Our guest this week is Mike Feibus, president and principal analyst of Feibus Tech. Mike is also a member of the Ojo-Yoshida Report‘s editorial advisory board.
We invited Mike back to discuss a proposed consortium of chip companies buying a stake in Arm. The idea was floated by Qualcomm CEO Christiano Amon in a recent interview with the Financial Times.
Read More »Podcast: Why Buy a Stake in Arm?
By Bolaji Ojo
What’s at stake?
The Chips Act and a related AI initiative are worthy starting points. Now Europe must undertake a deeper, strategic review of imbalances in the supply chain and the continent’s potential exposure to pressure from other regions.
What’s at stake?
Europe is no longer content to be a niche player in the global microelectronics industry. Instead of remaining focused only on established strengths (i.e. MEMS, sensors and power electronics), Europe has awakened to the significance of manufacturing. Three elite microelectronics research institutes aim to help actualize the EU’s new industrial policy.
By Ron Wilson
What’s at stake?
Fully depleted silicon-on-insulator solves the problem of leakage for chip makers, but the technology lags behind more-traditional FinFET processes. Now, the EU is banking on a new spin of FD-SOI as its ticket to sophisticated, next-generation ICs.
What’s at stake?
Details of Europe’s semiconductor strategy are being debated. The keys to success are maintaining and expanding the current chip ecosystem while laying the groundwork to leverage advanced manufacturing nodes.
By Bolaji Ojo
A breakthrough appears imminent in the search for fully homomorphic encryption, which could put an end to the data security nightmare companies and governments face. Will Cornami be the startup to deliver this important innovation?
Read More »Startup Aims to Build the First ‘Unhackable’ Encryption System
What’s at stake?
American and European policymakers are united in their efforts to begin moving chip manufacturing back from East Asia. The trick is targeting financial incentives to yield humming production lines, well-paying jobs, supply-chain security and strategic partnerships with growth industries. The European approach, which will hand industry a roadmap along with a check, appears more likely to succeed.
By Bolaji Ojo
What’s at stake?
Semiconductor manufacturers have based their capex budgets and fabrication capacity commitments on projections the market will nearly double by the end of the decade. A downturn by 2023 could undermine those plans.
What’s at stake?
“Edge AI” is the latest trend to sweep the Internet of Things (IoT), embedded and AI markets, lending urgency to the need to examine how one edge AI approach differs from another. A startup called AONDevices is taking a pragmatic path with an ASIC that excels in power consumption, processing power and recognition accuracy.
By Girish Mhatre
What’s at stake?
Some foresee the advent of a maliciously motivated superintelligence. Don’t worry – it’s not going to happen. Strong AI is a myth.
