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Lidar Market Upheaval: Who’s Next for M&A?
Previously high-flying lidar startups continue to burn cash as total assets dwindle. Lidar suppliers in China are picking up the slack.
Dire Straits: China Moves Hastening TSMC’s Geo-Diversification
“Semiconductors have defined the world we live in,” says historian Chris Miller. A key question now is where they will be made.
Dissecting Rapidus, Japan’s Shiny New Chip Project
Beyond advanced process technology, the goals of Japan’s semiconductor initiative are vague. Could it be yet another Japan Inc. boondoggle?
What Caught Our Eye This Week
Apple’s China problem, Nvidia’s GPU workaround, lidar industry consolidation begins.
Failure to Communicate: Backing Away From China’s ‘Overreach’
To forestall decoupling, the U.S. and China must maintain their lines of communications.
Eliyan Goes Do-or-Die with Die-to-Die Interface Technology
Startup Eliyan claims its technology addresses the need for commercially viable die-to-die interconnects in standard organic packaging, targeting high-performance computing requirements.
Ford’s Lane Change Signals a Shift Away From AV Development
As others follow Ford’s lead, the emphasis now will be greater automation of highway driving with heavy reliance on driver monitoring.
India Renews Its Push for Homegrown Fabs
The promise of government subsidies is causing international players to give the subcontinent another look, but infrastructure and other problems are an impediment to foundry launches.
What Caught Our Eye This Week
U.S. clarifies technology export controls aimed at China, EV maker Zeekr targets Europe.
Tale of Two Chip Wars: First Japan, Then China
The current U.S.-China chip war is a world apart from an earlier American-Japanese semiconductor conflict.
Will Intel’s Pro-West Advocacy Draw China’s Ire?
Intel is betting on a lead role in the revitalization of U.S. and E.U. chip manufacturing, but it risks alienating a critical customer base.
Autonomous Driving: Taxis, Toasters, Trucks and Trillions
If the shuttering of Argo AI marked the end of the beginning, the beginning of the end is the realization that technological development in the automotive industry is always an iterative process.
Podcast: How the Lithium-Ion Battery Accelerated Electric Cars
Author Charles Murray unearths the twists and turns in perfecting battery technology powering the shift to electric vehicles.
The Lithium-Ion Battery Was a Long Time Coming
Author Charles Murray explains the twists, turns, detours and the emergence of the battery technology that enabled electric cars.
Tech Roadmap for Automakers Disillusioned With Robotaxis
OEMs will likely double down on their Level 2 → 2+ → 3 strategies. But there is a very real risk of a race to the bottom since each option comes with challenges.
Argo AI’s Demise Reveals Automakers’ AV Miscues
Ford and Volkswagen are shifting their AV development goals. Did they really understand what it takes to develop safe AVs at scale?
Winners, Losers in the Fall of Argo AI
Argo’s IP will be dispersed by financial backers Ford and VW, but Qualcomm appears to be the biggest winner.
What Caught Our Eye This Week
Intel’s Gelsinger weighs in on China sanctions, Great Wall Motor launches chip unit.
Podcast: Breaking Down VW-Horizon Deal in China
We spoke with Tu Le, managing director of Sino Auto Insights, about the winners and losers emerging from Volkswagen’s joint venture with China’s Horizon Robotics.
China’s Startup Army is Being Disarmed
Beijing’s attempts to create a complete technology ecosystem, including extended supply chains for semiconductor design, production and packaging, are being boxed in on a number of fronts.
Partner Content
Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules
Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs