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Webinar - Memory Process and Integration Challenges: DRAM & NAND

In this Memory webinar, Dr. Jeongdong Choe will overview and discuss the latest memory technology trends and challenges, focusing on DRAM and NAND devices. Register today!

06Jul

Foundry & IDM Capital Expenditures 2Q2022

Foundry & IDM Capital Expenditures 2Q2022 Shereen Vaux 2022 will be another record setting year for CapEx. Advanced Logic and Foundry will surpass the $100B mark in 2022 as chipmakers expand aggressively across all nodes. Discrete, Analog, & Other

23Jun

Correctly Understanding the Intel 4 Scaling Value

Intel recently presented their Intel 4 process innovation at the 2022 VLSI Symposium. They shared quite a bit of information about the new process, as they have done with nodes previously before products were released.

23Jun

HANMI- 10 BEST Korean Chip Equipment Supplier

HANMI- 10 BEST Korean Chip Equipment Supplier HANMI is awarded 10 BEST and THE BEST awards

23Jun

Reverse Engineering the first Silicon-Oxygen Anode battery-based Smartphone

As part of the TechInsights Li-Ion Battery Essentials subscription, we had the opportunity to reverse engineer the Amperex BM55 battery pack found in the Xiaomi Mi 11 Ultra. Xiaomi claims this is the first smartphone to use a Silicon Oxygen Anode based battery.

22Jun

TechInsights' Semiconductor Analytics Report

22Jun

Webinar: Practical Implementations of Advanced Silicon-based Anode Technology

This webinar discusses the practical implementations of advanced silicon anode technology from Panasonic/Tesla (NCR 21700 cell), ATL (BM55 from the Xiaomi Mi 11 phone) and Sila Technologies (Whoop 4.0 fitness tracker). The session will provide imagery and analysis comparing these industry leaders' anode structures and materials.

21Jun

DRAM Scaling Trend and Beyond

When it comes to DRAM cell scaling, we refer to the cell pitch trends from Samsung, SK Hynix, and Micron DRAM products, including active, WL, and BL pitches.

21Jun

It's cooling off but orders are still humming along

It's cooling off but orders are still humming along Andrea Lati Order activity for semiconductor equipment fell nearly three points in the third week of June, slipping below the 100-degree mark for the first time this year The recent declines are

21Jun

FormFactor- Triple Crown & Top Focused Supplier

FormFactor- Triple Crown & Top Focused Supplier FormFactor takes 10 BEST Supplier Award

21Jun

Cortex-M85 Is Fastest MCU Core

The superscalar Cortex-M85 is Arm’s fastest core for standalone microcontrollers and MCU-like subsystems. A vector unit helps it excel at AI.

20Jun

Silicon Labs Adds AI To MCUs

Silicon Labs has added a small deep-learning accelerator to its newest wireless microcontrollers, reducing the power required for inference of tiny AI models.

20Jun

Editorial: It's Getting Hot In Here

Server processors, AI accelerators, and switch chips are consuming more power and generating more heat, some as much as 950W. Data centers must change to accommodate these hot chips.

20Jun

SemiWEEK: Memory Lithography and Product Strategy. Consistent Development Cadence results from solid Probability Management; EV Group’s Tenth Consecutive Triple Crown Win; Stocks plunged

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

17Jun

Chiplets a new design methodology?

Chiplets a new design methodology? G. Dan Hutcheson The Chip Insider® Are Chiplets a new design methodology? There’s been a great marketing war over nomenclature ownership ever since the industry recognized the future after monolithic SoCs is

17Jun

The highest growing packaging segments were LGA and QFN followed by CSP/WLP in 2021

The highest growing packaging segments were LGA and QFN followed by CSP/WLP in 2021 ForecastPro Updates included are the following: ForecastPro: Packaging Demand – v22.06 TechInsights' packaging survey found a continuing shift towards leadless

15Jun

KOKUSAI ELECTRIC- Customers Award Triple Crown

KOKUSAI ELECTRIC is awarded 10 BEST and THE BEST awards

15Jun

TechInsights' Semiconductor Analytics Report

15Jun

Technoprobe- 5th Year as #1 Probe Card Supplier

Technoprobe- 5th Year as #1 Probe Card Supplier Technoprobe awarded RANKED 1st Supplier in Test Subsystems

14Jun

Temperatures are cooling as more clouds roll in

Temperatures are cooling as more clouds roll in Andrea Lati Order activity for semiconductor equipment tumbled nearly seven points in the second week of June as caution abounds among chipmakers All segments turned lower with Memory recording the

14Jun

Global Fab Equipment Spending Expected to Reach Record $109 Billion in 2022, SEMI Reports

Global Fab Equipment Spending Expected to Reach Record $109 Billion in 2022, SEMI Reports MILPITAS, Calif. — June 13, 2022 — Global fab equipment spending for front-end facilities is expected to increase 20% year-over-year (YOY) to an all-time high

13Jun

Auto Ethernet Goes Multi-Gigabit

Broadcom and Marvell now offer automotive Ethernet switch chips capable of 55Gbps and 37Gbps. Usable in both zonal and domain architectures, they support the move to automotive Ethernet and its rising bandwidths.

13Jun

Tachyum Targets Petaflop/s

The startup is close to taping out its “universal” processor, branded Prodigy, which aims to deliver industry-leading performance on server, supercomputer, and AI workloads.

13Jun

Snapdragon 7 Gen 1 Adopts Arm V9

The CPU performance of Qualcomm’s mid-premium smartphone processor is similar to last year’s, but its capabilities in total make for a substantial upgrade.

13Jun

Memory Lithography and Product Strategy. Consistent Development Cadence with Probability Management.

Memory Lithography and Product Strategy. Consistent Development Cadence with Probability Management. G. Dan Hutcheson The Chip Insider® Memory Lithography and Product Strategy: Micron recently announced that it was jumping back into EUV with plans to

10Jun

We will see a clear scaling trend delay in Logic 3nm?

TechInsights has added the most recent data from our Digital Floorplan Analysis and TechInsights' speculation for TSMC N3 technology that we expect to see in the next 18 months.

10Jun

SemiWEEK: Inflation – Why it’s good for Semiconductors; Plasma-Therm The Top Etch & Clean Supplier in the TechInsights Customer Satisfaction Survey; Stocks sunk

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

10Jun

eBook: 2022 and Beyond for Memory Technology

This e-book dives into memory technology developments, trends, and upcoming challenges.

09Jun

EVG- Tenth Consecutive Triple Crown Win

EVG- Tenth Consecutive Triple Crown Win EV Group Awarded 10 BEST Supplier

08Jun

TechInsights' Semiconductor Analytics Report

08Jun

Intelligent Sensing for Better and Smarter Living – MEMS & Imaging Sensors Summit Returns to Grenoble

Intelligent Sensing for Better and Smarter Living – MEMS & Imaging Sensors Summit Returns to Grenoble GRENOBLE, France – June 7, 2022 – With MEMS and imaging sensor innovations driving an explosion in medical, mobility, communications and other Smart

07Jun

Plasma-Therm: The Top Etch & Clean Supplier

Plasma-Therm: The Top Etch & Clean Supplier Plasma-Therm ranks as 10 BEST Focused Chip Making Supplier

07Jun

All eyes are focused on 2023

All eyes are focused on 2023 Andrea Lati Order activity for semiconductor equipment resumed its decline, slipping 1.1 points in the first week of June Despite the pullback, order activity remains robust and is pointing to continued expansion ahead

07Jun

Habana Gaudi2 Triples Performance

The latest chip from the Intel subsidiary offers a big performance jump from the initial Gaudi, putting it into the same class as Nvidia’s new Hopper GPU.

06Jun

Recogni Delivers One Petaop/s

The startup’s initial AI accelerator can process four streams of 4K video while using less than 25W. A novel approach to math and weight compression help keep the die size small.

06Jun

WI-FI 7 AP Chips Coming Next Year

Next-generation Wi Fi 7 is on the horizon, and the leading wireless-LAN chipmakers—Broadcom, MediaTek, and Qualcomm—are already sampling new access-point chipsets for production next year.

06Jun

Global Semiconductor Sales Increase 21.1% Year-to-Year, 0.7% Month-to-Month in April

Global Semiconductor Sales Increase 21.1% Year-to-Year, 0.7% Month-to-Month in April Sales into the Americas increase 40.9% year-to-year to lead all regional markets WASHINGTON—June 6, 2022—The Semiconductor Industry Association (SIA) today announced

06Jun

SIA News Roundup

Sen. Mark Warner, Semiconductor Industry Execs Meet to Discuss Strengthening Domestic Chip Research, Design, Manufacturing

03Jun

Inflation – Why it’s good for Semiconductors

Inflation – Why it’s good for Semiconductors G. Dan Hutcheson The Chip Insider® Price inflation is something one hears about almost every day. Running in the high single-digit range in most large countries, its impact reverberates up and down the

03Jun

Strong demand coupled with rising ASPs will propel semiconductor sales past $678B in 2022

Strong demand coupled with rising ASPs will propel semiconductor sales past $678B in 2022 ForecastPro Updates included are the following: ForecastPro: Semiconductor Forecast – v22.06 CAPEX Forecast – v22.06 Semiconductor sales are expected to

03Jun

SemiWEEK: Manish Bhatia Fireside Chat. Becoming Great: Micron; Advantest five star ATE supplier in the TechInsights Customer Satisfaction Survey; Stocks were flat

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

03Jun

Probe Card Market hit $2.5B in 2021

Probe Card Market hit $2.5B in 2021 Ha Pham 2021 was another great year for the Probe Card market with sales hitting $2.5B. Foundry and IDM Logic drove most of the gains thanks to a soaring demand, especially at the leading-edge nodes. The Top 10

02Jun

PowerUp Expo 2022

TechInsights presents @ PowerUp Expo 2022, June 28-30 Virtual Conference & Exhibition

02Jun

Thank you

Thank you for registering for the webinar. You will receive an email with a link confirming your seat to the webinar shortly. If you are having troubles with your registration link, please contact us. Leading the world in microelectronics reverse

01Jun

TechInsights' Semiconductor Analytics Report

01Jun

Advantest Five Star ATE Supplier

Advantest five star ATE supplier Advantest Awarded RANKED 1st 10 BEST Supplier

01Jun

Companies Are Hacking Their Way Around the Chip Shortage

The supply chain issues have no end in sight, so manufacturers are being forced to improvise.

