5 million in the second quarter of 2024 from the $3,962.7 million registered in the second quarter of 2023.
  
  
• NVMe Updates Expand Discoverability, Security (Monday Oct. 07, 2024)
  The NVMe specifications continue to expand to reflect modern computing environments while maintaining backwards compatibility and security.
  
  
• Boosting Efficiency and Reducing Costs: Silvaco's Approach to Semiconductor Fabrication (Monday Oct. 07, 2024)
  Silvaco is advancing the electronics industry with its most recent technological innovations. Leveraging its understanding of semiconductor technologies, the business has created the artificial intelligence-based Fab Technology Co-optimization (FTCO) solution by combining data analytics and machine learning.
  
  
• Global Semiconductor Sales Increase 20.6% Year-to-Year in August (Monday Oct. 07, 2024)
  Sales hit highest-ever recorded numbers for the month of August; worldwide chip sales increase 3.5% month-to-month
  
  
• Paul Williamson on Edge AI, Llama 3.2 on Arm (Monday Sep. 30, 2024)
  EE Times caught up with Paul Williamson, senior VP and general manager of the IoT business for Arm, for an exclusive virtual interview after his keynote talk at the Edge Impulse Imagine conference in Mountain View, Calif., this week.
  
  
• Global Semiconductor Industry Plans to Invest $400 Billion in 300mm Fab Equipment Over Next Three Years, SEMI Reports (Monday Sep. 30, 2024)
  Worldwide, 300mm fab equipment spending is projected to grow by 4% to US$99.3 billion in 2024, and further increase by 24% to US$123.2 billion in 2025, surpassing the US$100 billion level for the first time. Spending is forecast to experience 11% growth to US$136.2 billion in 2026 followed by a 3% increase to US$140.8 billion in 2027.
  
  
• VyperCore plans 5nm RISC-V server chip and card (Monday Sep. 23, 2024)
  VyperCore in Bristol is aiming to design and sell a 5nm chip and card for the server market to accelerate existing software.
  
  
• SMIC cuts capex and R&D (Monday Sep. 09, 2024)
  China’s leading foundry, SMIC, has been cutting capex and R&D despite soaring imports of chip manufacturing equipment into China.
  
  
• Q2 2024 Global Semiconductor Equipment Billings Increased 4% Year-Over-Year, SEMI Reports (Thursday Sep. 05, 2024)
  Global semiconductor equipment billings increased 4% year-over-year to US$26.8 billion in the second quarter of 2024, while quarter-over-quarter billings edged up 1% during the same period
  
  
• Global Semiconductor Sales Increase 18.7% Year-to-Year in July (Wednesday Sep. 04, 2024)
  Sales into the Americas jump 40.1% year-to-year to lead all markets; worldwide chip sales increase 2.7% month-to-month
  
  
• Intel considers foundry split, fab cancellations (Monday Sep. 02, 2024)
  Intel is considering its strategic options around its manufacturing unit known as Intel Foundry, according to a Bloomberg report that cited unnamed sources.
  
  
• Urgent Orders Boost Wafer Foundry Utilization in Q2; Global Top 10 Foundry Revenue Grows 9.6% while VIS Climbs Two Spots, Says TrendForce (Monday Sep. 02, 2024)
  TrendForce’s latest investigations have found that the arrival of China’s 618 mid-year shopping season as well as inventory levels of consumer electronics reaching healthier levels, have prompted customers to begin restocking components, resulting in urgent orders for wafer foundries.
  
  
• DeepX Hints At Next-Gen AI Chips (Monday Sep. 02, 2024)
  DeepX demonstrated its two first-generation chips, which are aimed at different markets, at the Embedded Vision Summit, and gave EE Times some hints on its next-generation chip for AI on-device and in autonomous robots.
  
  
• Senior Intel CPU architects splinter to develop RISC-V processors - veterans establish AheadComputing (Thursday Aug. 29, 2024)
  While Intel is busy laying off thousands of employees some of its most experienced CPU architects, with a combined 80+ years at the firm, have left to form a RISC-V startup.
  
