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AI Hardware Startups Spoil for a Brawl
Why are we not seeing more consolidations or M&As among AI processor startups?

Automakers & Chipmakers March Towards a New Clash of Interests
The end of the recent auto semiconductor supply shortages will test the durability of partnerships and alliances built over the last years by OEMs and their chip suppliers.

MeetKai Eyes on AI-Driven Digital Twin for Industrial Market
MeetKai, who claims an R&D head start in the new generation of AI models, well before ChatGPT has become so popular, now plans to converge AI and the metaverse focused on the industrial sector.

India’s Chip Policy Reset Will Alter Its Future
Can high levels of subsidy and a change of tack by government attract big names in the semiconductor industry to set up fabs in India?

Adjusting to New Normal in Auto Supply Chain
Stellantis has announced a new strategy to ensure supply-chain security. Here are details of what exactly it’s promising.

Adieu to Adele Hars (August 22, 1960 – July 23, 2023)
Journalist focused on microelectronics Adele Hars, contributor to The Ojo-Yoshida Report, passed away peacefully last Sunday in Paris.

Defying Doubters, Silicon Box Plans Chiplet Foundry
Silicon Box is a story of redemption, chutzpah, and conviction. For 30 years, Sehat Sutardja, his wife Weili Dai, along with Byung Joon (BJ) Han, have persevered in their dream of designing and producing the chip of tomorrow.

The Only Substitute for TSMC Right Now is TSMC
The so far futile search for a second foundry source for advanced semiconductor components is intensifying as chipmakers try to avoid future procurement challenges.

China: Irreplaceable Western Supply Chain ‘Frenemy’?
Geopolitical challenges between the West and China are impacting trade relations, worrying semiconductor executives. Will their overtures help get the warring parties talking?

Math Quiz: 2X Growth or 4X Carbon?
Has the semiconductor industry honestly embraced ‘sustainability’ to protect its bottom line?

Lies, Damn Lies, and AV Statistics
Cruise’s rapidly growing tally of driverless miles doesn’t prove that it is safer than a human driver. It proves that driving is safer at slower speeds.

Where Are AMD, Intel & Qualcomm in the Chiplet Rush?
Everyone wants chiplets to succeed. What’s still missing?

Yes, it is the Supply Chain, Ladies & Gents
Design engineers are waking up to the realization that their involvement is critical to finding better solutions to the electronics industry’s intractable demand-supply imbalances. How long will they stay interested in solving the riddles involved, though?

Renesas’ $2B Investment Will Keep on Giving
Paying billions of dollars for semiconductor component supplies is not new. Apple does it frequently. But $2 billion downpayment for 10 years of supplies breaks the mold. What is Renesas playing at and why did Wolfspeed say “Yes”?

Street Wars – Attack of the Cones
Why is the state of the robotaxi operation in San Francisco what it is today? There is neither consequence nor accountability when Cruise and Waymo block public transit and first responders.

Moving AI-Driven Data Between Tools and Fabs
As SEMI works on the Smart Data-AI initiative, Teradyne embraces “Open Architecture,” rolling out a real-time analytics product for testing that can cleanly interface with the rest of the design and manufacturing flow.

Podcast: OceanGate’s Submersible Design Was Deeply Flawed
Submersible expert and underwater salvage pioneer Curt Newport says OceanGate CEO Stockton Rush ignored safety protocols.

The Future of Chiplets
They might transform the industry – or they might become a niche. Chiplets will rise or fall on the strength of interconnect, known-good-die and architectural choices.

China-US Technology Cold War: Is Détente Still Possible?
China is striking back at the West for restricting its access to leading-edge semiconductor manufacturing equipment and AI chips. By imposing export license on the semiconductor raw materials it controls, the PRC is widening the battlegrounds of the Tech Cold War.

Jim Keller’s Journey from CPUs to CEO
‘Lone wolf’ is the popular image for renowned computer architects. But Keller is no loner, having gone from hands-on engineer to CEO at AI chip startup Tenstorrent.
Partner Content
Accelerating IoT Innovation with Pre-Certified Wi-Fi Modules
Irvind Ghai, vice president of Wi-Fi Solutions, Silicon Labs