Latest Blogs and Commentary
Was the 2021 chip shortage real?
Was the 2021 chip shortage real? G. Dan Hutcheson The Chip Insider® Summary: Was the 2021 chip shortage real? This is the story of how the COVID Pandemic morphed into a Shortage Fever Pandemic, as the pandemic led to a shortage which turned into a
TPUv4 Interconnect Cuts Cost, Power
Google employs optical interconnect when building a 4,096-node AI supercomputer featuring its TPUv4 accelerator chip. The result is much higher potential performance coupled with a sharp drop in carbon emissions.
Dimensity 9200 Gets a Boost
The Dimensity 9200+ is a midlife kicker for MediaTek’s flagship smartphone processor, offering 5–10% more CPU and graphics performance than the original 9200. The company also renamed its low-end 5G products.
Component Price Landscape: First-Quarter 2023 Report
TechInsights is pleased to present the findings of the first-quarter 2023 report on The Component Price Landscape (CPL). This report provides valuable insights into the current state of the global macroeconomy and the electronics industry.
Q1 2023: Uber Approaches Profitability, Lyft Struggles
Uber’s results reflect a clever strategy of hedging against weaknesses in driver recruitment and retention as well as weakness in demand. Lyft has turned to layoffs to compete with Uber almost exclusively on price.
Order Activity Continues to Cool
Order Activity Continues to Cool Shereen Vaux Order activity for semiconductor equipment slipped a degree to a cold 41°. All segments moved lower as end demand remains weak, resulting in a slower pace of inventory digestion. In the mobile market
Design Costs too high? What’s after Moore’s Law?
Design Costs too high? What’s after Moore’s Law? G. Dan Hutcheson The Chip Insider® Summary: Are Semiconductor Design Costs too high? Since the seventies, there have been two common themes about cost leading to the destruction of the semiconductor
Flex Logix Drops Chips, Sticks With IP
Flex Logix Drops Chips, Sticks With IP Flex Logix is changing its business model, opting to offer its InferX block as IP and ceasing chip-building operations. It’ll serve chipmakers requiring either AI inference or DSP capability. Bryon Moyer Flex
Google Discloses TPUv4 Details
Google Discloses TPUv4 Details Google’s TPUv4 excels at AI models employing embeddings owing to its sea of SparseCores that supplement its two main cores. Targeting inference, the TPUv4i has only a single larger core to reduce power. Joseph Byrne
Synaptics Katana Targets Edge AI
Synaptics has launched its AI-enabled Katana processor for battery-operated edge devices in the security, biometrics, and smart-appliance markets. The chip includes an Arm CPU with a Tensilica DSP and a custom neural-network accelerator.
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
Innoscience INN40W08 40 V Bi-Directional GaN
Gallium nitride (GaN) power semiconductor technology is disrupting the market in consumer electronics. This is a landmark moment in the success of wide bandgap technology and a further reputation boost to the reliability of a GaN device.
Order activity remains frigid
Order activity remains frigid Shereen Vaux Order activity for semiconductor equipment held at a cold 42°. SoC Mobile and SoC Digital Consumer continued to weaken. Subcon/Advanced Packaging hit a new low for the year as visibility remains low. Memory
China’s Semiconductor Strategy
China’s Semiconductor Strategy G. Dan Hutcheson The Chip Insider® Summary: China’s Secret Semiconductor Strategy & Tactics: As everyone knows, China’s public Semiconductor Strategy rests on Made in China 2025 and mil-civ fusion. The first was
Nordic, Silicon Labs Refresh Wireless SoCs
Nordic Semiconductor and Silicon Labs have updated their wireless multiprotocol SoCs for home and factory systems. Nordic improves the processing and radio, while Silicon Labs fills a package-size gap in its lineup.
TI Rolls Out Vision-Analysis Processors
Texas Instruments has launched Arm-based embedded processors for video analysis. They integrate the company’s proven C7x DSP and matrix unit to accelerate AI.
TechInsights' Semiconductor Analytics Report
TechInsights' Semiconductor Analytics Report
It’s Going to be a Cold and Rainy Spring
It’s Going to be a Cold and Rainy Spring Shereen Vaux Order activity for semiconductor equipment fell by another point, hitting a new record low for the year. All segments moved lower as sentiment continued to weaken. ASML delivered another strong