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Commentary / Analysis

• Samsung Readies Gate-All-Around Ramp (Monday Jan. 31, 2022)
  Samsung Electronics said it’s on track in the second half of this year to launch the world’s first commercial production of chips based on its gate-all-around (GAA) process.
  
  
• Report: Nvidia prepares to abandon Arm deal (Wednesday Jan. 26, 2022)
  Nvidia Corp. has told partners it does not expect its proposed purchase of Arm Ltd. from SoftBank Group to be completed, according to a Bloomberg report that cited unnamed sources.
  
  
• North American Semiconductor Equipment Industry Posts December 2021 Billings (Tuesday Jan. 25, 2022)
  The billings figure is 0.5% lower than final November 2021 billings of $3.93 billion and 46.1% higher than December 2020 billings of $2.68 billion.
  
  
• The Real Reason Behind the Automotive Industry IC Shortage - A Step-Function Surge in Demand! (Tuesday Jan. 25, 2022)
  In IC Insights’ opinion, the real reason behind the automotive IC shortage lies in the surge in demand for automotive ICs in 2021 and not from the semiconductor suppliers’ inability to ramp up production. In fact, device suppliers shipped 30% more IC units to the automotive industry in 2021 as compared to 2020.
  
  
• Forecasters Foresee a $600B Chip Industry (Monday Jan. 24, 2022)
  This just in: Semiconductors have been elevated to the status of food, power and transportation, according to a growing number of chip industry forecasts that at last deem chips to be a “essential” industry.
  
  
• AI expands HBM footprint (Monday Jan. 24, 2022)
  High bandwidth memory (HBM) is becoming more mainstream. With the latest iteration’s specifications approved, vendors in the ecosystem are gearing to make sure it can be implemented so customers can begin to design, test and deploy systems.
  
  
• Prepare for chip recession says analyst (Monday Jan. 24, 2022)
  "Prepare for the inevitable recession now. There are no soft landings," says Malcolm Penn, CEO of Future Horizons
  
  
• Seeing Machines Might Be the Next Arm (Thursday Jan. 20, 2022)
  With CES 2022 finally over, let’s sidestep entirely the feelings of déjà vu surrounding “consumer AVs,” and “personal AVs.” In this article, I focus on details for driver monitoring systems (DMS) and announcements related to Seeing Machines, which is beginning to look a lot like the next Arm.
  
  
• Arm Predicts Stagnation if Nvidia Deal Fails (Wednesday Jan. 19, 2022)
  Arm faces significant hurdles to growth as a standalone company if Nvidia’s proposed acquisition falls through, according to documents released as part of the U.K. regulator’s ongoing merger inquiry.
  
  
• Gartner Says Worldwide Semiconductor Revenue Grew 25.1% in 2021, Exceeding $500 Billion For the First Time (Wednesday Jan. 19, 2022)
  Worldwide semiconductor revenue increased 25.1% in 2021 to total $583.5 billion, crossing the $500 billion threshold for the first time, according to preliminary results by Gartner, Inc.
  
  
• IC Sales Seen Growing by Double-Digits for Third Year in a Row (Tuesday Jan. 18, 2022)
  The report forecasts that the IC market will rise 11% this year following a strong 26% increase in 2021 and a 13% jump in 2020. If achieved, it would mark the first time in 25 years that the IC market has enjoyed three consecutive years of double-digit growth.
  
  
• Electronic System Design Industry Logs 17% Year-Over-Year Revenue Growth in Q3 2021, ESD Alliance Reports (Monday Jan. 17, 2022)
  Electronic System Design (ESD) industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021, the ESD Alliance, a SEMI Technology Community, announced today.
  
  
• TSMC's 2022 Expansion Budget Exceeds $40 Billion (Monday Jan. 17, 2022)
  Taiwan Semiconductor Manufacturing Co. (TSMC) once again plans a boost in capital expenditures. This new round calls for as much as $44 billion in 2022 to meet demand the company believes could grow by up to 20 percent during the next few years.
  
  
• Ceva Adds Homogenous AI Acceleration to Third-Gen Engine (Friday Jan. 14, 2022)
  Ceva has revamped its NeuPro AI accelerator engine IP, adding specialized co-processors for Winograd transforms and sparsity operations and a general-purpose vector processing unit alongside the engine’s MAC array
  
  
• Five AI Inference Trends for 2022 (Friday Jan. 14, 2022)
  It’s an exciting time to be a part of the rapidly growing AI industry, particularly in the field of inference. Once relegated simply to high-end and outrageously expensive computing systems, AI inference has been marching towards the edge at super-fast speeds.
  
