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fabless semiconductor production and IDM

The Fabless Semiconductor Model is Flawed

By Bolaji Ojo

What’s at stake?
Fabless semiconductor companies have contributed to the industry’s growth but they’ also added to its complexity with their unwillingness, until now, to shoulder a larger part of the financial burdens associated with making their products. That is changing as a result of today’s acute shortages. The lessons learned now must not be discarded when the shortages ease.

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Edge AI computing

Truth About Edge AI in MCUs: Is It Worth It?

By Junko Yoshida

What’s at stake?
Despite all the rhetoric about the artificial intelligent of things (AIoT), implementing AI inference in MCUs is still a stretch. Edge AI is “economically constrained as much as… physically constrained,” according to a market analyst. At stake is the future of MCU suppliers and AIoT OEMs. How long are they willing to stay in the game and how much are they investing?

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Internet of Things IoT connected devices Arm

Ian Drew: On IoT and Life After Arm

By Junko Yoshida

What’s at stake?
IoT devices are fundamentally different from PCs or mobile phones. They must last 20 to 30 years when deployed in industrial settings. “Imagine a critical vulnerability found in a gateway that sits on top of your oil rig,” says entrepreneur and Arm veteran Ian Drew. Software engineers and chipmakers might be clueless about their own older products that went into that gateway. At stake is the long-term viability and security of IoT devices.

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semiconductor supply chain subsidies

Subsidies Are No Panacea for Fixing the Semiconductor Supply Chain

By George Leopold

A group of experts convened recently to consider possible solutions to the global supply chain mess. Among the most compelling insights elicited by the U.S.-China Economic and Security Review Commission — primarily known for its annual report detailing Beijing’s growing military prowess — were those focused on the fraught semiconductor supply chain.

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encryption data security fully homomoprhic encryption

Wally Rhines Places All His Chips on a Crypto Startup

By Bolaji Ojo

Walden “Wally” Rhines is a stalwart of the semiconductor industry and a veteran of two of the electronics industry’s most important companies. At 75, Rhines could be retired, serving as a statesman to the semiconductor industry, playing golf in the sunniest parts of the world or touring exotic places on luxury cruise ships. Instead, Rhines is CEO at homomorphic encryption startup Cornami, where he is shepherding potentially groundbreaking work on data center security.

Read More »Wally Rhines Places All His Chips on a Crypto Startup