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electric vehicle software
Automakers Accelerate Shift Toward EV, Software Prowess
Nov 22, 2022

The changing profile of carmakers is reshaping the strategies of automotive chip suppliers.

5G satellite communications
Can Your 5G Handset Talk via Satellites?
Nov 21, 2022

The technical challenges around nonterrestrial networks appear to be manageable. Questions of business models, regulation and security are another matter.

Arm vs. Qualcomm
Arm’s Qualcomm Lawsuit Is Just About Money, Right?
Nov 18, 2022

After a couple months of head-scratching speculation over what motivated Arm to sue one of its best customers, Mike Feibus has a theory.

OYR logo
What Caught Our Eye This Week
Nov 16, 2022

U.S. supply chain agency proposed, Taiwanese chip engineers abandon China.

CEO Roundtable at Electronica
Semiconductor CEOs Embrace New Geopolitical ‘Normal’
Nov 16, 2022

Mixed responses during an industry forum to the impact of growing technology competition with China.

Chips for lives, a keynote speech by Frans Van Houten, a former CEO of Philips
‘Ugly Truth’ About the Medical Chip Shortage
Nov 15, 2022

A lack of chips, especially at older process nodes, continue to have real-life consequences for the medical community.

Podcast with Chris Miller
Podcast: The Geopolitics of Semiconductors
Nov 15, 2022

Scholar Chris Miller discusses his new book, “Chip War,” and how semiconductor technology has become strategic asset.

Chinese lidar company Hesai's point cloud image
Lidar Market Upheaval: Who’s Next for M&A?
Nov 15, 2022

Previously high-flying lidar startups continue to burn cash as total assets dwindle. Lidar suppliers in China are picking up the slack.

Xi Jinping meets Joe Biden
Dire Straits: China Moves Hastening TSMC’s Geo-Diversification
Nov 14, 2022

“Semiconductors have defined the world we live in,” says historian Chris Miller. A key question now is where they will be made.

IBM 2nm process
Dissecting Rapidus, Japan’s Shiny New Chip Project
Nov 14, 2022

Beyond advanced process technology, the goals of Japan’s semiconductor initiative are vague. Could it be yet another Japan Inc. boondoggle?

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