01Jun

TechInsights @ IPBC Global 2022 – Intellectual Property Conference (June 12 -14)

31May

THE HIGHEST- RATED SUPPLIERS OF TEST CONNECTIVITY SYSTEMS ⃰ - PROBE CARD SUPPLIERS

Technoprobe, FormFactor, and Nidec SV TCL earn 5 Stars by customers as the 2022 Highest-Rated Test Connectivity Suppliers in the TechInsights Customer Satisfaction Survey.

31May

It's hot and humid but distant clouds threaten the upturn

It's hot and humid but distant clouds threaten the upturn Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the last week of May Equipment demand remains red hot and is not showing any signs of abating anytime

31May

Dimensity 1050 Adds Millimeter-Wave 5G

MediaTek’s first smartphone processor to support the highest cellular bands targets mmWave operators in the US and Japan. In addition, the Dimensity 930 upgrades midrange sub-6GHz phones.

30May

Helio G99: The Final 4G Processor?

MediaTek released a 6nm shrink of the Helio G96, reducing cost and extending battery life. The G99 product number signals it may be the company’s final LTE processor.

30May

Mediatek's Genio Is Out of The Bottle

MediaTek has created a new brand for its embedded application processors. The family includes older rebranded chips but introduces a new flagship model, the Genio 1200, for AI IoT applications.

30May

SemiWEEK: It’s red hot out there despite growing concerns about the economic outlook; Stocks jumped

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

27May

Linley Spring Processor Conference 2022 Proceedings

Presentations address processors and IP cores for AI applications, embedded, data-center, automotive, and server designs. Linley Gwennap, principal analyst, TechInsights, opened the conference with an overview of the latest market, technologies, equipment-design, and silicon trends. Also featured, was a keynote from another industry leader.

25May

It’s red hot out there despite growing concerns about the economic outlook

It’s red hot out there despite growing concerns about the economic outlook Andrea Lati Order activity for semiconductor equipment declined a mere 0.2 points in the third week of May Despite the pullback in the last couple of months, overall activity

25May

Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022

Foundries will be the biggest segment for WFE sales for the fourth consecutive year in 2022 WFE Forecast Updates included are the following: Equipment Database: WFE by Application – v22.05 2021 was a great year for WFE sales in Foundry and Memory

24May

Webinar: mmWave Antenna Module Implementation Considerations for 5G Smartphones

TechInsights’ Radu Trandafir takes a closer look at the three mmWave antenna modules used by Apple in the iPhone 12/13 which mark an interesting departure from the “traditional” Qualcomm-based architecture at the implementation level.

24May

TimberAI Scales Down an Octave

Expedera’s new licensable deep-learning accelerator (DLA) performs simple neural networks for audio processing in a tiny engine that draws less than one milliwatt.

23May

SemiWEEK: SPIE, Hi-NA EUV, Digital Twins, Dry Resist, and the LAP and Memory CapEx Discrepancy; 10 BEST and THE BEST Suppliers of 2022; Stocks were mixed

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

20May

Computer chip giant ASML places big bets on a tiny future

ASML’s $400 million machine for next-generation chips is a high-stakes gamble. TechInsights’ Dan Hutcheson weighs in on this potential game-changer.

20May

AMD Adds ZEN 3 To Premium Chromebooks

AMD has expanded its Chromebook-processor lineup with four products based on the Barcelo design, including the top-of-the-line Ryzen 7 5825C, that target systems priced at $600 or more.

20May

Alder Lake-HX Maxes Laptop Performance

Intel’s Core i9-12900HX sets performance records for laptop PCs, offering two extra “performance” cores at up to 5.0GHz for the most-demanding mobile gamers and professionals.

20May

10 BEST Semiconductor Equipment Supplier Rankings for 2022

Advantest, ASML, FormFactor, Plasma-Therm, and EV Group earn 5 Star Ratings in the 2022 10 BEST Suppliers

18May

The second half is looking solid despite macro concerns

The second half is looking solid despite macro concerns Andrea Lati Order activity for semiconductor equipment held steady at a hot 110 degrees in the second week of May All segments ended the week flat, except for Memory which slipped to a new low

18May

THE BEST Semiconductor Equipment Suppliers of 2022

Take a look into what THE BEST suppliers of 2022 are best at, and their ratings.

18May

TechInsights' Semiconductor Analytics Report

18May

D-Matrix Transforms SRAMS For AI

The AI-processor startup has emerged from stealth mode with a chiplet-based inference engine that employs digital in-memory computing (IMC) to run Transformer models like those in Bert and GPT-3.

13May

Intel Blockscale Boosts Mining Profit

Intel has introduced a new bitcoin-mining ASIC that competes respectably where the original test chip didn’t. The company will sell the chip directly rather than building its own system for sale.

13May

Versal Adds AI To Premium Line

AMD has added two new FPGA products to its Versal Premium line. They combine AI engines to accelerate neural networks along with plenty of programmable logic and DSP blocks for signal processing.

13May

SemiWEEK: Inflation infecting semiconductors. SPIE 2022; Stocks were mixed

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

13May

Samsung SmartTag+ & Apple AirTag: An Ultra-Wide-Band Device Comparison

Like Bluetooth, the UWB is a short-range, low-power, radio-based communication technology whose primary purpose is for location discovery and device ranging. However, UWB offers a multitude of different functions, such as fast and reliable file-sharing features and secure transactions.

12May

TechInsights' Semiconductor Analytics Report

11May

TechInsights' Critical Sub-System Driving Forces

10May

Still hot and green but clouds loom...

10May

Chip Vendors Help Power Up 6GHz

Broadcom and Qualcomm will support a new automated-frequency-coordination (AFC) system to allow Wi-Fi and unlicensed 5G devices to use higher power in the 6GHz band, increasing performance and range.

09May

Intel GNA Engine Adds Vision

The Gaussian and Neural Accelerator supports always-on audio and vision workloads, reducing power and adding security. It appears on Intel PC processors, other chips, and the Clover Falls add-on chip.

09May

AMD Ships 3D V-Cache Processors

The Ryzen 7 5800X3D PC processor and Milan X server processor use TSMC’s chip-on-wafer (CoW) technology to stack more cache on the compute die, improving game and HPC performance.

09May

TechInsights' Semiconductor Equipment Report

06May

TechInsights' Semiconductor Analytics Report

05May

It's hot but distant clouds threaten the upturn

03May

AMD Adds DPUs With Pensando Buy

By acquiring Pensando, AMD will instantly offer DPUs alongside its CPUs and GPUs. Although it principally sells smart NICs, the startup recently announced a design win for its 7nm second-generation chip.

02May

GF Fotonix Unites CMOS, Photonics

The new GlobalFoundries process combines photonic and digital components on a single 45nm chip. The primary application is data-center communications, but lidar and computing will benefit as well.

02May

Fewer Find 3nm Worth the Wait

TSMC and Samsung have suffered lengthy delays in their 3nm processes, and the gain in density and other characteristics is smaller than in previous nodes. Intel says its future nodes are on schedule.

02May

The EPC 2152 – A Fully Integrated GaN Half-Bridge IC

TechInsights comments on what the main reasons for this integration are, other innovations throughout the GaN die, and how there is not a ‘one size fits all’ approach in regard to power semiconductor devices.

02May

SemiWEEK: SEMI ISS Takeaways Continued; Supply-chain clouds are still hanging over the industry; Stocks were mixed

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

29Apr

Pat Gelsinger Takes us on a Trip Down Memory Lane – and a Look Ahead

Dick James, a Senior Fellow and Technology Analyst with TechInsights, entered the semiconductor industry in 1970, working for Philips Semiconductor. In this blog, he presents a retrospective of gate technology, ranging from 1971’s 10-micron design rules (!) through to the more modern 5-nanometer.

26Apr

TetraMem Touts In-Memory DLA

The Silicon Valley startup uses a new type of memristor to perform analog math for deep-learning acceleration. It provides nonvolatile storage and performs low-power AI computations.

25Apr

Sakura Debuts for Edge AI

EdgeCortix launched its first edge-AI inference chip by hardening its DNA IP, delivering low latency and high power efficiency for applications that fit into 5W to 20W.

25Apr

Synopsys NPX6 Expands AI Options

The new deep-learning accelerator (DLA) can scale to more than 2,000 TOPS, providing a licensable core for applications such as autonomous driving and natural-language processing.

25Apr

SemiWEEK: SEMI ISS, Anne Kelleher, Moore’s Law; Stocks were mixed

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

22Apr

Main and Periscope Camera Trends at Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp

If you want to understand the progress of competitors and the recent situation of the market, this presentation reviews selected structural and feature highlights of Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp cameras, focusing on main & ultrawide cameras, and the periscope camera trends.

22Apr

Linley Spring Processor Conference 2022

For more than a decade, The Linley Group has delivered the industry’s premier processor conferences. This year, the Linley Spring Processor Conference will return to Santa Clara on April 20-21, 2022 with a new hybrid format; if you can’t attend in person, you can tune in to our virtual livestream.

20Apr

Spring orders are flitting like butterflies but 2H22 is becoming blurry

Semiconductor Equipment Weather Report

20Apr

Chip demand cooling

TechInsights' Semiconductor Analytics Report

20Apr

Sony Xperia 5 III uses a periscope camera with two Zoom settings

The Package channel continued building its periscope camera report database with a look inside the Sony Xperia 5 III smartphone. Notably, this is the first periscope camera TechInsights has examined that has a variable zoom; the magnification of the camera has two zoom settings.

