Featured

ASML Results Show Asia Will Retain Chip Production Dominance

Breaking News, Featured

Semiconductors will continue to be manufactured and consumed principally in Asia for the foreseeable future even if efforts by governments to revive and increase chip production in Europe and North America succeed and surpass current expectations. That is the conclusion reached by the Ojo-Yoshida Report after reviewing the latest regional sales data from ASML N.V., the world’s No. 1 supplier of semiconductor manufacturing equipment.

SAE’s Driving Automation Standard Is Not a Road Map

Featured, Opinion

Level 5 is a fantasy destination for now, and consumers don’t even want to go there. Luckily there’s an alternative route to demonstrable automation competency.

China and the Turn of the Deep-UV Screw

Featured, Opinion

By Peter Clarke

Reports that the United States is pressuring the Netherlands to withhold export licenses for deep-ultraviolet (DUV) lithography equipment ratchets up the U.S.-China trade/cold war that has been growing in intensity since 2018.

Advanced Driver Assistance System safety

How Safe Are We With ADAS?

Bulletin, Featured

A Munich district court found Tesla’s autopilot assistance system unreliable, terming it a “massive hazard” in city traffic.

U.S. CHIPS Act: Here’s Why and What Congress Should Swiftly Approve

Featured, Opinion

By Bolaji Ojo

The U.S. CHIPS Act is languishing in Congress. But it can pass in the next weeks if the right actions are taken and if proponents offer the concessions that lawmakers can justify to the electorate.

Advocates of the $52 billion bill know exactly why it is stuck: there is tenuous support for it in both chambers. The support is especially lukewarm in the Senate where some members are wary of handing out billions to support an industry crying wolf even as it spends huge sums on share buybacks, stock dividends and executive compensations.

ZiGGY charging station from EV Safe Charge

EV Charging Stations Go Mobile

Audition, Featured

By Rebecca Day

What’s at stake?
Carmakers are investing big sums in EVs, but charging anxiety has many U.S. consumers hesitant to buy in. Could a charger robot be a solution.

Emmanuel Macron, President of France (in the center) listens to Jean-Marc Chery, STMicroelectronics CEO talks. Thierry Breton, EU Commissioner for Internal Market stands next to Macron.

CHIPS Act: Europe Moving Fast, With Intel Along for the Ride

Conversation, Featured

By Junko Yoshida

What’s at stake?
As shown this week when STMicroelectronics and GlobalFoundries revealed their joint 300mm fab project in Crolles, France, Europe is moving full-speed ahead with its CHIPS Act. At stake is the future not just of European chip companies, but its entire high-tech industry. We caught up with Jean-Christophe Eloy, CEO of Yole Group, to get his assessment of the E.U.’s ambitious strategy.

Few would have predicted that 27 disparate European states could unite to forge a strategy for resurrecting the region’s semiconductor industry.

Qualcomm is Eating Mobileye’s Lunch

Featured, Truth & Consequences

A string of design wins in key areas like driver monitoring has Qualcomm leading and Mobileye sputtering.

Without CHIPS Act, Intel’s Gelsinger Would Delay Ohio Fabs

Breaking News, Featured

By George Leopold

With the fate of U.S. semiconductor manufacturing incentives hanging by a thread, Intel CEO Pat Gelsinger is staging a last-ditch campaign to salvage CHIPS Act funding while emphasizing aggressive European steps toward reviving Western chip production.

Mobileye CEO Amnon Shashua with Intel CEO Pat Gelsinger

Delayed Mobileye IPO May Mean Delayed Intel IDM 2.0

Breaking News, Featured

By Junko Yoshida

Intel Corp. is reportedly postponing its plan to take driver-assist developer Mobileye public. The IPO could still happen in 2022, but the chip giant isn’t saying when — and the uncertainty over Mobileye’s immediate future might delay Intel’s ambitious semiconductor manufacturing expansion plan, dubbed IDM 2.0.