Gelsinger’s Systems Foundry Business Model

Gelsinger’s Systems Foundry Business Model G. Dan Hutcheson The Chip Insider® Gelsinger’s Systems Foundry Business Model: The Foundry/IDM model is dead. Long live the Foundry model. In the beginning, there was the IDM model. The world didn’t call it that at the time because there was no foundry
02Sep

All eyes are focused on 2023

All eyes are focused on 2023 Andrea Lati Order activity for semiconductor equipment continued to cool off, dropping by half a point to 83 degrees SOC Mobile, SOC Compute, and DAO are keeping the overall order activity in positive territory More than offsetting the weakness in Memory, SOC Consumer
29Aug

Editorial: MCUs Moving to RISC-V

Renesas has introduced the first embedded processor with a user-programmable RISC-V CPU. Chinese processors are already adopting RISC-V; more will follow in a direct challenge to Arm.
29Aug

Untether Boqueria Targets AI Lead

The startup’s unique at-memory architecture targets an eye-popping 30 teraflop/s per watt and 12,000 teraflops in a single card. The second-generation chip is due to sample in 1H23.
29Aug

Workforce Development Needs and New Export Controls.

Workforce Development Needs and New Export Controls. G. Dan Hutcheson The Chip Insider® Happenings, Comments, Questions & Answers: Chips and Chiplet Strategy - “Fast forward to tomorrow when those fabs are built. How are we going to fill them with people? America has the technology and capital to
26Aug