18Apr

Nvidia Orin Appears in MLPerf

The newest set of MLPerf Inference results showcase the same old vendors; almost all the data-center and edge accelerators came from Nvidia and Qualcomm. Orin was the notable newcomer.

18Apr

Alchemist Turns Intel Into GPU Vendor

Intel’s new Arc products are its first significant discrete GPUs, using competitive performance and hardware ray tracing to bring new competition to laptop-PC graphics cards.

18Apr

Editorial: Where’s the AI Competition?

The dominant AI-chip vendor, Nvidia has raised the bar with its new Hopper and Orin accelerators. Startups, hyperscalers, and large chip vendors try to compete with the company but keep falling short.

18Apr

SEMI ISS, Anne Kelleher, Moore's Law

SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe

15Apr

SemiWEEK: Inflation is the new pandemic; Stocks fell

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

15Apr

China and Russia down

China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13

13Apr

It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles

It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles Andrea Lati The Chip Insider® Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April Despite the recent

13Apr

Reticle sales are expected to surge 18% in 2022

ForecastPro

11Apr

Nvidia Reveals 51Tbps Ethernet Switch

Due to sample late this year, Spectrum-4 will quadruple the bandwidth of Spectrum-3 by both doubling per-lane speed to 100Gbps and doubling the number of serdes lanes to 512, yielding 51.2Tbps.

11Apr

Merging Memory and Compute

Near-memory and in-memory compute are techniques for reducing computing power—especially for AI. But they mean different things to different companies. Understanding the differences is important for understanding how some AI chips work.

11Apr

Nvidia Hopper Leaps Ahead

The next-generation AI architecture powers the H100 card and DGX-H100 system. The 700W flagship card triples peak performance over Ampere while adding FP8 support for more-efficient training.

11Apr

Memory Components in Your Smartphones

Jeongdong Choe, TechInsight's Senior SME on Technology, compares China, Apple, and Samsung’s memory and storage components.

11Apr

Inflation Is the New Pandemic

Strategy and Tactics: Inflation is the new pandemic

08Apr

SemiWEEK: Why Governments Became So Concerned About Semiconductor Self-Sufficiency; Stocks Plunged

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

08Apr

TechInsights partners with Cipher

TechInsights partners with Cipher to harness ML to leverage patent intelligence to reveal insight about the future direction of the Semiconductor industry

08Apr

DRAM Sales on Track to Hit $111B in '22

TechInsights' Semiconductor Analytics report

06Apr

All Eyes Are Focused on the Supply Chain

Semiconductor Equipment Weather Report

06Apr

Linley Spring Processor Conference Features the Latest Breakthroughs in AI Silicon and Applications

TechInsights’ Linley Processor Conference – the industry’s premier technical event for microprocessors – returns this year, beginning this month with a must-see lineup of presentations revolving around the future of artificial intelligence.

05Apr

Agilex Dials M for Memory

Intel announced its first Agilex to copackage DRAM, sporting a pair of HBM2e stacks that deliver up to 32GB. It’s also using the Intel 7 process to further cut power dissipation.

05Apr

Renesas Refocuses on Enhanced ADAS

The R-Car V4H is a new automotive system-on-chip for vehicles with extended ADAS capabilities. It addresses functional safety and the greater AI performance for Level 2+ driving.

05Apr

Snapdragon X70 Modem Trims Power

Qualcomm’s next 5G modem uses AI to reduce power and improve performance while maintaining the data rates of its predecessor.

05Apr

Why Governments Became So Concerned About Semiconductor Self-Sufficiency

Strategy and Tactics: Why governments became so concerned about Semiconductor Self-Sufficiency

01Apr

SemiWEEK: Intel’s Radical Post-Global National Mesh Strategy; Foundry & IDM Capital Expenditures; Stocks Fell

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

01Apr

Packaging Approaches to Gallium Nitride (GaN) Products

TechInsights reviews additional considerations compared to silicon to optimize device performance, the challenges associated to thermal management, and other innovative solutions related to GaN specific packaging solutions.

31Mar

Foundry & IDM Capital Expenditures 1Q2022

Semiconductor Manufacturing

31Mar

Critical Subsystems 2021 Vendor Market Shares

Updates to Critical Subsystems on Website

31Mar

Chip Sales Slid Last Week

Chip Sales Slid Last Week G. Dan Hutcheson Semiconductor Analytics Semiconductor sales slid 1% W/W in the 4th week of March. Sales remain well above 2021. The IC weather warmed up 1°F last week. Zooming in on semiconductor growth this week, 13-wk MA

30Mar

Still Hot and Green but Distant Macro Clouds Loom

Still Hot and Green but Distant Macro Clouds Loom Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to trend lower, slipping half a point in the last week of March The slight pullback in the last five weeks has been

29Mar

TechInsights stands with Ukraine

TechInsights is shocked and heartbroken by the violence and loss of life due to the invasion of Ukraine. We stand in solidarity with the Ukrainian people and we are hopeful for an expedient path to peace.

29Mar

SemiWEEK: Lam Research’s Selective Etcher. COVID Strikes Again; Stocks Eked Out A Gain

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

25Mar

Intel's Radical Post-Global National Mesh Strategy

Strategy and Tactics: Intel's radical Post-Global National Mesh strategy

25Mar

Google Pixel 6 Pro Periscope Camera is a modified design of the Xiaomi Mi 10 Ultra module

In late 2021, the Google Pixel 6 Pro was launched and has been widely regarded as the best smartphone Google has made to date.

24Mar

Communications Market Service

This subscription provides the detailed market information needed to sort out the complexities of the communications semiconductor market.

23Mar

Semiconductor Sales on Track to Reach $0.7T in '22

Semiconductor Sales on Track to Reach $0.7T in '22 G. Dan Hutcheson Semiconductor Analytics report Semiconductor sales jumped W/W in the third week of March, with sales passing 50% Y/Y. The IC weather heated up 6°F last week. The March forecast

23Mar

Worldwide OEM Electronics Sales Soared 19% Last Year

Worldwide OEM Electronics Sales Soared 19% Last Year Updates to Semiconductor Market Research Services on Website & Mobile App: ForecastPro Module Electronics & Macroeconomy - V22.03 Historical Ratios & Utilization Rates - V22.03 Diffusion Rates of

23Mar

AI Processor Service

This annual subscription is updated quarterly and covers hardware technologies and products from more than 55 companies.

23Mar

It's Hot but Supply Constraints Are Holding Up Growth

It's Hot but Supply Constraints Are Holding Up Growth Andrea Lati The Chip Insider® Semiconductor Equipment Weather Report Order activity for semiconductor equipment slipped to 113 degrees All segments held their ground at record levels, except for

22Mar

Cirrus Logic 55 nm PMIC Products Observed in the Market

In a blog written by Stephen Russell, TechInsight's Senior Process Analyst, he explains why a logic node of 55 nm is important for a PMIC and his findings of recent teardown projects.

22Mar

Critical Subsystems Driving Forces Update

Critical Subsystems Driving Forces Update Updates to Critical Subsystems on Website Substrate Processing Equipment Forecasts Semiconductor and Related Equipment Annual Unit Shipments v22.02ML DF Semiconductor and Related Equipment Quarterly Unit

21Mar

Lam Research's Selective Etcher and COVID Strikes Again

Lam Research's Selective Etcher and COVID Strikes Again G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Lam Research's Selective Etcher. COVID Strikes Again. What's Happening and What's the Meaning: Lam Research's Selective Etcher: Lam has

18Mar

SemiWEEK: AI in the Fab: Who Does it? Ukraine’s Neon Supply. Apple 3rd in Semis; Stocks Soared

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

18Mar

2021 Top Semiconductor Equipment Suppliers

2021 Top Semiconductor Equipment Suppliers The Chip Insider® Equipment & Emerging Markets 2021 was a very strong year for the equipment suppliers with sales soaring to record-highs. However, severe supply chain shortages made 2021 a challenging year

17Mar

Apple Joins 3D-Fabric Portfolio with M1 Ultra?

On March 8, Apple held their “Peek Performance” event, introducing the all-new Mac Studio and Studio Display, a new iPad Air, the new iPhone SE, and two new shades of green for the iPhone 13 and iPhone 13 Pro.

17Mar

Industry-leading DDR5 Technology

We have just entered into the era of DDR5 memory. All the major DRAM players such as Micron, Samsung, and SK Hynix have started to release their first DDR5 memory products (modules) since last year.

16Mar

Analog & Power Rising Like 2021

Analog & Power Rising Like 2021 G. Dan Hutcheson Semiconductor Analytics Semiconductor sales were flat W/W in the second week of March. Though still high Y/Y, it was abnormally weak. The IC weather cooled another 1°F last week. Zooming in on Analog &

16Mar

Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021

Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Silicon Demand - V22

15Mar

Ray-Ban Stories smart glasses cameras

The new Ray-Ban Wayfarer Stories glasses are a product developed by Facebook in a partnership with EssilorLuxottica, and TechInsights decided to take a look at the cameras these smart glasses use.

14Mar

It's Still Hot and the Visibility Has Extended Well into 2H22

It's still hot and the visibility has extended well into 2H22 Andrea Lati The Chip Insider® Order activity for semiconductor equipment hovered at a hot 114 degrees All segments held their ground, except for Memory where order activity slipped for the

14Mar

SemiWEEK: Planned Capacity Additions: Is there Too Much on the Books? Stocks Fell

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

11Mar

Apple 3rd in Worldwide Semiconductor Market

Apple 3rd in Worldwide Semiconductor Market G. Dan Hutcheson The Chip Insider® Strategy and Tactics: AI in the fab: Who does it? Ukraine's Neon Supply. Apple 3rd in Semis AI in the fab: Who does it? Pretty much everybody today. Chipmakers started to

11Mar

Semiconductor Sales Pass 40%

Semiconductor Sales Pass 40% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales rose above a 13-week MA annual rate of 40% while matching the 34% peak of Dec 2017. The IC weather was mixed, cooling 1°F last week. Zooming in on Logic this

09Mar

Qualcomm QTM545 Analysis

The Samsung Galaxy S22 Ultra has the latest and greatest Qualcomm mmWave, but not in Europe...

