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SiC Manufacturers Walk a Tightrope
Many are shifting to a vertical business model in hopes of capturing demand and driving down device costs.
SiC in China: ‘Poster Child of the Decoupling Era’
How long before China catches up with Western silicon carbide suppliers in wafer production and device manufacturing?
European Chip Startups Top China’s Shopping List
None of the current deals presents a significant technology transfer problem. But in the longer term, China’s buying spree could give rise to competitiveness issues and a loss of homegrown know-how.
The Supply-Chain Decoupling Quandary
The global tech industry is supposed to re-imagine its supply-chain models in pursuit of “decoupling” the economy. How, exactly, does this represent an improvement?
Apple Created a Brilliant But Now Nightmarish Supply Chain
The question isn’t whether Apple should slash its massive sourcing and third-party manufacturing presence in China. It’s how much of a reduction is needed and how fast Apple CEO Tim Cook can do it.
China’s Zero-Covid Conundrum
With dissent mounting, there are few good outcomes for China and the global economy.
Claiming a New MEMS Topology, Startup Promises ‘Disruption’
Omnitron Sensors is refining its manufacturing process technology by developing reliable, affordable optical subsystems for MEMS-based lidars.
Tech M&A Conundrum: Lessons from Nvidia’s Arm Gamble
Getting a tech deal approved in today’s fraught geopolitical environment has become extremely difficult as East-West tensions grow.
No Frills, No Hype: AMD’s ‘Pragmatic’ Plan for a New Car Architecture
While the automotive world is going gaga over GPU/CPU-based unified platforms, why does AMD hang back?
What Caught Our Eye This Week
Ex-TSMC exec to Foxconn, back story on Biden-Xi meeting.
Podcast: What’s Next With Mike Noonen
The startup guru’s latest venture seeks to develop extended reality technology based on holography.
Intel: Why Gelsinger Should Become CEO of Foundry Business
Intel Foundry Services needs Patrick Gelsinger as CEO and business-case champion.
Mike Noonen: The Startup Launching Maestro
The nascent AR/VR market is the serial entrepreneur’s next target.
Automakers Accelerate Shift Toward EV, Software Prowess
The changing profile of carmakers is reshaping the strategies of automotive chip suppliers.
Can Your 5G Handset Talk via Satellites?
The technical challenges around nonterrestrial networks appear to be manageable. Questions of business models, regulation and security are another matter.
Arm’s Qualcomm Lawsuit Is Just About Money, Right?
After a couple months of head-scratching speculation over what motivated Arm to sue one of its best customers, Mike Feibus has a theory.
What Caught Our Eye This Week
U.S. supply chain agency proposed, Taiwanese chip engineers abandon China.
Semiconductor CEOs Embrace New Geopolitical ‘Normal’
Mixed responses during an industry forum to the impact of growing technology competition with China.
‘Ugly Truth’ About the Medical Chip Shortage
A lack of chips, especially at older process nodes, continue to have real-life consequences for the medical community.
Podcast: The Geopolitics of Semiconductors
Scholar Chris Miller discusses his new book, “Chip War,” and how semiconductor technology has become a strategic asset.
Partner Content
Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules
Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs