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Commentary / Analysis

• SiFive Empowers AI at Scale with RISC-V Innovation (Monday Dec. 09, 2024)
  Artificial intelligence is increasingly transforming industries, and adopting RISC-V as a flexible and scalable architecture plays a significant role in this shift. Ian Ferguson, senior director at SiFive, shared insights about the pivotal moments driving RISC-V adoption for AI, focusing on the value of flexibility, performance and scalability.
  
  
• Global Semiconductor Sales Increase 22.1% Year-to-Year in October; Annual Sales Projected to Increase 19.0% in 2024 (Friday Dec. 06, 2024)
  SIA today announced global semiconductor sales hit $56.9 billion during the month of October 2024, an increase of 22.1% compared to the October 2023 total of $46.6 billion and 2.8% more than the September 2024 total of $55.3 billion.
  
  
• Advanced Processes and Chinese Policies Drive 3Q24 Global Top 10 Foundry Revenue to Record Highs, Says TrendForce (Thursday Dec. 05, 2024)
  In the third quarter, the total revenue of the world’s top 10 wafer foundries increased by 9.1% QoQ—reaching US$34.9 billion. Part of this growth was attributed to the substantial contributions from the high-priced 3 nm process, breaking the record set during the pandemic.
  
  
• IP players prominent in chiplet's 2024 diary (Thursday Dec. 05, 2024)
  While large semiconductor outfits like AMD and Intel were initially prominent in the chiplets world, IP players are now increasingly visible in showcasing the potential of chiplets. That includes established IP players like Arm and Cadence as well as upstarts such as Alphawave Semi.
  
  
• Now Gelsinger is gone, what is Intel's Plan B? (Wednesday Dec. 04, 2024)
  What is Intel going to do next? Do key decisions have to wait while the company finds a CEO to replace Pat Gelsinger, and where will it find a buyer for Intel Foundry if that is what investors are demanding?
  
  
• Intel CEO's Departure Leaves Top U.S. Chipmaker Adrift (Tuesday Dec. 03, 2024)
  The sudden departure of Pat Gelsinger as the CEO of Intel leaves the struggling U.S. chipmaker adrift, according to analysts who spoke to EE Times.
  
  
• Post-Quantum Cryptography: Moving Forward (Tuesday Dec. 03, 2024)
  To discover some of the challenges ahead, EE Times Europe spoke with Shahram Mossayebi, CEO of Crypto Quantique (London), a quantum-driven cybersecurity company addressing the growing challenges of end-to-end IoT security.
  
  
• Optical Transmission Modulation Methods Advance (Monday Nov. 25, 2024)
  EE Times Europe spoke with Tony Chan Carusone, chief technology officer of Alphawave Semi (London, U.K.), to discover the underlying applications driving bandwidth demand and to find out if PAM4 and coherent modulation techniques are ever likely to converge.
  
  
• TSMC drives A16, 3D process technology (Thursday Nov. 21, 2024)
  TSMC is looking to introduce its A16 1.6nm process by the end of 2026 with an IEEE standard for its 3Dblox technology.
  
  
• Arm's power play will backfire (Wednesday Oct. 30, 2024)
  Arm’s attempts to increase licensing fees for companies like Qualcomm have led to a public dispute, highlighting concerns over future smartphone supply chains.
  
  
• Gartner Forecasts Worldwide Semiconductor Revenue to Grow 14% in 2025 (Monday Oct. 28, 2024)
  Global semiconductor revenue is projected to grow 14% in 2025 to total $717 billion, according to the latest forecast from Gartner, Inc. In 2024, the market is forecast to grow 19% and reach $630 billion.
  
  
• Mature Process Capacity to Grow 6% in 2025; Chinese Foundries Lead Expansion (Thursday Oct. 24, 2024)
  The latest investigations by TrendForce reveal that Chinese foundries are set to drive the bulk of mature process capacity growth in 2025, thanks to China’s domestic IC substitution policies.
  
  
• Arm puts Qualcomm on notice of cancellation of its licence (Thursday Oct. 24, 2024)
  Arm has given one of its biggest customers, Qualcomm, 60 days notice of a cancellation of its architectural licence, reports Bloomberg.
  
  
• Intel-Samsung foundry collaboration (Thursday Oct. 24, 2024)
  Intel’s reported move to discuss cooperation with Samsung in their respective foundry businesses suggests that Intel is not confident it can gain process technology leadership next year.
  
  
• The role of RISC-V in the European Processor Initiative - Interview with Roger Espasa (Friday Oct. 18, 2024)
  The European Processor Initiative aims to bring together research, design and manufacturing of a home-grown European processor
  
  
• 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.