09Mar

The Industry Soars, but Carries a Tether of Caution

The Industry Soars, but Carries a Tether of Caution Andrea Lati The Chip Insider® Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row The Memory market has been somewhat bumpy in the

08Mar

CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity

CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module CapEx Distribution - V22.03 Soaring demand and

07Mar

SemiWEEK: Intel Investor Day. Tower, Trust, Data Analytics; Stocks Sunk

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

04Mar

Planned Capacity Additions: Is There Too Much on the Books?

Planned Capacity Additions: Is There Too Much on the Books? G. Dan Hutcheson Planned Capacity Additions. Is there too much on the books? That's the question every chip insider has been quietly asking recently. IR pros are being relentlessly hammered

04Mar

NAND Growth Stays Strong

NAND Growth Stays Strong G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to rise at an annual rate close to 30% with the shortage driving demand. The IC weather rose 1°F last week. Semiconductor Sales growth continues to soar

02Mar

Workforce Development Solutions with SEMI

Ajit Manocha of SEMI has a conversation with Dan Hutcheson about the workforce development SEMI is accomplishing.

02Mar

Order Activity Remained at Record Levels Despite Rising Uncertainty

Order Activity Remained at Record Levels Despite Rising Uncertainty Andrea Lati The Chip Insider® There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels

01Mar

Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022

Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Semiconductors - V22.03 Semiconductor sales soared 26% in 2021

28Feb

The Upturn is Still Running Wild

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

25Feb

Intel Investor Day. Tower, Trust, Data Analytics.

Intel Investor Day. Tower, Trust, Data Analytics. G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Intel Investor Day. Tower, Trust, Data Analytics. Intel Investor Day 2022: As 2020 came to a close it was clear to everyone interested, and

25Feb

Innovation in Memory with Micron Technology

Scott DeBoer of Micron Technology has a conversation with Dan Hutcheson about what it takes to innovate in Memory today.

25Feb

DRAM Growth Super-Hot

DRAM Growth Super-Hot G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled up as the shortage continued to drive demand, with record sales in the $10-12B/week range. The IC weather held at 88°F last week. Semiconductor Sales growth

23Feb

Samsung Galaxy S22 Ultra teardown

Our colleagues did a quick teardown of the Samsung Exynos 2200-powered Galaxy S22 Ultra, so we can share some of our early teardown results now.

22Feb

The Upturn Is Still Running Wild

The Upturn Is Still Running Wild Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a hot 115 degrees With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to

17Feb

TechInsights' 2022 Semiconductor Forecast Raised to 14%

TechInsights' 2022 Semiconductor Forecast Raised to 14% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back for a second week in a typical February drawdown, albeit at unseen historical heights. The IC weather warmed 1°F last

16Feb

Microsoft and Sony Acquisitions - a Strategy Game

Microsoft and Sony Acquisitions - a Strategy Game Contributing author: Peter Johnston Access the world's largest database of consumer electronics and semiconductor reverse engineering Login to the Platform Microsoft and Sony have independently

15Feb

Orders Are Flitting Like Butterflies

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

11Feb

How Data Analytics Fails Forecasters

How Data Analytics Fails Forecasters G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Data Analytics: How it fails forecasters. Data Analytics: How it fails forecasters — In general, data analytics are great management tools but poor

11Feb

Semiconductor Sales Pull Back

Semiconductor Sales Pull Back G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar

09Feb

Orders Are Flitting Like Butterflies

Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting

08Feb

PCI Express Gen6 Adopts PAM4

In its sixth generation, PCI Express underwent the biggest changes since its debut in 2003, adopting PAM4 signaling. The new modulation enables data rates to reach 64Gbps per lane.

07Feb

Inflation: Why It's Worse Than Many Fear. Moore's Law.

Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common

04Feb

Inflation: Why It's Worse Than Many Fear. Moore's Law.

Inflation: Why It's Worse Than Many Fear. Moore's Law. February 4, 2022 Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have

04Feb

Apple AirTag Teardown

Our interest in tag trackers is how much technology has evolved. We live in a world where a device the size of a US quarter-cent piece can have multiple antennas, radio ICs, a battery and continue to operate as a two-way radio, pinpointing objects within feet of accuracy for almost a full year.

04Feb

Order Activity Stayed Hot Amid Supply Chain Woes

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

04Feb

TechInsights Answers: Power Semiconductors - What is On-Resistance?

A common question our Power Semiconductor experts encounter is: What is on-resistance? Stated simply, on-resistance is the total resistance between the drain and source terminals of a FET.

03Feb

IC Supply/Demand Indices Loosened

IC Supply/Demand Indices Loosened G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week. Semiconductor Sales growth

02Feb

IC Supply/Demand Indices Loosened

Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week.

02Feb

Lenovo ThinkSmart Hub Teardown

This analysis allowed us to compare or discover new manufacturers, sub-assemblies, and ICs we have found in the consumer device market with components and brands found in the business-focused ThinkSmart Hub.

02Feb

Order Activity Stayed Hot Amid Supply Chain Woes

Order Activity Stayed Hot Amid Supply Chain Woes Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a sizzling 115 degrees Even though the visibility and demand for equipment suppliers is the best it's ever been

01Feb

Order Activity Stayed Hot Amid Supply Chain Woes

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

01Feb

Mobileye EyeQ Ultra Aims for Level 4

The ADAS-processor leader is developing a single-chip solution for self-driving cars, along with its own lidar and radars. By 2025, Mobileye hopes its system will reduce the car buyer’s add-on cost to just $10,000.

01Feb

Ceva Tackles Unstructured Sparsity

NeuPro-M, a licensable deep-learning accelerator, offers up to 16x faster inferencing than the previous generation thanks to its new architecture, Winograd modifications, and unstructured-sparsity engines.

01Feb

Discrete GPUs Cut Power for Laptops

Low-cost laptops get a graphics boost from AMD and Nvidia, which now offer their leading GPU architectures in low-power products that increase gaming frame rates and enable hardware ray tracing.

01Feb

Inventory: Loose or Tight? Equipment Shortages.

Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that

28Jan

The Capex Race Rages On

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

28Jan

Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022

Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App Equipment Database Module Advanced Packaging Equipment - V22.01 Wafer Fab Equipment (WFE)

27Jan

IC Supply/Demand indices tighten

IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F

26Jan

1Q 2022 Assembly Equipment Outlook

1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high

25Jan

The Capex Race Rages On

The Capex Race Rages On Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to

25Jan

Lightelligence Demos Optical Compute

Startup Lightelligence recently took its first step toward commercialization by demonstrating a proof-of-concept device that stacks an electrical IC atop a photonic IC.

25Jan

Ryzen 6000 Doubles GPU Performance

AMD’s new laptop processor, code-named Rembrandt, is the first PC processor with integrated hardware ray tracing. Its new RDNA2 GPU also doubles graphics performance relative to the previous generation.

25Jan

Recognizing the Best Chips and Technology of the Past Year

To recognize the top semiconductor offerings of the year, The Linley Group (powered by TechInsights) presents its 2021 Analysts’ Choice Awards.

24Jan

Analysts’ Choice Winners for 2021

The Linley Group recognizes 2021’s top products in the categories of data center, PC, embedded, mobile, processor IP, and related technology. And the winners are…

24Jan

More Than Moore Equipment Sales Are Expected to Surge 70% in 2022, Far Outpacing the Growth of the Overall Market

More Than Moore Equipment Sales Are Expected to Surge 70% in 2022, Far Outpacing the Growth of the Overall Market Updates to Semiconductor Market Research Services on Website More than Moore Module 200mm & 300mm Microlithography V22.01 200mm & 300mm

21Jan

Intel's fab in Ohio. Maxim: Trust building

Intel's fab in Ohio. Maxim: Trust building G. Dan Hutcheson Strategy and Tactics: Intel's fab in Ohio. Maxim: Trust building, Tests for and the management of trust and risk. The Three Traits of Great Leaders. Intel's fab in Ohio: Since Insiders read

21Jan

Customers are clamoring for more capacity

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

21Jan

Customers Are Clamoring for More Capacity

Customers Are Clamoring for More Capacity Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up, jumping past 114 degrees SOC Computing and Memory added another point, hitting fresh new highs for the year With

20Jan

1Q 2022 Test Equipment Outlook

1Q 2022 Test Equipment Outlook The Chip Insider® Semiconductor Manufacturing Advanced high-end 5nm, 3nm & beyond, Mobile, Automotive & Power, and Memory devices are expected to drive test demand, growing 19% in 2022. Test is in a long-term capital

20Jan

IC Supply/demand Tightens

IC Supply/demand Tightens G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 2°F last

19Jan

Preview of Qualcomm’s 7th generation 4G/5G Envelope Tracker QET7100

Qualcomm announced the QET7100 – the successor to the QET6100, which they dubbed the "world’s first announced 5G 100MHz envelope tracking solution."

18Jan

Intel Completes Alder Lake Lineup

Intel disclosed dozens of new Alder Lake products for both laptop and desktop PCs. The 12th Generation products offer sizable performance gains over earlier models, but often at higher prices.

18Jan

Year in Review: Image Processors Enhance Phone Chips

In 2021, image processors (ISPs) became a hot topic in smartphone processors. 5G became an essential feature for midrange and premium phones, but CPU improvements are taken for granted.

18Jan

Graviton3 Debuts Neoverse V1

Amazon recently revealed its third-generation server processor, with instances now in preview availability. Graviton3 uses Arm’s Neoverse V1 CPU while maintaining the 64-core count of its predecessor.

18Jan

Business is in Full Bloom

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

14Jan

eBook: Chevy Bolt Recall - A Battery of Problems

Using our comprehensive analysis of the Chevy Bolt, TechInsights discusses the technological and chemical aspects that led to this widespread vehicle recall.

