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Industrial IoT

Sony Buys Its Way into IoT/Industrial Market via Raspberry Pi

By Junko Yoshida

What’s at stake:
In contrast to most MCU suppliers in the world, Sony has not built its own IoT developers’ community. Sony’s angle is, however, its technology prowess in image sensors. Will the Raspberry Pi community fill the gap for Sony? 

Sony Semiconductor Solutions Corp. this week revealed it invested an undisclosed sum in Raspberry Pi Ltd., the trading arm of Raspberry Pi Foundation.

This marks the first investment in Raspberry Pi by a semiconductor company, confirmed Eben Upton, Raspberry Pi’s CEO.

Read More »Sony Buys Its Way into IoT/Industrial Market via Raspberry Pi
GM Super Cruise Instrument Cluster

Does Your Car Know Jack? Or Jill? Or Anyone?

By Junko Yoshida

What’s at stake:
Cars with features such as highway hands-free operation are designed to work, in principle, “collaboratively” with a human driver. The big caveat is that most carmakers know next to nothing about our real-world driving behavior. At issue is how human drivers and partially automated vehicles can collaborate when neither side knows jack about the other. 

Consider the moment when a car disengages its automated features and asks the carbon-based life form behind the wheel to take over. Suddenly, the driver must take charge, regardless of whether he/she is – cognitively or physically – ready.

This is carmakers’ decidedly one-sided expectation, for which human drivers are ill-prepared.

Read More »Does Your Car Know Jack? Or Jill? Or Anyone?
Infineon is building the 300mm Smart Power Fab in Dresden

Infineon Flourishes on ‘Good Times’ for Power Semiconductors

By Bolaji Ojo

What’s at stake?
Seeing robust growth prospects in power semiconductors, Infineon is tightening its viselike hold on the market with acquisitions and investments in new fabs. And it is not keeping quiet about its intentions either.

Infineon Technologies AG has two key messages for its direct competitors and the entire semiconductor industry.

The first missive is simple. A downturn-inducing storm may be brewing in the semiconductor sector but it will not make landfall at Infineon. The company will grow at a double-digit this fiscal year, it said in a March 28 performance update.

Read More »Infineon Flourishes on ‘Good Times’ for Power Semiconductors
Don't Drive and Drive

Your Next Car Will Know How Drunk You Are

By Junko Yoshida

What’s at stake:
“Saving lives” on roads shouldn’t be a pie-in-the-sky ‘vision’ owned by companies pushing self-driving cars. To save lives today, we need something far more earthbound: stop people from drinking and driving. Can in-vehicle alcohol detection systems freshly mandated in the U.S. address the problem, and will consumers cooperate?

Throwing technologies at social problems has always been a tricky proposition.

Read More »Your Next Car Will Know How Drunk You Are
Microcontroller board connects to an electronic project

Microchip Forges Strategies on MCUs, Analog, Power

By Junko Yoshida

What’s at stake:
 MCUs are fundamentally different from microprocessors – in product longevity, legacy process nodes and a host of permutations they are expected to offer. But MCU diversity comes with costs. The question is not only how long Microchip can keep up with what it’s doing, but also how it can do better.

The core of Microchip’s business is MCUs, more accurately described as “embedded control,” noted Steve Drehobl, Microchip senior vice president.

Microchip has the full gamut of microcontrollers, ranging from 8- and 16-bit with digital signal controller to 32-bit MCUs and FPGA. But its emphasis is really not so much about the core, Drehobl noted. “It’s all about the peripherals.”

Read More »Microchip Forges Strategies on MCUs, Analog, Power

Microchip: Preserving Corporate Culture After M&A

By Junko Yoshida

What’s at stake:
Microchip has kept what some might consider the lost art of employee-centric management. But how does a company preserve its culture when it keeps acquiring other companies. Microchip has answers.

The human resource management style of Microchip clashes with that of many Silicon Valley companies.

Headquartered in Chandler, Ariz., some 700 miles away from Santa Clara, Calif., Microchip has scrupulously retained, nurtured, and perfected the art of managing a congenial, cohesive, and people-centric company.

Read More »Microchip: Preserving Corporate Culture After M&A
Nviida pitches AI and Omniverse to the auto industry.

Robocar No Longer Drives Nvidia GTC

By Junko Yoshida

What’s at stake:
For years, Nvidia has hung its hat on autonomous driving as the linchpin of its AI technologies. However, that revenue stream is waning, not because AV is a solved problem but because it is just too hard a problem to solve. What’s the next big AI application? 

GTC, put together by Nvidia, is one of the world’s premier conferences dedicated to AI developers. Nvidia has used the venue to showcase its AI prowess built on GPU technology.

For several years, AI-enabled autonomous driving has highlighted every GTC. Nvidia presented its AI solutions — deployed in data centers for AI training and its multi-thousand teraflops SoC inside vehicles’ central brains doing AI inference. 

However, it was evident in a pre-GTC briefing this week that Nvidia has begun singing a markedly different tune on fully automated driving. 

Read More »Robocar No Longer Drives Nvidia GTC
Jensen Huang, Nvidia CEO

Nvidia: Not ‘Just a Chip Company’ Anymore

By Bolaji Ojo

What’s at stake?
Ahead of its GTC AI and metaverse conference for developers next week, we review the budding results of Nvidia’s decade-long investment in artificial intelligence and its steady buildup of a strong hardware and software position in the segment. Nvidia is aiming for the AI Moon, and it may just be within its reach.

Artificial Intelligence, warts and all, appears destined to play a significant role not just in the semiconductor industry but also in the larger global economy over the next decade and Nvidia Corp. is setting itself up as a pioneer and major beneficiary of the new expected opportunities.   

Read More »Nvidia: Not ‘Just a Chip Company’ Anymore

IoT Chip Suppliers Race for a Better Mousetrap

By Junko Yoshida

What’s at stake:
In an era of increasingly diversified embedded and IoT system designs, competition among semiconductor companies is no longer about whose chip has the best performing spec. The industry’s attention is quickly shifting toward development platforms. At stake for chip vendors is whether they have chops to design effective tools that offer flexibility, ease of use, and the accelerated design cycle that customers want.

The business model in semiconductors is in flux. Chip companies can no longer rest easy with a conventional one-time approach to revenue generation.

Nowadays, many companies hope to develop a better mousetrap that can turn one-time customers into a “captive audience” generating “a recurring revenue stream.”

Read More »IoT Chip Suppliers Race for a Better Mousetrap
NASA chooses Microchip

Microchip: Riding RISC-V All the Way to New FPGA Platform

By Junko Yoshida

What’s at stake:
RISC-V’s open-standard instruction set architecture has already proven an effective underlying technology for designers seeking differentiated microcontrollers/microprocessors. Will RISC-V find a new home in FPGAs? Microchip believes it has the answer.

Microchip is enjoying a market resurgence for its FPGA products.

Originally developed by Actel Corp., later acquired by Microsemi (October 2010), and now owned by Microchip (May 2018), the peripatetic FPGA is known for its immunity to single event upsets and for military-grade reliability. Those attributes have opened opportunities for Microchip’s FPGAs in avionics, military, and medical electronics markets.

Read More »Microchip: Riding RISC-V All the Way to New FPGA Platform