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Microchip Puts Pedal to the Auto Design Metal

Microchip Puts Pedal to the Auto Design Metal

By Bolaji Ojo

What’s at stake?
The automotive semiconductor market needs chipmakers, enterprises that not only excel at technology innovations, but which also anticipate and meet the evolving design and supply chain needs of their tier-one and OEM customers at an accelerated speed. Microchip is betting that offering extensive labs services for customers in all major auto manufacturing regions of the world will strengthen its relationship with OEMs and tier-ones.

Microchip Inc. is not a newbie in Detroit. The company has had a presence in America’s auto heartland for more than 20 years, but with a recent move and investment decision, the chipmaker tells customers and competitors it sees opportunities for greater engagements with leading automakers despite ongoing supply chain disruptions and design architectures evolution.

Read More »Microchip Puts Pedal to the Auto Design Metal
Who Wants Rapidus in Silicon Valley?

Tenstorrent-Rapidus Handshake, and What It Means

What’s at stake?
Can one plus one – a startup partnering with another startup – take the world’s AI market by storm? That’s the “public image” two semiconductor startups seek to generate in Japan. At stake is a lot of Japanese government money.

Rapidus, a new Japanese startup foundry with big ambitions to design and manufacture “the world’s most advanced logic semiconductors,” Thursday announced an agreement with Tenstorrent Inc., a Canadian AI startup based in Toronto.

Read More »Tenstorrent-Rapidus Handshake, and What It Means
Synaptics AI Platform

Synaptics’ Wedge in Edge AI is ‘Astra’

By Junko Yoshida

What’s at stake:
Synaptics is joining the edge AI club with a platform called “Astra” – a glimpse of which the company teased out this week. Synaptics is banking on Astra to win a crowded, fragmented, and highly competitive edge AI segment. Can it pull it off?

Synaptics developed the Astra platform to enable system designers to make AI as easy, ubiquitous, and quotidian as possible in a host of products, including some not typically viewed as needing AI.

Read More »Synaptics’ Wedge in Edge AI is ‘Astra’
Can Chinese Chiplets Dodge Export Controls?

Can Chinese Chiplets Dodge Export Controls?

By Junko Yoshida

What’s at stake:
Chiplets can advance the semiconductor industry by enabling system companies and semiconductor suppliers to mix and match chiplets manufactured by different foundries for heterogeneous integration. That concept, however, is also helping China to develop home-grown AI processors that could rival those manufactured by Western companies, currently banned from export.

Late last month, the Commerce Department’s Bureau of Industry and Security (BIS) published updated export controls covering advanced computing items and semiconductor manufacturing equipment under the Export Administration Regulations (EAR).

Buried within the dense bureaucratese was a reference to chiplets, a data point largely unreported in the tech media.

The agency’s updated export controls, set to go into effect on Nov. 17, 2023, added chiplet restrictions.

Read More »Can Chinese Chiplets Dodge Export Controls?
Renesas’ Automotive Future: Go Big on Chiplets

Renesas’ Automotive Future: Go Big on Chiplets

By Junko Yoshida

What’s at stake:
While Nvidia, Qualcomm and Mobileye tend to suck the oxygen out of the next-gen automotive E/E platform discussions, other automotive semiconductor companies must pick a spot where they think they can win and hold onto their share. But by pre-announcing this week the Gen 5 R-CAR SoCs and their new chiplet options, Renesas is planning to cover a broad range of automotive architecture. Will the new strategy work?  

Renesas Electronics this week unveiled its latest automotive semiconductor strategy. Executives laid out the company’s planned product offerings ranging from high-performance SoCs to Arm-based automotive MCUs, and automotive chiplet options.

Read More »Renesas’ Automotive Future: Go Big on Chiplets