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| Global server shipment forecast adjusted down |
2/3/2023 |
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The four major North American cloud service providers (CSPs) have scaled back their server procurement quantities for 2023 and could make further downward corrections in the future. Meta is the leader among the four in terms of server demand reduction, followed by Microsoft, Google, and AWS.
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| Transitions to smaller nodes are a major stumbling block for analog design |
2/3/2023 |
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One of the key challenges that semiconductor engineers face when analyzing their solutions, however, revolves around how much analog designs can shrink when moving from one chip manufacturing process node to another. In other words, there are certain analog building blocks that don’t scale adequately to smaller IC manufacturing nodes.
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| Renesas Gate Driver IC Targeted at EV Inverters |
2/2/2023 |
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Gate driver ICs are essential components to EV inverters, providing an interface between the inverter control MCU and the IGBTs and SiC MOSFETs that deliver power to the inverter. They receive control signals from the MCU in the low-voltage domain and transfer these signals to rapidly turn power devices on and off in the high-voltage domain.
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| AMD realizes profit in the midst of PC downturn |
2/2/2023 |
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Advanced Micro Devices reported a slight net profit in the fourth quarter, with strong performance in data centers but weakening sales of chips for game graphics and consumer PCs.
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| Arm has confirmed leadership in processor IP |
2/2/2023 |
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Arm has reinforced its leadership in the processor IP market by winning three awards at the recent EE Awards Asia: Best IP/Processor of the Year, Most Topical Product and Technology, and Featured IoT Chip Supplier.
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| STMicroelectronics Launches MCU Edge-AI Developer Cloud |
2/1/2023 |
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“Our goal is to deliver the best hardware, software, and services to meet the challenges faced by embedded developers and data scientists so that they can develop their edge AI application faster and with less hassle,”
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| SIA Said: Sanctions on China may disrupt US microchip industry |
1/31/2023 |
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After the U.S. government imposed strict sanctions against Chinese chip and supercomputer sectors, various semiconductor companies lost some $240 billion of stock value nearly overnight. Among those who suffered are various companies, including developers of electronics design automation (EDA) tools, chip designers, wafer fab equipment (WFE) producers, and chipmakers themselves.
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| Gobal PC shipments down 27.8% in Q4.2022 |
1/31/2023 |
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At 286 million units, the total PC shipments for 2022 also reflect a muted global PC demand with four consecutive quarters of YoY shipment declines. Counterpoint Research is not expecting a decent rebound in 1H 2023.
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| India Should Focus on Trailing Nodes |
1/31/2023 |
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Synaptics' Michael Hurlston says rather than chasing advanced nodes, India should focus on trailing nodes "because that is where there is a capacity crunch."
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| Japan, Dutch Back China Chip Controls |
1/28/2023 |
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Japan and the Netherlands are poised to join the US in limiting China’s access to advanced semiconductor machinery, forging a powerful alliance that will undercut Beijing’s ambitions to build its own domestic chip capabilities, according to people familiar with the negotiations.
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