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 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 demand trends continue to point downwards. On a

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 industry. One was the cost of a wafer fab and the

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 Logix is changing its business model from selling AI

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 Flowers are a sign of spring, and Google’s TPUv4

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

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.