14Jan

Motorola edge X30 teardown

Motorola promotes the motorola edge X30 phone as having “the fastest speeds, the highest resolution smartphone camera, the loudest audio, and the boldest display.” So what technology is there to find behind the claims? TechInsights quick teardown answers some of these questions.

12Jan

Semiconductor Sales Are Expected to Surpass $0.6T in 2022 and on Track to Hit $1T by 2030

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

11Jan

Year in Review: PC Processors Adopt Hybrid CPUs

Desktop PCs had a big 2021, thanks to two new Intel releases and that company’s introduction of hybrid technology. Meanwhile, Apple converted most of its Mac lineup to hybrid Arm-compatible processors.

11Jan

EdgeQ Enables 5G Small Cells

The startup is sampling an integrated base-station processor with a DSP that uses the RISC-V instruction set. The SoC is suited to 5G small cells and remote units.

11Jan

Business Is in Full Bloom

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

10Jan

Editorial: Imagination Jumps on RISC-V

With its new Catapult CPUs, Imagination Technologies has become the largest IP vendor to announce RISC-V products, helping position the open-source instruction set as the leading alternative to Arm.

10Jan

2021 Review. SEMICON West 2021. Maskless Lithography. Strategy Statics versus Dynamics.

Strategy and Tactics: 2021 Review. SEMICON West 2021. Maskless Lithography. Strategy Statics versus Dynamics.

07Jan

The ducks are lining up for the New Year

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

07Jan

Semiconductor Equipment Sales Projected to Hit $150B in 2022

Fueled by soaring demand, the semiconductor equipment market is on track to increase 35% in 2021, hitting an-all-time-high of $125B.

05Jan

Year in Review: CPU-IP Vendors Chase High-End Wins

In the past year, new CPU cores from Arm and SiFive targeted high-performance applications in the data center and communications infrastructure. Many IP startups instead focused on edge AI.

04Jan

WD Licenses RISC-V CPUs

Storage giant Western Digital added Linux and Android support to its Swerv line of RISC-V CPU in its new EHX3. The company is licensing the new CPU, which targets low-end application processing.

04Jan

Marvell Bridges MIPI to Auto Ethernet

Marvell announced several products under its new Brightlane automotive brand. The 88QB5224 is a unique chip for bridging MIPI CSI-2 cameras to an Ethernet-based automotive network.

04Jan

Year in Review: Edge AI Knows No Boundaries

In 2021, edge AI continued propagating far beyond the cloud; smart speakers alone were up 12% from last year. Increased demand attracted investors to edge-AI-chip startups, creating several new unicorns.

28Dec

P650 Pumps Up Performance by 50%

SiFive added a new flagship CPU to its RISC-V “Performance” line that raises integer performance compared with its predecessor through additional execution resources, larger caches, and microarchitecture tweaks.

27Dec

Kompanio 828 Tackles Chromebooks

For the holidays, MediaTek offers the Kompanio 820 and 828 to refresh its Chromebook line. These chips deliver multiday battery life, in part thanks to their 7nm manufacturing.

27Dec

New Lab Investments Bringing us to the Future of Reverse Engineering

TechInsights’ unsurpassed technical abilities come from two important areas – our (amazing!) people, and our tools. To reverse engineer cutting edge technology, we require the equipment and the expertise that keep us at – or ahead of – the pace of the latest technology. And that requires continuous investment in our staff and our tools.

22Dec

TechInsights' Experiences of the 2021 Chip Shortage

Our views on contributing factors, how it has impacted our semiconductor reverse engineering this year, and looking to the future.

22Dec

Latest Revelations on the Snapdragon 8cx Gen 3

Qualcomm recently officially released the Snapdragon 8cx Gen 3 which is using 5LPE process technology and is therefore likely based on the Snapdragon 888 made with the Samsung 5LPE process. Based on their announcement and previous analyses, we have reached some key findings.

21Dec

Snapdragon 8 Gen 1 Sports 18-Bit ISP

In delivering the Snapdragon 8 Gen 1, Qualcomm is upscaling smartphone cameras by adding native 18-bit processing. The new platform packs impressive upgrades across all sections, scoring double digit gains across each section.

21Dec

Qualcomm Eyes Ultrathin PCs

Providing a big performance boost, the Snapdragon 8cx Gen 3 is suitable for some ultrathin Windows PCs, moving up from the 2-in-1 systems where Snapdragon serves today. The company also updated the Snapdragon 7c+.

21Dec

Year in Review: Data Centers Spur New Architectures

The past year began with AMD and Intel introducing next-generation server processors. AI-accelerator vendors focused on delivering production-worthy versions of previously announced products, validated by MLPerf testing.

21Dec

MediaTek Reenters Flagship Phones

After several attempts, MediaTek has delivered its first true flagship processor: the Dimensity 9000. The new smartphone chip features the latest CPU designs, a powerful GPU, and LPDDR5X support.

14Dec

Ventana Develops RISC-V Chiplet

The startup has developed a custom high-performance RISC-V CPU that comes as a 16-core chiplet, making it easier for customers to design their own data-center processors.

14Dec

Fitness wearable WHOOP 4.0 leverages a next-generation battery anode technology

The new fitness wearable WHOOP 4.0 leverages a next-generation battery anode technology, which has the potential to raise the bar in the very competitive fitness and health monitoring market where major players such as FitBit, Xiaomi, and Apple lead.

13Dec

Whitepaper - Democratizing Chiplet-Based Processor Design

Chiplet-based designs promise reduced development costs and faster time to market, but they’ve been exclusive to large chip vendors. Now, the industry is building an ecosystem intended to enable designs combining third-party chiplets that employ different process nodes. At the same time, RISC-V is enabling greater CPU innovation through its open-source model. These trends create an opportunity for a RISC-V chiplet vendor. Ventana Micro Systems sponsored the creation of this white paper, but the opinions and analysis are those of the author.

10Dec

Whitepaper - Bit-Accurate CD Audio From apX Lossless

Thanks to the development of Bluetooth audio technology, wireless streaming has largely replaced physical media, and smartphone users no longer need to struggle with tangled earphone wires. But to accommodate Bluetooth’s limited bandwidth, the industry adopted a variety of lossy compression techniques that sacrifice audio fidelity. This white paper describes the benefits of the aptX Lossless codec, which enables wireless Bluetooth earbuds and speakers to stream audio that’s bit accurate to the original CD recording. The Linley Group prepared this paper, which Qualcomm sponsored, but the opinions and analysis are those of the author.

10Dec

NXP i.MX93 Adds AI to IoT Devices

The first i.MX9 processor will pack 64-bit CPUs, an MCU, and an AI accelerator to handle a range of IoT applications, including industrial control, smart home, smart city, and smart grid.

07Dec

MediaTek Aims to Change Smart TVs

With its Pentonic 2000 processor, the TV-chip leader delivers impressive CPU, GPU, and AI-engine improvements to enable new capabilities such as bidirectional video and gaming without a console.

07Dec

Centaur Trots Off Into the Sunset

After a 26-year run, Centaur Technology has reached the end of the trail. Glenn Henry’s processor-design team, known for its x86 expertise, has become part of Intel.

07Dec

An examination of the 5G radio in Google Pixel 6 Pro

At the beginning of September we were pondering the rumors about a Samsung 5G modem that was predicted to show up on the US shores in the form of the 5G implementation solution for the yet to be released Google Pixel 6.

07Dec

AMD CDNA2 Targets Supercomputers

AMD’s Instinct MI250 and MI250X GPUs deliver extreme floating-point performance through massive parallelism, targeting high-end scientific and government research with leading FP64 throughput.

30Nov

Imagination CXT Fires Photons

At 1.3 billion rays per second, the Photon architecture in Imagination’s new PowerVR CXT RT3 GPU enables hardware-accelerated real-time ray tracing for the first time in mobile devices.

30Nov

Kneron KL530 Targets Automotive

Kneron is targeting emerging computer-vision models with its KL530. The new SoC delivers 0.5 trillion INT8 operations per second (TOPS) and supports INT4 format for greater throughput.

30Nov

eBook: The latest development trends in CMOS image sensors

CMOS image sensors (CIS) have continued to evolve in response to performance requirements of current applications of Smartphone Imaging, Security Surveillance, Biometrics, Automotive and Depth Sensing and Ranging.

25Nov

Cracking Open Snapdragon’s 4-Pack

In its latest mainstream push, Qualcomm delivers a fresh four-pack filled with CPU, GPU, and camera upgrades. It’s raising performance across multiple segments from low-end to mid-premium.

23Nov

Epyc Roadmap Gets Specialized

AMD recently disclosed new details of its Epyc server-processor roadmap, including Milan-X with V-Cache, Genoa based on Zen 4 cores, and Bergamo scaling to 128 cores.

23Nov

History of the Microprocessor, Part 3

As we celebrate the anniversary of the Intel 4004, this article extends our microprocessor history by covering the top trends from the past decade, including the rise of AI, Nvidia, processor startups, and RISC-V.

16Nov

50 Billion Transistors in 50 Years

Microprocessors have improved by seven orders of magnitude—from 2,300 to 54 billion transistors—in only five decades. To illustrate these changes, we highlight a handful of industry-defining products.

16Nov

Apple Scales M1 GPU to the Max

Apple’s M1 Max processor delivers a massive boost in integrated-graphics performance compared with the original M1, offering throughput similar to that of Nvidia’s top-end laptop GPU card.

16Nov

Order activity for semiconductor equipment hit a new high for the year

Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

15Nov

Copper Replacement. IFS. Shortages Hold Up Fab Capacity Expansion. Semiconductor Inflation.

Engineers always break through Moore's Walls with semiconductor innovation, which is really what Moore's Law is all about. And now a breakthrough out of quantum mechanics development is driving a replacement for copper that is as revolutionary as copper was to aluminum...