  
• Lip-Bu Tan quit Intel board after "differences" with CEO, says Reuters (Thursday Aug. 29, 2024)
  Respected semiconductor executive and investor Lip-Bu Tan has resigned from the board of struggling chip company Intel after differences with CEO Pat Gelsinger over the company’s revival plan, according to Reuters.
  
  
• Global Semiconductor Manufacturing Industry Strengthens in Q2 2024, SEMI Reports (Monday Aug. 19, 2024)
  The global semiconductor manufacturing industry in the second quarter of 2024 continued to show signs of improvement with significant growth of IC sales, stabilizing capital expenditure, and an increase in installed wafer fab capacity
  
  
• Intel 18A Advanced Packaging is Key to Tech Leadership (Monday Aug. 19, 2024)
  Earlier this month, Intel announced that its lead internal products on the Intel 18A process came out of the fab and have powered-on and booted their operating systems. The company indicated its first external customer for 18A will tape out in the first half of next year.
  
  
• Intel sells Arm shares (Monday Aug. 19, 2024)
  Intel has sold its 1.18 million Arm share stake for around $145 million as it looks to cut costs and shore up its finances.
  
  
• CEO interview: Coby Hanoch, Weebit Nano on ReRAM for AI (Wednesday Aug. 14, 2024)
  Embedded chip developers are facing a major challenge. Non-volatile flash memory no longer scales below 28nm, and there is no established alternative. For many years, this didn’t matter.
  
  
• Global Semiconductor Sales Increase 18.3% in Q2 2024 Compared to Q2 2023; Quarter-to-Quarter Sales Up 6.5% (Monday Aug. 05, 2024)
  Sales in June 2024 were $50.0 billion, an increase of 1.7% compared to the May 2024 total of $49.1 billion.
  
  
• Worldwide Silicon Wafer Shipments Increase 7% in Q2 2024, SEMI Reports (Monday Aug. 05, 2024)
  Worldwide silicon wafer shipments increased 7.1% quarter-over-quarter to 3,035 million square inches (MSI) in the second quarter of 2024 but saw an 8.9% decline from the 3,331 million square inches recorded during the same quarter last year
  
  
• Arm's calendar Q2 revenues up 39% y-o-y (Thursday Aug. 01, 2024)
  Arm’s calendar Q2 (fiscal Q1) revenue rose 39% to $939 million. For the full fiscal year to the end of March 2025 the company expects revenue of $3.95 billion.
  
  
• Release of Post-Quantum Cryptographic Standards Is Imminent (Monday Jul. 29, 2024)
  EE Times Europe caught up with Joppe Bos, a cryptographic researcher at NXP Semiconductors and co-author of one of the selected algorithms, to learn the current status of the standardization process.
  
  
• U.S.-China Tech War Likely to Escalate, Analysts Say (Monday Jul. 22, 2024)
  The U.S.-China tech war is likely to escalate in this U.S. presidential election year and afterward, according to analysts interviewed by EE Times.
  
  
• China's EDA startup X-Epic forced to lay off staff, says report (Monday Jul. 22, 2024)
  Chinese EDA software startup X-Epic Ltd. (Nanjing, China) is cutting up to half its staff according to the South China Morning Post, quoting unnamed sources.
  
  
• Samsung Slows Opening of Texas Fab Despite CHIPS Stimulus (Friday Jul. 19, 2024)
  Samsung has slowed the ramp of its new fab in Taylor, Texas, despite the Department of Commerce (DoC) conditionally awarding the company a $6.6 billion stimulus package under the CHIPS Act.
  
  
• RISC-V Shows Ambitious Prospects in Europe (Friday Jul. 19, 2024)
  The European tech landscape is witnessing a notable evolution with the growing embrace of RISC-V, the open-source instruction set architecture.