‌ ‌‌What’s the Big Deal with EUV? ASML 2025: Beautiful with a Sprinkling of Risks Sci-Fi Implications of the Metaverse When Teslas Crash, ‘Uh-Oh’ Is Not Enough What’s the Big Deal with EUV? By Ron Wilson What’s at stake?‌‌Extreme ultraviolet lithography has become critical to the capacity and resilience of the supply chain for advanced semiconductors. Tomorrow EUV may determine the very future of the industry. Read more…‌ ASML 2025: Beautiful with a Sprinkling of Risks By Bolaji Ojo Few companies are as well-positioned as ASML Holding NV to benefit from the growing infusion of semiconductors in the global economy. It does not itself sell chips, but its lithography equipment makes the wands that let semiconductor companies perform their magic in automotive systems; medical equipment; PCs, smartphones; and the fledgling… Read More »This Week

Engineering at the Edge of KnowledgeWith HD Radar, Arbe Robotics Pits Price vs. PrideIntel, Chipmakers, and the Fear Card Engineering at the Edge of Knowledge By Girish Mhatre What’s at stake?The future of the driverless car: Are we attempting the impossible? Read more… With HD Radar, Arbe Robotics Pits Price vs. Pride By Junko Yoshida (additional reporting by Jenn Baljko) What’s at stake?Arbe Robotics, a 2015 Israeli startup that went public this month through a SPAC (special-purpose acquisition team), seemed to have a lot going for it in recent years. Today, it might be at a crossroads. Read more… Intel, Chipmakers, and the Fear Card By Bolaji Ojo Intel Corp. CEO Pat Gelsinger wants the EU to “take control of its destiny” by securing access to critical semiconductor supplies. He… Read More »This Week

‌U.S. Lawyers Perpetuate Regulation Myths at The AutonomousSneak Preview: Debunking Industry Narrative on AV RegulationThat Name is More than a GamePodcast: Testing Does Not Equal Safety U.S. Lawyers Perpetuate Regulation Myths at The Autonomous By Junko Yoshida What’s at stake?‌‌Germany’s recently passed autonomous-vehicle regulations earned the country bragging rights as the first in the world to bring legal certainty to Level 4 AVs, in which automated driving features do not require human intervention.‌‌Lawyers working for the U.S. AV industry, and those looking to score political points, maintain that delayed regulations in America could hamstring automakers in the global AV race. What’s really at stake, however, is public safety. Will AV rules under development in the United States come with enough muscle to help AV manufacturers raise public confidence in the… Read More »This Week

‌ ‌‌Can Machine Drivers Guess Right About Us Human Drivers?Politicize the Semiconductor Supply Chain and We All LoseThe Romance of the JalopyPodcast: Plastic and Beyond ‌‌ ‌ Can Machine Drivers Guess Right About Us Human Drivers? By Junko Yoshida What’s at stake?‌‌For both human and machine drivers, perception is hard. Even harder is prediction. The driver must make reasonable assumptions — guesses — about what other vehicles or pedestrians will do next, in order to forge a safe path through traffic. The question becomes: How can machine drivers guess right, based on what criteria? Read more…‌ ‌‌ ‌‌ ‌ Politicize the Semiconductor Supply Chain and We All Lose Oct. 6, 2021‌‌By Bolaji Ojo Technology — specifically semiconductors and software — will drive and power societal evolution and economic growth for… Read More »This Week

‌‌Unlocking Apple Car’s Supply ChainApple Car: Makers & SensorsWhat About EV batteries?A Portrait of Apple Beyond the HardwareIt’s Rethink or Sink for PropheseeSmall Is Beautiful: How to Cut Big Tech Down to SizePodcast: Apple Car Hurry-Up Targets Apps & Service Developers Unlocking Apple Car’s Supply Chain By Junko Yoshida‌ ‌ What’s at stake? ‌‌Phil Magney, founder of VSI Labs, often says that Tesla is “a proxy of the future vehicle.” What, then, will Apple Car become? Will it be Tesla on steroids, a safer and more secure Tesla, or just a more transparent version of Tesla? The departure of Doug Field, who resigned as the head of Apple’s car project (codenamed Titan) and jumped ship to Ford Motor Co. earlier this month, generated a fresh round of speculation that the… Read More »This Week

Intel Foundry: A Spinoff is Necessary (and Inevitable)Can ADAS Aid Us on a Dark and Stormy Night?Will Aurora ‘Do the Right Thing’? Intel Foundry: A Spinoff is Necessary (and Inevitable) by Bolaji Ojo Intel Corp. and GlobalFoundries do not belong together. If there is any truth to the recent Wall Street Journal report that Intel is considering purchasing the contract chipmaker, the board of directors should snuff the life out of that bizarre idea. That’s because Intel’s long-term success lies in the opposite direction.Rather than lead the consolidation of the foundry market, Intel should take the bolder step of spinning off Intel Foundry within the next year, freeing the foundry business to service customers across the globe and evolve to become a more competitive rival to market leader Taiwan Semiconductor… Read More »This Week