Huawei’s assertion that it could match TSMC in producing the world’s most advanced chips by 2031 reflects both technological ambition and geopolitical necessity. As one of China’s leading technology companies, Huawei has faced significant restrictions on access to advanced semiconductor technology due to U.S. export controls.… Read More
Tag: nvidia
The Wedding of the Year: Why AI Infrastructure Financing Is Becoming a Semiconductor Story
Every family has that one wedding where, halfway through the toasts, someone leans over and whispers “wait, who’s paying for all this?” This is that wedding. OpenAI and Broadcom are the happy couple. Apollo Global Management walked the bride down the aisle. Nvidia may have just stood up to offer a toast, a very… Read More
RISC-V and AI: The Architecture Shift Is Now
The semiconductor industry has experienced several defining transitions over the last three decades. We moved from single-core to multicore processors, from ASIC-centric designs to IP-based SoCs, and from monolithic integration to heterogeneous architectures. Today, another transition is underway, one that may ultimately… Read More
PowerArtist RTL Power Estimation Folds into Keysight
Back in the late 1990s, Sente launched a product called WattWatcher to estimate power from design RTL and simulation activity. This was revolutionary for its time since alternatives, while very accurate, only offered power analysis at the gate level. Gate-level analysis is great for fine-tuning power but is unhelpful for achieving… Read More
The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom
The explosive growth of artificial intelligence is transforming the semiconductor industry, and nowhere is this more evident than in the memory sector. AI training and inference workloads are fundamentally memory-intensive, driving unprecedented demand for advanced DRAM architectures, High Bandwidth Memory (HBM), and… Read More
TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
TSMC, the world’s largest contract semiconductor manufacturer, is significantly expanding its deployment of NVIDIA artificial intelligence and accelerated computing technologies throughout its chip design and manufacturing operations. The initiative represents one of the most comprehensive applications of AI within… Read More
Re-Spins Get You Fired, Says Intel CEO Lip-Bu Tan
Intel CEO Lip-Bu Tan’s statement that “re-spins get you fired” reflects the enormous pressure facing semiconductor companies as chip complexity, manufacturing costs, and competitive demands continue to rise. In the semiconductor industry, a “re-spin” occurs when a chip design must be revised and manufactured again because… Read More
Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day
Stephen Russell: Senior Technical Fellow, TechInsights
Every April, Earth Day prompts a flurry of corporate sustainability pledges and green-tinted press releases. But for the semiconductor industry in 2026, the conversation has moved well past pledges. Carbon accountability is now a procurement requirement, a regulatory… Read More
TSMC Technology Symposium 2026 Overview
Yes, it is that time of year again, the 2026 TSMC Technology Symposium kick-off event in Silicon Valley. TSMC has never been in a better position to forecast the future of semiconductor technology and the industry itself. TSMC closely collaborates with the top semiconductor companies around the world and the top players in the … Read More
Webinar: HDI Design Workflow: From Decisions to Fabrication
Ensure fabrication success with proven HDI design techniques and real-world tools.
Overview:
As AI accelerators and edge compute modules push PCB densities to their physical limits, HDI design has become the defining skill separating production-ready boards from layouts that fail at fabrication. This webinar walks through
