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Capex Malaise and ‘MisCapex’ Pains
It’s been only a few years since many chipmakers agreed to fund multiple new fabs but those promises are now being ignored. The industry must still deal with the implications for demand-supply planning, however.
In Hindsight, the Future is Notoriously Incorrect
Most business forecasts often turn out wrong, but analysts and companies keep churning them out. Are forecasts doing more damages than good in the electronics market?
Intel: Will Lip-Bu Tan Build Gelsinger’s Promised Fabs?
Chip equipment makers can forget about a capex splurge from Intel as it is unlikely to build many of the fabs promised under former CEO Patrick Gelsinger. This has implications for supply chain planning throughout the industry.
Renesas 365: Activating a Digitalization Vision for Design Engineers and Developers
Renesas 365 is the next step in the digital transformation of electronics, bridging the gap between silicon and system development.
Nvidia’s China Nightmare Has Only Just Begun
Nvidia had for years known that it has a massive and growing China problem, yet it persisted in developing products for the country, ignoring America’s apprehensions and warnings. The solution is to exit the country before it is driven out both by China itself and the United States.
ST Heats up SDV Market with Expandable Memory MCUs
STMicroelectronics’ new automotive Stellar MCU with xMemory feature extends product capabilities without increasing costs, enabling incremental updates and faster time-to-market, the company said.
Embedded Quest 2025: MCU Vendors Step up Edge AI Play
Edge AI was the primary focus of microcontroller vendors at the 2025 Embedded World Exhibition. We caught up with some industry executives for our annual Embedded Quest program, asking them about their take on Edge AI.
Intel Sells 51% of Altera to Silver Lake
Altera and Intel are officially terminating their 10-years long attachment as Silver Lake takes a majority stake in the FPGA supplier.
US-China Tariff War: Prepare for a Wild Ride
Who will back down first in the tariff war? Both China and America have pushed themselves into a corner with neither ready to yield. Electronics makers can’t escape the adverse effects.
Infineon Bulks Up with $2.5B Marvell Ethernet Deal. Expect More
Infineon’s $2.5 billion offer for Marvell’s ethernet business could be the first of more, possibly larger, deals under CEO Jochen Hanebeck.
Leveraging Technology for Deep Space Exploration
The world’s largest telescope is unlocking the origins of the universe as Microgate adaptive optics reconciles light emitting particles with precision power conversion.
The Lip-Bu Tan Story, as Narrated by Lip-Bu Tan
Intel’s new CEO used the opportunity of his first major public speech to provide a personal narration of his education, professional background and philosophical drivers.
Rapidus 2nm is Rolling, but Just How Far Can it Go?
Rapidus stepped out of the 2-nanometer process gate at blazing speed. To go farther, though, the Japanese foundry must keep its government support and win the approval and patronage of many more customers than it has signed so far.
Seeing Machines Debuts ‘Cost-effective’ 3D Sensing Solution for Auto OEMs
Seeing Machines’ reference camera design leverages Airy3D innovation to improve in-cabin sensing and monitoring at reduced cost.
Intel Board Shuffle: Another Missed Opportunity
Intel is fluffing a new opportunity to reinvigorate its board of directors by keeping a clutch of poor performing old-timers.
What’s Cooking at OYR (and at my house): The Chainsaw of Stupidity
Is the US still the world’s preeminent destination for the best and brightest minds in science, engineering, and technology?
Synopsys Talks and Walks AI with Nvidia
Synopsys is tapping Nvidia’s CUDA to accelerate its internal efforts to inject AI into EDA and the design cycle
Hot Stuff: Synaptics Astra SR-series Edge AI MCUs
Synaptics Astra AI-native MCU platform has been expanded with the SR-series featuring ultra-low power performance and multiple tiers of operation for consumer, enterprise, and industrial IoT applications.
What’s Cooking at OYR (and at my house): Funeral for a Friend
The semiconductor industry must grapple with a stark new reality. The foundation upon which enterprises operate is being weakened and threatened by actions indicating the US government believes it can ignore the law and due process or make them conditional rather than guaranteed.
Hot Stuff: Ceva Upgrades UWB IP for Secure Access
Ceva demonstrated its latest ultra-wideband IP for secure access at high-density locations such as smart homes and industrial settings at the Embedded World Exhibition in Nuremberg, Germany
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Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules
Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs