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Arm ecosystem

Will Arm Risk RISC-V?

Andes Technology fully embraced the open-source ISA as part of its IPO strategy. Arm now faces the same choice.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Tesla’s door lock problem, Intel meets Samsung, Gravity Batteries
Renesas Kofu fab

Renesas Looks to Resurrect Chip Production in Japan

Shuttered fab will reopen to manufacture power electronics devices on 300mm wafers.
Podcast with Bola and Junko, Mike Feibus as a guest

Podcast: Why Buy a Stake in Arm?

Qualcomm’s CEO wants to keep Arm neutral. Can he get buy-in from other chip makers?
EU chips plan supply chains

EU Chips Act: What to Chase, What to Ignore?

A completely independent European semiconductor industry that can guarantee supply security is a pipe dream. No one country or region can disengage from the ecosystem.

Chips Act: Europe’s Ambitious R&D Agenda

Continent’s premier research organizations will jointly oversee four pilot lines as part of the EU’s semiconductor initiative.
FD-SOI fully depleted silicon on insulator

What’s FD-SOI, and Why Does Europe Want a New One?

The EU is betting big on the technology’s ability to meld low-power or RF circuitry with advanced digital chips.
EU Chips Act strategy

The EU Has a Chip Plan. Can it Execute?

Yole analyst Jean-Christophe Eloy offers an inside look at Europe’s semiconductor strategy.
homophobic encryption developed by Cornami

Startup Aims to Build the First ‘Unhackable’ Encryption System

Cornami promises homomorphic solution based on a chip and software within two years.
Ojo-Yoshida Report icon Orange

What Caught Our Eye This Week

Intel MIA at Computex, NXP Driving Foxconn, China Maintains Solar Stranglehold, GM Stacks Battery Modules
EU chips

Targeted Chips Act Puts Europe Back in the Race

Europe’s semiconductor initiative would fund domestic projects while courting international partners.
semiconductor industry forecasts

$1 Trillion by 2030 but First … A Downturn?

Chip industry analysts foresee a slump, possibly severe, in 2023, throwing capex planning into disarray.
speech recognition device

AON: ‘Edge AI’ Done Right 

Startup’s processor leverages artificial intelligence to solve application-specific problems of voice and sound.
AI singularity isn't happening consciousness

Why Our Machines Will Never Be as Smart as We Are

Consciousness is an ineffable, primal awareness of our internal states. Computers will never have it.
TSMC investment in EU under European Chips Act

TSMC in the Running for European Chips Act Funding

Proposed fabs are seen as a way of reviving the EU’s chip manufacturing ecosystem.
China R&D spending

China Seen Outspending U.S. in R&D by 2025

U.S. still leads thanks to corporate investment, but China is poised to become the world’s top funder of science and technology research.
Inside ST's Fab

ST Doubles Down on Internal Chip Production

A strong IDM model is seen as key to explosive revenue growth in an era of industrywide component shortages.
Two cars accident

PreAct Going Close-Up to Cut Lidar Cost

Startup eyes $45 bill of materials for near-field devices that foretell collisions.
MEMS microspeaker for hearables, wearables Bosch Asioso

MEMS Microspeakers Target ‘Smart’ Hearables

Bosch’s acquisition of Arioso Systems signals the next round of MEMS technology innovation.
George, Junko, Bola talk to Tu Le

Podcast: China’s EV/AV Sectors on a Roll

Tu Le of Sino Auto Insights steers us through the nascent mobility sectors and considers potential potholes like future overcapacity.