  
• Nvidia-Arm plays "strong-Intel" card in UK deal probe (Wednesday Jan. 12, 2022)
  Arm has failed to break into the data center and PC markets significantly because of the strength of Intel and its x86 architecture and therefore Arm needs to be bought by Nvidia to prosper, according to a 28-page submission to UK government's Competition and Markets Authority.
  
  
• Semi Content in Electronic Systems Reached Record High in 2021 (Wednesday Jan. 12, 2022)
  The value of semiconductor content in electronic systems reached 33.2% last year, surpassing the previous record high set in 2018, says new 2022 report.
  
  
• Chip shortage in 2022 and beyond: What you need to know (Tuesday Jan. 11, 2022)
  It seems most semiconductor companies believe that the supply imbalance will continue in 2022 and possibly even into 2023.
  
  
• 2022 Semiconductor Sales to Grow 11% After Surging 25% in 2021 (Monday Jan. 10, 2022)
  Above average increases are expected in all major product categories, which will lift the global market to record-high revenues in 2022 despite growth rates easing from last year’s economic rebound, says report.
  
  
• Analog Compute is Key to The Next Era of AI Innovation (Thursday Jan. 06, 2022)
  The computational speeds and power efficiency of analog compared to digital have been promising for a long time. Historically, there has been a number of hurdles to developing analog systems, including the size and cost of analog processors.
  
  
• Global Semiconductor Sales Increase 23.5% Year-to-Year in November; Industry Establishes Annual Record for Number of Semiconductors Sold (Tuesday Jan. 04, 2022)
  SIA today announced global semiconductor industry sales were $49.7 billion in the month of November 2021, an increase of 23.5% over the November 2020 total of $40.2 billion and 1.5% more than the October 2021 total of $49.0 billion.
  
  
• Arm CPUs Make Gains in Data Centers (Monday Dec. 27, 2021)
  Demand among cloud service providers along with ongoing chip shortages helped boost shipments of Arm-based servers during the third quarter.
  
  
• Interview with the CEO at Silex Insight - Michel Van Maercke (Tuesday Dec. 21, 2021)
  Recently, the news landed in your mailbox that Silex Insight has sold its video division to Australian expert Audinate. We sat down and talked with Silex Insight’s CEO Michel Van Maercke about what this will mean for customers and employees. “It will be an important opportunity for both the video and security divisions,” he starts off, “a chance to focus and become stronger in our respective markets.”
  
  
• 17 Semiconductor Companies Forecast to Have >$10.0 Billion in Sales This Year (Tuesday Dec. 21, 2021)
  Three semiconductor companies—AMD, NXP, and Analog Devices—are expected to join the noteworthy “megasuppliers” list in 2021.
  
  
• North American Semiconductor Equipment Industry Posts November 2021 Billings (Tuesday Dec. 21, 2021)
  North America-based semiconductor equipment manufacturers posted $3.93 billion in billings worldwide in November 2021 (three-month moving average basis)
  
  
• 3Q21 Revenue of Global Top 10 IC Design (Fabless) Companies Reach US$33.7 billion, Four Taiwanese Companies Make List, Says TrendForce (Thursday Dec. 16, 2021)
  The semicondustor market in 3Q21 is red hot with total revenue of the global top 10 IC design (fabless) companies reaching US$33.7 billion or 45% growth YoY.
  
  
• IBM, Samsung Unveil VTFET to Extend Moore's Law (Wednesday Dec. 15, 2021)
  IBM and Samsung Electronics claimed a breakthrough in semiconductor design based on a new IBM’s architecture touted as enabling an 85-percent reduction in power consumption.
  
  
• FPGA Development Opens Up (Wednesday Dec. 15, 2021)
  An open approach to FPGA development is emerging as promoters seek to foster an open-source ecosystem of development tools that will extend the technology.
  
  
• Semi Capex on Pace for 34% Growth in 2021 to Record $152.0 Billion (Tuesday Dec. 14, 2021)
  Foundries forecast to account for over one-third of semi capex spending this year. New factories and equipment for 7/5/3nm processes highlight growing dependence on foundry business model.
  
  
• CXL Put Through Its Paces (Monday Dec. 13, 2021)
  The Compute Express Link (CXL) has evolved to the point where the pipeline of enabling technologies is emerging.