By Bolaji Ojo
What’s at stake?
Semiconductor manufacturers have based their capex budgets and fabrication capacity commitments on projections the market will nearly double by the end of the decade. A downturn by 2023 could undermine those plans.
What’s at stake?
“Edge AI” is the latest trend to sweep the Internet of Things (IoT), embedded and AI markets, lending urgency to the need to examine how one edge AI approach differs from another. A startup called AONDevices is taking a pragmatic path with an ASIC that excels in power consumption, processing power and recognition accuracy.
By Girish Mhatre
What’s at stake?
Some foresee the advent of a maliciously motivated superintelligence. Don’t worry – it’s not going to happen. Strong AI is a myth.
Taiwan Semiconductor Manufacturing Co. (TSMC) is engaged in intense negotiations with the EU to build a fab in Europe, according to European industry sources.
The development places TSMC solidly back in the running for European Chips Act (ECA) funding.
Read More »TSMC in the Running for European Chips Act Funding
What’s at stake?
China’s astounding R&D investments over the last two decades place it in direct competition with the United States, where declining federal investments are partially shored up by rising corporate R&D. The research sweepstakes represents the front lines of the global competition to lead in science and technology innovation.
By Bolaji Ojo
What’s at stake?
STMicroelectronics has driven a stake into the heart of speculation it may become a fabless enterprise. With plans to sharply jack up capex and add to its fabs, ST breathes new life into the IDM model as supply constraints and geopolitical concerns continue to alter the dynamics of the semiconductor industry.
What’s at stake?
Elon Musk once famously called lidars a “fool’s errand,” a claim that has yet to be entirely disproven. Despite their high-precision performance advantages, lidars remain too costly to become an indispensable sensing modality in ADAS. Against the odds, a startup called PreAct sees a volume opportunity for “dirt-cheap” near-field lidars, not the long- or medium-range lidars most other players are pursuing.
By Rebecca Day
What’s at stake?
The nascent “hearables” sector will require small, low-power devices along with expanded edge computing capacity. Bosch is betting emerging MEMS technology will help fit the bill.
Our guest on this episode is Tu Le, founder and managing director of Sino Auto Insights, a Beijing-based “innovation and management” consulting firm.
Read More »Podcast: China’s EV/AV Sectors on a Roll
What’s at stake?
The momentum behind RISC-V is well-known. But the market penetration of the RISC-V cores is harder to pin down. Reportedly, there’s a RISC-V core in every earbud. But will the core ever grow up to be a full-fledged smartphone processor, on par with an Arm-based apps processor?
So, how many RISC-V cores did the semiconductor industry ship in 2021?
That’s a basic question to ask about RISC-V’s commercial success.
Read More »RISC-V Beyond Embedded: How Many Cores Will It Take?
