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Cruise in San Francisco

Cruise Gambles on a Build-Your-Own Strategy

By Junko Yoshida

What’s at stake?
Autonomous vehicle company Cruise confirmed it is dumping Nvidia’s GPU and developing its own central compute engine for its AV. Cruise also said it is developing a chip for its radar and for other custom chips. Unclear is whether such an extreme measure – build instead of buy – will eventually help or hurt the fledgling AV company’s prospects.

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ASML Results Show Asia Will Retain Chip Production Dominance

By Bolaji Ojo

Semiconductors will continue to be manufactured and consumed principally in Asia for the foreseeable future even if efforts by governments to revive and increase chip production in Europe and North America succeed and surpass current expectations. That is the conclusion reached by the Ojo-Yoshida Report after reviewing the latest regional sales data from ASML N.V., the world’s No. 1 supplier of semiconductor manufacturing equipment.

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ST and GlobalFoundries Plan New 300mm Europe Chip Plant

By Bolaji Ojo

STMicroelectronics NV and U.S.-based contract chipmaker GlobalFoundries Inc. said they have agreed to establish a new 300mm semiconductor manufacturing fab in France with “significant financial support” from the French government. They expect the new fab to start production in 2024 and become fully operational by 2026 when it should start producing up to 620,000 wafers per year.

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