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AI Hardware Startups Spoil for a Brawl

AI Hardware Startups Spoil for a Brawl

Why are we not seeing more consolidations or M&As among AI processor startups?
demand and supply balance

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.
Silicon Box Build

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 semiconductor policy reset

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?
Stellantis

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.
Journalist Adele Hars with her husband Emery Davis

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.
Silicon Box, a chiplet foundry, based in Sigapore

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.
Lisa Su, AMD CEO

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?
Zero Emission by 2050

Math Quiz: 2X Growth or 4X Carbon?

Has the semiconductor industry honestly embraced ‘sustainability’ to protect its bottom line?
2022 Cruise Impact Report

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.
rush to new technologies

Where Are AMD, Intel & Qualcomm in the Chiplet Rush?

Everyone wants chiplets to succeed. What’s still missing?
supply chain

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 and Wolfspeed sign a SiC wafer supply agreement.

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

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

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.
Curt Newport

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

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.
escalating US vs. China trade war

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 at Intel (left) and Jim Keller at Tenstorrent

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.