U.S. Takes Strategic Step to Onshore Electronics Manufacturing
posted on January 09, 2021 11:05
Late last week, the U.S. Congress passed the annual policy law that guides the U.S. Defense Department. Tucked away inside the National Defense Authorization Act of 2021 (NDAA) are provisions that supporters hope will lead to a resurgence in chip manufacturing in the United States.
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5G to fuel semiconductor demand
posted on January 09, 2021 11:04
Unfavorable macro conditions, including the US-China trade war and COVID-19, have been slowing down 5G deployments across the globe, but 5G will still play a crucial role in driving growth in the semiconductor market, according to industry sources.
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Fabless IC Makers Hot, IDMs Not So Much
posted on January 09, 2021 11:03
Fabless chip company sales continued their steady climb over the last year, setting a new record in 2020, according to IC Insights, which also reported sluggish sales growth over the last 12 months for integrated device manufacturers (IDMs).
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Global semiconductor sales continue growth, says SIA
posted on January 09, 2021 11:02
Worldwide sales of semiconductors reached US$39.4 billion for the month of November 2020, up 7% on year and 1.1% sequentially, according to SIA.
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2021 Watch List
posted on January 09, 2021 11:01
The end of the year is often a time of celebration but almost always one of emotion. From resolutions for the year about to launch to regrets on a year that has past, we mostly look to end the current year quickly. The demise of 2020 is causing the scribbling down of my thoughts on the year ahead more rushed.
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Why Car? Here’s What We Think Apple Wants from ‘iCar
posted on December 31, 2020 05:05
According to a report from Reuters, Apple is targeting production of a passenger car starting in 2024. Rumors of the “iCar”, also known as Project Titan, have been circulating and recirculating for years, but its time may have finally come. Let’s look at that idea in more detail.
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A Glimpse of IEDM 2020
posted on December 31, 2020 04:04
The IEDM conference always has a great display of leading-edge technology in the papers, but I always find a great balance of research and development projects, leading-edge, and mainstream technologies at the conference. Over the years, I focused primarily on leading-edge technologies in both mainstream memory and logic, to help determine forecasts, and to help my clients understand what technologies might be coming down the road that they should either prepare for or have a development project already in place.
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Variation Threat In Advanced Nodes, Packages Grows
posted on December 31, 2020 03:03
Variation is becoming a much bigger and more complex problem for chipmakers as they push to the next process nodes or into increasingly dense advanced packages, raising concerns about the functionality and reliability of individual devices, and even entire systems.
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Looming 'chip super-cycle' to hike prices benefiting Samsung, SK
posted on December 31, 2020 02:02
With the stay-at-home lifestyle now established throughout the world as people seek shelter from the COVID-19 pandemic, Korea's foundry and memory chip businesses are seeing explosive chip demand, industry analysts said Tuesday.
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Chip giants Intel and Nvidia face new threats from Amazon to Google to Apple
posted on December 31, 2020 01:01
The world’s largest semiconductor companies face a growing competitive threat: their biggest customers making their own chips tailored to the supercharged areas of cloud-computing and artificial intelligence.
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