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In the closing scene of Steven Spielberg’s Raiders of the Lost Ark (1981), the camera pulls back to reveal an enormous warehouse stacked with crates of artifacts hidden away by the US government.
One could imagine a similar warehouse in China today. The crates would hold a different kind of treasure – semiconductor production … Read More
The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More
– News that AMAT facing criminal charges for violating China sanctions
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RISC-V tends to generate excitement over the possibilities for the processor core, any custom instruction extensions, and its attached memory subsystem. Those are all necessary steps to obtaining system-level performance. But is that attention sufficient? Architects who have ventured into larger system-on-chip (SoC) … Read More
Quarterly reports from… Read More
I wrote previously that the debate over which CPU rules the world (Arm versus RISC-V) somewhat misses the forest for the trees in modern systems. This is nowhere more obvious that in intelligent audio and vision: smart doorbells, speakers, voice activated remotes, intelligent earbuds, automotive collision avoidance, self-parking,… Read More
Generative AI has time and again showcased its power to understand, predict, and explain a myriad of phenomena. Beyond its famed applications in art and text, it’s making ripples in the niche realm of hardware engineering. In this article, our exploration focuses on the potential of Generative AI to comprehend and predict… Read More
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The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival