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Intel Needs an Active, Competent Board, not a ‘Savior’ CEO

Intel Says it’s Building ‘Two World-Class Companies.’ Meaning, please?

Questions continue to swirl about Intel’s structural evolution. CEO Gelsinger isn’t helping with his mixed signals about the future of the foundry unit.

With Nvidia, It’s Always Take It or Leave It

With its automotive SoC, Nvidia promises carmakers a licensable ASIL-D certified software stack. But OEMs face the dilemma of either getting locked into Nvidia or designing alternative stacks of their own with no adequate support from Nvidia.
'Don’t touch me, you brute!'

‘Don’t Touch Me, You Brute!’

In the advent of electronic “software defined vehicles” and ultimately robocars, we’re witnessing the demotion of the senses.

The Business of Semiconductor Summit, Explained

Semiconductors are now ubiquitous in the global economy. Their role will only expand, which means it is time to take seriously discussions about the business of semiconductor.
Tenstorrent’s Not-So-Secret AI Plan: ‘Don’t Compete with Nvidia’

Tenstorrent’s Not-So-Secret AI Plan: ‘Don’t Compete with Nvidia’

What strategy must AI chip startups hatch to go long in the Nvidia-dominant AI market?
As 2 nm approaches, the focus shifts toward interconnect

As 2nm Approaches, the Focus Shifts Toward Interconnect

2nm process nodes are hard enough. But equally critical to the success of 2nm is the interconnect wires that connect the transistors into circuits, ICs, and multi-die modules.

TSMC’s ‘Invaluable’ Status Makes it a Target. Change, it Must

TSMC carries the hope of the technology world for a hitch free semiconductor manufacturing supply chain. It may be up to the task, but has the foundry accepted this is a heavy burden and its fate, for which it must be willing to change further? We suggest some actions.
What is a foundry? Is it time for redefinition or regulation?

What Is a Foundry? Is It Time for Redefinition or Regulation?

Foundries were the means by which access to semiconductor manufacturing was democratized. And now the market has come full-circle putting others in-line behind Nvidia and Apple or coerced to shop elsewhere.
Update: CrowdStrike Pushed ‘Data Changes’ Without Testing

Update: CrowdStrike Pushed ‘Data Changes’ Without Testing

CrowdStrike tests software changes, but its ‘data changes’ go straight to production.
CrowdStrike’s Update Downfall: Who Dropped the Ball?

CrowdStrike’s Update Downfall: Who Dropped the Ball?

Why didn’t CrowdStrike’s clients ask for software updates in staggered rollouts?
Edge AI Comes to PCs

Synaptics Plots Plan for AI PC ‘Edge’

Synaptics wants to “infuse AI” into everything it does: smart homes, smartphones, smart factories or AI PCs. 
Chip Vendors Boost SDV Software. Is It Enough?

Chip Vendors Boost SDV Software. Is It Enough?

Leading automotive semiconductor suppliers say that their mission is to offer more software than hardware. But how far can they go?
How does Graphcore fit into SoftBank's AI play?

How Does Graphcore Fit into SoftBank’s AI Play?

SoftBank-Graphcore: A reboot deal, a seed crystal, and a deniable “front” for ARM?
The SDV and Its Unintended Challenges

The SDV and Its Unintended Challenges

SDV development, the trending topic among automakers, is ironically exposing fundamental issues with organizations, vehicle architecture, education and society –with no accompanying easy fixes.
Can AI pave the way for multi-die systems?

Can AI Pave the Way for Multi-die Systems?

How exactly will AI — demonstrably excellent at pattern recognition, but with fundamental limitations when it comes to accuracy and predictability — make the EDA industry more productive?
Maelstrom of Change Hitting Automotive Industry

A Central-Compute SoC for SDVs? Really?

The idea of a central SoC that rules all of a car’s computing is not now — and maybe never — viable in mass-market vehicles.
Maelstrom of Change Hitting Auto Industry

Maelstrom of Change Hitting Auto Industry

What has triggered an avalanche of change among carmakers? Indie Semiconductor’s Chet Babla breaks it down.

How a Small MEMS Foundry Crashed the CHIPS Act

How did a little outfit with only twenty employees qualify for federal CHIPS and Science Act grants?

VW’s Software Crisis isn’t VW’s Alone

Volkswagen’s latest announcement of a joint venture with California startup Rivian once again exposes VW’s widely known software problems. But this also reflects every incumbent automaker’s software dilemma.
Silicon Shield Gives Way to Silicon Alliance

Can Silicon Alliance Survive What Broke Taiwan’s Silicon Shield?

Chipmakers want to protect the global collaboration that drove the industry’s growth, but geopolitics threaten their silicon alliance concept much as it has punched holes in Taiwan’s silicon shield.