12Nov

SEMICON West 2021 Hybrid to Highlight Solutions to Global Challenges, Smart Technologies, Talent

Optimal readiness and stronger alliances across the semiconductor supply chain to confront future global disruptions will come into sharp focus at SEMICON West 2021 Hybrid, at the Moscone Center in San Francisco.

10Nov

Semiconductor Sales Jumped Higher

Growth continued to slow due to tougher 2020 comps rather than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

10Nov

Pixel 6 Packs Semicustom Processor

For the first time, Google designed the main processor in its flagship smartphone. The Tensor SoC is based on a Samsung design but integrates Google’s AI accelerator and image processor (ISP).

09Nov

R-Car S4 Boosts Connected-Car Safety

The Renesas R-Car S4 serves as a vehicle’s central networking hub, but it also integrates ASIL-capable application CPUs, real-time CPUs, and safety microcontrollers along with multiple hardware security features.

09Nov

Syntiant Grows Into Computer Vision

Following its success in low-power wake-word detection, Syntiant has expanded into computer vision with its newest chip. The NDP200 can handle simple video tasks such as presence detection.

09Nov

Visibility Is Clear Well into 2022

Order activity for semiconductor equipment hit a new high for the year; All segments edged higher except for Memory; Visibility for equipment manufacturers has expanded well into 2022; At the macro level, demand remains strong, especially on the enterprise side; Businesses are flush with cash and labor-starved so they're ramping up capital spending to become more efficient and productive

09Nov

SEMI VetWorks: A Guide to Growing Your Talent Pipeline by Recruiting Military Veterans and Active Reservists

As the microelectronics industry looks to fill job vacancies, and as we approach Veterans Day, it’s important to turn our attention to the many contributions of veterans and why hiring them is both the right thing to do and a sound business strategy.

08Nov

Semiconductor Sales to Pass Half-A-Trillion

Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

08Nov

Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?

Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

08Nov

Worldwide Silicon Wafer Shipments Reach Record High in Third Quarter of 2021, SEMI Reports

Worldwide silicon wafer shipments increased 3.3% to 3,649 million square inches in the third quarter of 2021 compared to the previous quarter, a new industry record, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.

04Nov

ACM Research Announces Orders for Ultra C PR Wet Stripping System for Semi Manufacturing

ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications, today announced receipt of two orders for ACM’s Ultra C pr wet stripping system from a leading global integrated device manufacturer (IDM).

04Nov

FLEX Conference to Co-locate with SEMICON West in 2022

SEMICON West, North America’s premier microelectronics exhibition and conference that unites players across the entire electronics manufacturing and design supply chain, and FLEX Conference, the annual event focused on flexible hybrid and printed electronics innovations, will co-locate at the Moscone Center in San Francisco, July 11-14, 2022.

03Nov

Semiconductor sales edged higher as IC weather warms

Semiconductor sales jumped by another 1% W/W while Y/Y growth continued to decelerate.

03Nov

The Number of Design Completions Is Expected to Increase Over 2% in 2021

The number of design completions is expected to increase over 2% in 2021 on the back of a strong semiconductor market.

02Nov

Google Pixel 6 Pro Teardown

What's inside the Google Pixel 6 Pro Teardown? Contributing authors: Stacy Wegner, Daniel Yang, Radu Trandafir, Aakash Jani The much anticipated Google Pixel 6 Pro has arrived in our lab for teardown. This one took us some time to find! The phone

02Nov

Alder Lake Steals Gaming-CPU Crown

Intel’s Core i9-12900K chip delivers a double-digit performance advantage over AMD’s fastest Ryzen processor. To do so, it runs at a sweltering 241W while using new superfast DDR5 DRAM.

02Nov

Cadence HiFi Family Adds a Little One

The new Tensilica HiFi 1 DSP consumes less die area and power than the popular HiFi 3 but adds new instructions that improve performance on Bluetooth 5’s Low Complexity Communication Codec (LC3).

02Nov

Marvell 5nm Switch Handles 5G RAN

Marvell’s first Ethernet switch built in 5nm technology is for carrier access rather than data centers. The Prestera DX7321 joins the DX73xx family, which handles Ethernet speeds up to 400Gbps.

02Nov

Q3 Global Semiconductor Sales Increase 27.6% Year-to-Year

The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors totaled $144.8 billion during the third quarter of 2021, an increase of 27.6% over the third quarter of 2020 and 7.4% more than the second quarter of 2021.

01Nov

Savoring the Fall Rise

SOC Mobile and SOC Computing recorded the biggest gains, hitting fresh new highs for the year

01Nov

Process Control and Optimization

This was the latest of Applied’s series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading.

01Nov

SEMI Applauds Inclusion of Advanced Manufacturing Investment Credit in U.S. Build Back Better Reconciliation Bill

SEMI, the industry association serving the global electronics design and manufacturing supply chain, today applauded the inclusion of an Advanced Manufacturing Investment Credit in the Build Back Better reconciliation bill.

29Oct

Intel's Foundry Strategy for Growth & Idm 2.0: What's Different?

Many find Pat Gelsinger's foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.

29Oct

Apple’s First GaN Charger

Apple's First GaN Charger Stephen Russell October 28, 2021 It has been heavily rumoured and anticipated for a few years now, but we have finally seen Apple make the switch to using gallium nitride (GaN) as the power transistor in one of their

28Oct

Semiconductor Sales to Pass Half-A-Trillion

Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!

27Oct

Apple A15 Extends Battery Life

The new A15 processor doubles its system cache to an industry-leading 32MB and drives double-digit performance gains across the CPU, GPU, and AI engine, while boosting battery life.

26Oct

Order Activity Is Straight and Level

With lead times for semiconductor equipment stretching well into 2022, equipment manufacturers are feeling increasingly optimistic about next year

26Oct

Coherent Logix Debuts Edge-AI SoC

After serving niche applications with its reconfigurable designs, Coherent Logix introduced an SoC that will serve as a development vehicle for edge AI, software-defined radio, and other real-time applications.

26Oct

Strategy and Tactics: Samsung’s Strategy Shift and Why We Climb Exponentials

This month was treated with SFF, or the 2021 Samsung Foundry Forum. As expected, it was a technology tour de force. What was unexpected was a fundamental shift in strategic positioning.

25Oct

North American Semiconductor Equipment Industry Posts September 2021 Billings

North America-based semiconductor equipment manufacturers posted $3.72 billion in billings worldwide in September 2021 (three-month moving average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

22Oct

Applied Materials' Master Class on Process Control and Optimization

This was the latest of Applied's series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading.

22Oct

Semiconductor Sales Turned Up

Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline.

20Oct

ASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021

ASML Holding NV (ASML) has published its 2021 third-quarter results. Q3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion; Q3 net bookings of €6.2 billion; ASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%.

20Oct

Webinar: Technical and Financial Teardown of the Apple iPhone 13 Pro

TechInsights and Bloomberg Intelligence Analysts presented their findings on this year’s Apple flagship phone, the iPhone 13 Pro, in this webinar presentation.

20Oct

Calmly Building Next Year's Nest

Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher

19Oct

SEMICON Japan 2021 Returns Live in Tokyo to Highlight Semiconductor Industry Innovation, Growth Opportunities

Leading-edge technologies including artificial intelligence (AI), 5G, Internet of Things (IoT), MEMS and sensors, quantum computing and advanced 3D packaging will take center stage at SEMICON Japan 2021 Hybrid as visionary keynote speakers and industry leaders gather to share insights into the latest trends and innovations driving semiconductor industry growth.

19Oct

SEMICON Europa 2021 to Spotlight Smart Technologies, Digital Transformation, Semiconductor Industry Growth

With leading-edge technologies such as artificial intelligence (AI), 5G and robotics at the heart of digital transformation, SEMICON Europa 2021 will convene industry visionaries and experts for insights into the latest innovations and smart applications powering the next wave of semiconductor industry growth.

19Oct

Google Builds Video-Transcoder Chip

To better support its massive YouTube business, Google has created its own video-transcoding chip. The VCU design offers a 40x performance gain compared with CPUs.

19Oct

Loihi 2 Advances Spiking R&D

Intel Labs has developed a second-generation neuromorphic processor using the Intel 4 process. It’s also offering the open-source Lava framework to advance neuromorphic software.

19Oct

Semiconductor sales took a deep post-September dive last week

Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

18Oct

Global Silicon Wafer Shipments Projected to Log Robust Growth Through 2024, SEMI Reports

Global silicon wafer shipments are projected to register robust growth through 2024, with wafer area increasing 13.9% year-over-year in 2021 to a record high of nearly 14,000 millions of square inches (MSI), SEMI reported today in its annual silicon shipment forecast for the semiconductor industry.

18Oct

Applied Materials Unveils eBeam Metrology System that Enables a New Playbook for Patterning Advanced Logic and Memory Chips

Applied Materials, Inc. today unveiled a unique eBeam metrology system that enables a new playbook for patterning control based on massive on-device, across-wafer and through-layer measurements.

18Oct

Veeco Receives Multi-System Order for New ADS-800 SRD™ System Targeting Power Electronics

Veeco Instruments Inc. (NASDAQ: VECO) announced today that it has received a multi-system order for its new ADS-800 SRD™ System from a leading semiconductor supplier.

18Oct

ACM Research Announces Order for SAPS Evaluation Tool from Major Global Semiconductor Manufacturer

ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications, today announced the receipt of an evaluation tool order for its Ultra C SAPS frontside cleaning tool from a major global semiconductor manufacturer.

18Oct

Samsung's Strategy Shift and Why We Climb Exponentials

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

15Oct

TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content

TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content OTTAWA, ON, October 14, 2021 - TechInsights Inc. is pleased to announce the acquisition of The Linley Group, Inc., an industry-leading source for

14Oct

Semiconductor Sales Take a Deep Dive

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

13Oct

Power and Compound Fab Capacity Projected to Top Record 10 Million Wafers Per Month in 2023, SEMI Reports

Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions wrought by the pandemic, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, SEMI announced today in its Power & Compound Fab Report to 2024.

