By Junko Yoshida

What’s at stake:
Except for Tesla, no automaker has contrived to roll out an automotive processor of its own. This vacuum, however, has not curbed car OEMs’ deep-seated desire to design chips for their vehicles. Can chip vendors still provide automakers what they want but aren’t doing for themselves, and at what cost? Or, are automakers’ wonderland agenda sending semiconductor companies down the rabbit hole?

Carmakers’ appetite to develop proprietary processors waned as OEMs got occupied in dealing with chip shortages. Their dream of automated consumer vehicles before 2027 is a memory.

Now, replacing the autonomous vehicles, the momentum among carmakers is an industry-wide push for software-defined vehicles. Automotive OEMs are now beginning to think that if the vehicle’s real value will be in software under the new era, they shouldn’t be in the business of just layering their software on top of hardware selected by tier ones.

Read More »Automakers’ Chip Agenda: RISC-V, AI, Chiplets

By Junko Yoshida

What’s at stake:
Except for a few recent funding announcements, all’s quiet on the Western front on AI. What must change to alter a market where Nvidia continues to be the sole winner? 

The time has come to reflect on the many AI hardware startups that have popped up in the last several years. Advancements in AI sent investors into a fever pitch, elevating AI processor startups into “unicorn” stardom.

As Keven Krewell, principal analyst at Tirias Research, recalls, “Intel really kicked off the explosion of AI startups when it bought Nervana in 2016. And it followed up by buying Habana.” He added, “I would argue that AMD’s acquisition of Xilinx was in large part because of Xilinx’s work in developing AI cores.”

Fast forward to 2023. 

More than a handful of notable AI hardware startups are gone. Layoffs abound. During this predictable process of elimination, did industry analysts anticipate so little churn among AI processor companies? Why no consolidations, mergers or acquisitions in recent years?

Read More »AI Hardware Startups Spoil for a Brawl

By Bolaji Ojo

OEM orders for semiconductors are still rising albeit at a slower pace. Inventories are increasing but some products remain on allocation although nobody quite knows which.

Meanwhile, inventories are creeping up at chipmakers even as they continue to ramp up production. The specter of double ordering is haunting suppliers but analysts say it is almost impossible to distinguish between actual orders and duplicates.

Inconsistencies like these hark back to a past the semiconductor industry was supposed to have jettisoned.

Read More »Automakers & Chipmakers March Towards a New Clash of Interests

By Peter Clarke

What’s a stake: 
India’s semiconductor dream has just gotten a much needed reset. Partially at stake is India’s progress as a newly industrialized country. Also it matters to India’s ability to compete with China, Europe and other regions. If India’s 18-month-old semiconductor incentive scheme flops it could deny the subcontinent leverage in accessing leading-edge electronics, optoelectronics and quantum technology for many years to come.

Read More »India’s Chip Policy Reset Will Alter Its Future

By Junko Yoshida

What’s at stake:
The chip shortage paralyzed the automotive industry during the pandemic. What have carmakers learned and what new strategies have emerged?

The COVID-19 pandemic drastically shrank the availability of semiconductor chips and decimated the automotive industry. Finally, in mid-2023. “The worst of the fallout seems to have settled, and the auto industry has found a new normal,” according to recent analysis by S&P Global Mobility. The report said, “In short, the dearth of supply of semiconductor chips that hobbled vehicle production for most of 2021 and 2022 has faded into the background — with some exceptions.”

However, it’s unclear which lessons car OEMs learned, and whether their new strategy – devised to deal with “a new normal” – will work.

Read More »Adjusting to New Normal in Auto Supply Chain

By Junko Yoshida

What’s at stake:
Silicon Box, perceiving the absence of capacity for advanced packaging for chiplets, is charging in to fill the gap. Its foundry model focuses solely on chiplets – something never done before. The semiconductor startup begins life in Singapore with a commitment to spend $2 billion on advanced semiconductor foundry. Its advent confirms the chiplets story is only just beginning with many turns and twists to come.

Silicon Box is offering chiplet services ranging from design to manufacturing and advanced packaging. The newborn company claims that its first production line is already running, with samples being delivered to customers. They say it is ready for volume production later this year.

This is the story of how Silicon Box came about, who’s behind it, and how they plan to change the industry’s infrastructure to support chiplets.

Read More »Defying Doubters, Silicon Box Plans Chiplet Foundry