12Oct

Anton 3 Cracks Molecular Dynamics

Billionaire David E. Shaw has spent two decades quietly building highly specialized supercomputers. Anton 3 is his newest ASIC for accelerating molecular-dynamics simulations.

12Oct

Cadence Takes Tensilica AI to the Max

The new Tensilica AI lineup comprises three product tiers that Cadence calls AI Base, AI Boost, and AI Max, along with a new accelerator and a multicore model that can deliver up to 32 TOPS.

12Oct

Samsung Demos In-Memory Processing

The company disclosed architecture and performance details for the processor-in-memory (PIM) version of its popular Aquabolt HBM2. The HBM-PIM, dubbed Aquabolt-XL, adds compute to a drop-in HBM2 stack.

12Oct

The Industry Is Soaring but Carries a Tether of Caution

Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.

11Oct

The Industry Is Soaring but Carries a Tether of Caution

Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.

11Oct

Downturn Warning Signs. Excessive CapEx Exuberance

Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.

11Oct

Semiconductor Market on Track to Hit $0.6t in 2021

The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.

07Oct

Semiconductor Sales Closing in on a Record $600m Year

Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.

06Oct

IBM’s Telum processor. Aart deGeus on EDA-AI.

IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.

04Oct

Semiconductor Industry Strategic Trends

This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar.

29Sep

YMTC 128L 3D Xtacking 2.0 TLC NAND

YMTC 128L Xtacking 2.0 for SSD! Finally, they might catch up with Samsung, SK hynix, and KIOXIA Dr. Jeongdong Choe September 23, 2021 TechInsights just found and quickly reviewed YMTC 128L TLC die removed from Asgard Memory (Powev Electronic

23Sep

Apple iPhone 13 Pro Teardown

We received the iPhone 13 and iPhone 13 Pro in our labs and identification and early costing analysis are available below.

23Sep

TSMC's Gift to the Industry

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.

22Sep

Whitepaper - Software is Critical to Edge-AI Deployment

This white paper describes the importance of a flexible and robust software stack to edge-AI deployment. Processor vendors and intellectual-property licensers often tout the theoretical performance of their designs, but the neural-network compiler, run-time engine, and scheduler are just as critical to realizing that potential in production systems. The Linley Group prepared this paper, which EdgeCortix sponsored, but the opinions and analysis are those of the author.

10Sep

Europe's Semiconductor Share Loss and Most Advanced Memory Maker

This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about: Has Europe really lost so much share of semiconductor manufacturing, going from 44% in 1990 to 9% in 2020?, Semiconductor forecast of 26% for ICs and current market status, the DRAM disconnect of spot prices and contract prices and Memory.

09Sep

Fitbit Luxe Teardown

Will the Fitbit Charge 5 Outshine the Fitbit Luxe? Stacy Wegner September 9, 2021 We don’t know, and we do not comment on whether one device is better than its previous generation. What we do, is look at and compare generations of devices. And while

09Sep

Semiconductor Communications Market Share and Forecast

Provides five-year revenue forecasts for many categories of communications semiconductors, including Ethernet products, smart NICs, embedded and server processors, and FPGAs.

28Aug

Disruptive Technology: TSMC 22ULL eMRAM

TSMC 22ULL eMRAM Die removed from Ambiq™ Apollo4 Another Disruptive Technology on Embedded Memory! Another disruptive product on embedded Memory (eMemory) has been arrived and quickly reviewed! TSMC has successfully developed and commercialized 22 nm

26Aug

AMD's Chiplet Roadmap - the Nvidia-Arm Deal - Forecast

This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about. What is AMD doing next with chiplets? UK pumps the brakes on the Nvidia-Arm deal. What’s up at Intel and new processor segmentation? What’s driving continued growth in semiconductor equipment?

25Aug

Bite-sized Webinar On-Demand: A Comparison of GaN Technology Approaches in USB-C Power Adapters

TechInsights has examined several GaN design wins in wall charger technology. This 22-minute presentation provides a quick comparison of the different GaN integration strategies that we have observed in recent USB-C adapters.

20Aug

Intelligent move: Ottawa's TechInsights acquires San Jose-based market research firm VLSI

An Ottawa company that gives global semiconductor giants detailed breakdowns of how their competitors’ technology works has joined forces with a leading Silicon Valley market research firm as it looks to broaden its corporate intelligence skills.

19Aug

TechInsights acquires VLSIresearch… with Gavin Carter, CEO of TechInsights

It’s time to bring the core-technology and market analysis closer again, which explains why TechInsights has acquired VLSIresearch. In this interview, Dan Hutcheson has a conversation about this with Gavin Carter from TechInsights, where he’s CEO.

16Aug

TechInsights and VLSIresearch join forces

Innovation Decisions Accelerated: TechInsights Acquires VLSIresearch TechInsights is pleased to announce the acquisition of VLSI Research Inc., the award-winning provider of market research and economic analysis covering the semiconductor supply

16Aug

Micron 176L 3D NAND

NAND Memory Technology Micron B47R 3D CTF CuA NAND Die, the World’s First 176L (195T)! Micron’s 176L 3D NAND is the world’s first 176L 3D NAND Flash memory. TechInsights just found the 512Gb 176L die (B47R die markings) and quickly viewed its process

13Aug

Latest SJ-MOSFET Technology, Can It Still Compete with Wide Bandgap?

Power Semiconductor Technology Latest SJ-MOSFET Technology, Can It Still Compete with Wide Bandgap? Now both silicon carbide (SiC) and gallium nitride (GaN) products are having an impact in the marketplace, it is easy to think that there is no longer

06Aug

The Auto Shortage Is a Riddle, Wrapped in a Mystery, Inside an Enigma

This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about the Auto IC shortage and how the 4Q21 Forecast is shaping up.

05Aug

Advanced Micro-Fabrication Equipment Inc. China earns its second triple crown

Provides state-of-the-art equipment, process knowhow, and all-star support to customers in front-end semiconductor manufacturing, back-end wafer level packaging, LED production, MEMS applications, and other semiconductor fabrication processes.

29Jul

Micron DDR5 DIMM Technology

DRAM Memory Technology Disruptive Product: What technology node for 1st DDR5 DIMM? DDR5 is a new generation of Memory! All the major DRAM players are moving forward to a faster DRAM, DDR5. DDR5 improves power management (1.1V vs. 1.2V for DDR4) as

29Jul

ASML awarded five stars across all of its categories

As the leading lithography innovator in the chip industry, ASML’s solutions in lithography and process control have been making it possible for chip makers progress in better and faster devices.

13Jul

ASM Pacific Technology secures its fifth triple crown

ASM Pacific Technology, the world leader in the supply of semiconductor assembly and packaging equipment, awarded 4 VLSI Stars with a solid 8.47.

08Jul

Micron 1α DRAM Technology

DRAM Memory Technology Micron D1α, '14 nm'! The Most Advanced Node Ever on DRAM! D1α! It’s 14 nm! After a quick view on Micron D1α die (die markings: Z41C) and cell design, it’s the most advanced technology node ever on DRAM. Further, it’s the first

08Jul

EUV光刻机争夺战，升级！(EUV lithography machine battle, upgrade!)

The battle for EUV lithography machines is gradually intensifying.

08Jul

Memory Technology Highlights from TechInsights 2021 Webinar

Due to strong and growing demands for memory chips from storage, mobile, and AIOT market, all the memory players are striving to increase density/performance, reduce manufacturing cost, and develop the new and innovative technologies for each generation.

29Jun

How many mini-LEDs did Apple pack into the iPad Pro?

Teardown Technology Stacy Wegner How many mini-LEDs did Apple pack into the iPad Pro? An in-depth look at the Liquid Retina XDR display Note: this article provides an update to the Displays section of our lengthier article on the TechInsights

28Jun

Electric Vehicle Technologies Webinar: An in-depth analysis from the market to the semiconductor

This webinar will be jointly delivered by Strategy Analytics, Munro & Associates, and TechInsights. Each organization brings a wealth of knowledge to the discussion, with Strategy Analytics covering market information, Munro & Associates covering electronic systems, schematics, components, and mechanical structures, and TechInsights analyzing components at the semiconductor level.

15Jun

Intel 2nd Generation XPoint Memory

Embedded and Emerging Memory Technology Here, we have the Intel 2nd gen. XPoint Memory die! Finally, we’ve found the Intel XPointTM Memory 2nd generation die! We’ve quickly viewed the die removed from Intel OptaneTM SSD DC P5800X 400GB (Model

03Jun

Teardown: Apple iPhone 12 Pro Max 5G

Electronics360 News Desk: The following is a partial deep dive into a Teardown of the Apple iPhone 12 Pro Max 5G smartphone conducted by TechInsights.

25May

Apple iPad Pro Teardown

In this year’s iPad Pro, the new 12.9” mini-LED display and new TrueDepth camera system may be taking ‘Center Stage’ for many users, TechInsights will continue to look deeper for other semiconductor and design winners inside the new iPad Pro.

24May

Groundbreaking SenSWIR Sensor by Sony- IMX990/IMX991

This approach presents two advantages, the Cu-Cu DBI can help reduce the overall height of the Die while Die-to-Wafer hybridization can help reduce the per-Die cost, thereby facilitating greater utilization of Sony’s SWIR technology for a wide range of applications. Recently, TechInsights revealed the first detailed cross-sectional image of the 1.34MP.

19May

Webinar: The Power Revolution - Innovation and IP in Power Management Technologies

The panel will discuss the making of power devices using semiconductors, power management technologies and products that use power efficiently, and the enforcement of the intellectual property rights associated with semiconductors and power management technologies.

11May

Apple Homepod Mini Teardown

May 5, 2021 Teardown Technology A quick look inside the Apple Homepod Mini design wins, but is there a secret part waiting to be intialized? The Apple HomePod Mini A2374 is a voice-interactive smart speaker with Siri assistant. It features four

05May

Guide to Processors for Deep Learning

Provides market share data for many categories of communications semiconductors, including Ethernet products, processors, and FPGAs.

01May

Intel's 2nd Generation XPoint Memory

April 30, 2021 Dr. Jeongdong Choe Intel's 2nd Generation XPoint Memory - Will it be worth the long wait ahead? In 2017, TechInsights analyzed the details on Intel 1st gen. XPoint Memory (OptaneTM Memory 16GB, MEMPEK1W016GA) including structure

30Apr

Qualcomm extends their mmWave leadership position

April 21, 2021 Kyle Nolan Qualcomm extends their mmWave leadership position 5G mmWave is still far from worldwide adoption but Qualcomm is keeping their foot on the pedal despite no one really close on their tail. One of Qualcomm’s Sr. Directors of

21Apr

Samsung D1z LPDDR5 DRAM with EUV Lithography (EUVL) - Memory Blog

April 16, 2021 Dr. Jeongdong Choe Originally published in Samsung D1z LPDDR5 DRAM with EUV Lithography (EUVL) Finally! After months of waiting, we have seen Samsung Electronics’ applied extreme ultraviolet (EUV) lithography technology for D1z DRAM in

16Apr

World’s First 1 Gb 28 nm STT-MRAM Product - by Everspin

March 30, 2021 Embedded & Emerging Memory World’s First 1 Gb 28 nm STT-MRAM Product - by Everspin Everspin’s new 1-Gigabit (Gb) Spin Torque Transfer Magneto-resistive Random Access Memory (STT-MRAM) device with a 28 nm process is the world’s first 1

31Mar

TechInsights identifies some of Blackberry’s highest value patent assets through portfolio analysis

March 23, 2021 Abdullah Rahal TechInsights identifies some of Blackberry’s highest value patent assets through portfolio analysis Download the Summary of Analysis TechInsights’ analysts have examined the Blackberry patent portfolio and partitioned it

23Mar

KIOXIA’s new XL-FLASH for ultra-low latency NAND application

March 23, 2021 Dr. Jeongdong Choe KIOXIA’s new XL-FLASH for ultra-low latency NAND application We’ve just found a new XL-FLASH product with 96L BiCS4 NAND cell architecture from KIOXIA. According to KIOXIA, XL-FLASH is extremely low-latency, high

23Mar

Dynamic Vision Sensors – A Brief Overview - Image Sensor TechStream Blog

Dynamic Vison Sensors are Asynchronous imagers. Much like the human eye, they are designed to respond to changes in brightness, with no “Frames” to capture

18Mar

Advanced 1 Gb 28 nm STT-MRAM products from Everspin Technologies

March 16, 2021 Dr. Jeongdong Choe Advanced 1 Gb 28 nm STT-MRAM products from Everspin Technologies We’ve been waiting for a long time to see the technology details of Everspin’s new stand-alone 1-Gigabit (Gb) Spin Torque Transfer Magneto-resistive

16Mar

A New and advanced ReRAM from Fujitsu

March 9, 2021 Dr. Jeongdong Choe A New and advanced ReRAM from Fujitsu We’ve been analyzing a new ReRAM product from Fujitsu Semiconductor. Fujitsu 8 Mb MB85AS8MT is the world’s largest density as a stand-alone mass-produced ReRAM product. The

11Mar

GaN USB-C Charger Market Heating Up in 2021

March 10, 2021 Sinjin Dixon-Warren Power Technology GaN USB-C Charger Market Heating Up in 2021 Gallium nitride (GaN) based high power USB chargers for smartphones, tablets and laptops is a growing area in the power electronics market. TechInsights

10Mar

Prospects for Commercial High Voltage Silicon Carbide Devices - a Summary

March 03, 2021 Dr Peter Gammon Power Technology Prospects for Commercial High Voltage Silicon Carbide Devices - a Summary SiC power devices have the potential to reach voltage ratings beyond 30 kV, yet today, SiC chip manufacturers are focussed on

03Mar

Webinar: Selected Imager and Sensor Trends and Comparisons

The intent of this webinar is to share selected content from our 2020 Image Sensor Device Essentials (DEF) subscription annual presentation.

03Mar

Moore’s Law: Dead or Alive

Moore's Law: is it Dead or Alive? It’s a perennial subject that has come back in 2021. Without the chip industry you would not have a smartphone or a notebook computer at your side … no Facebook or Google either … only a slide rule, a pen, and paper

01Mar

LiDAR 101 – Solid-State and Mechanical LiDARs

February 19, 2021 Automotive Technology LiDAR 101 – Solid-State and Mechanical LiDARs 2020 has been an exciting year for LiDAR manufacturers. Five LiDAR companies (Velodyne Inc, Luminar Technologies Inc, Innoviz Technologies Ltd, Aeva Inc, and Ouster

19Feb

Webinar: Gearing Up for the Electric Vehicle (EV) Revolution

In this seminar we will discuss the major players, their technology choices and how they tie into the strict reliability standards required by the automotive industry.

03Feb

Qualcomm Snapdragon 888 in the Xiaomi Mi 11 brings a new 5 nm entrant to market

February 03, 2021 Logic Disruptive Technology Download the brief Qualcomm Snapdragon 888 in the Xiaomi Mi 11 brings a new 5 nm entrant to market With their release of the Snapdragon 888, Qualcomm finds itself in competition with other 5 nm offerings

03Feb

A Guide to Processors for Deep Learning

Covers processors for accelerating deep learning, neural networks, and vision processing for AI training and inference in data centers, autonomous vehicles, and client devices.

01Feb

Supporting IP strategy in the semiconductor industry

Supporting IP strategy in the semiconductor industry Growing complexity of the chip market has made it harder than ever for intellectual property owners to monitor developments, making reverse engineering a crucial process The breadth of reverse

27Jan

Analysts’ Choice Winners for 2020

The Linley Group recognizes 2020’s top products in the categories of data center, PC, embedded, mobile, networking, processor IP, and related technology. And the winners are…

26Jan

Sony d-ToF Sensor found in Apple’s new LiDAR camera

January 19, 2021 Image Sensor Disruptive Technology Sony d-ToF Sensor found in Apple’s new LiDAR camera Apple’s LiDAR camera was first observed in 2020’s iPad Pro; as expected, we saw that same part used in the iPhone 12 Pro in October. Industry

19Jan

2021 Forecast ... with Andrea Lati

2020 was a tumultuous year. Semiconductors decoupled from the macroeconomy and semiconductor production equipment demand boomed.

06Jan

Webinar: Increasing Value of Semiconductor IP in the Automotive Supply Chain

Today, automobiles are more than just transportation devices. Automobiles are hotspots with entertainment systems, state of the art communications capabilities, and cutting edge displays that do far more than navigation.

17Dec

2020 Semiconductor Mask Maker’s Survey ... a conversation with Aki Fujimura of the eBeam Initiative

Aki Fujimura discusses what the eBeam Initiative found in its 2020 Mask making survey. Every year, they run two surveys of mask makers and its luminaries.

15Dec

Teardown: Velodyne Lidar Puck VLP-16 sensor (Electronics360)

A deep dive into the major components used in the light detection and ranging technology. Posted in Electronics360.

14Dec

Webinar: Emerging GaN Technology in USB-C Power Delivery Adapters

In this presentation we will survey the different GaN integration strategies that we have observed in recently procured USB adapters. It is believed that GaN brings compelling advantages in terms of efficiency for adapter and other power supply products; however, achieving these efficiencies in a cost-effective manner can be challenging.

09Dec

3D flash memory, 176 layers!

So far, NAND Flash has shown a white-hot stage. Not long ago, storage vendors were still "seeing the scenery on the high platform of flash memory" with 128 layers.

09Dec

Webinar: Memory Technology 2020 and Beyond - NAND, DRAM, Emerging and Embedded Memory Technology Trends

Memory Technology 2020 and Beyond NAND, DRAM, Emerging and Embedded Memory Technology Trends This webinar was presented by TechInsights In this webinar, Dr. Jeongdong Choe will present his detailed review of the latest NAND, DRAM, emerging and

02Dec

Webinar: An Examination of the Technical and Financial Implications of the Apple iPhone 12

The information presented in this webinar will be of greatest interest to those looking to understand the semiconductor design wins of the iPhone 12, and related financial implications to companies like Qualcomm, Broadcom, Skyworks, Qorvo, Cirrus Logic, Dialog Semiconductor, and more.

10Nov

Micro Loading And Its Impact On Device Performance

How SEMulator3D can be used to study micro loading and manufacturing variability in an advanced DRAM process that exhibits a wiggling AA profile.

02Nov

Webinar: ALD/ALE Process in Commercially Available Memory Devices

This presentation will examine some of the different structures we have seen through the evolution of these technologies, in particular the latest 3D-NAND and DRAM parts. We will also look at several historical applications of ALD/ALE technology that have been observed through reverse engineering.

28Oct

iPhone Camera History: iPhone 12's Alternative and Normal

The evolutionary history of the iPhone camera can also be seen as the history of the development of the phone CIS, even if the iPhone does not fully follow the CIS technology trends to advance. Just take this opportunity, but also through the last

21Oct

Webinar: Space, Power, BEAMs – Shorten the trek to gain the edge in 5G chip design and manufacturing

Webinar: Space, Power, BEAMs – Shorten the trek to gain the edge in 5G transceiver design and manufacturing

During this 30-minute presentation our experts will provide exclusive insight of our findings on the latest 5G mmWave transceiver architecture with a focus on the solution, including the QTM052 Antenna module from Qualcomm.

23Sep

SK hynix 128L 3D PUC NAND (4D NAND)

SK hynix has released the world’s first 128-layer (128L) 3D NAND, which they have termed 4D NAND. This is their second NAND generation built using Periphery Under Cell (PUC) architecture; the first was their 96L NAND. In PUC architecture, peripheral

14Sep

Webinar: ALD/ALE Process in Commercially Available Logic Devices

This presentation on the Atomic Layer Deposition/Atomic Layer Etching (ALD/ALE) process examines some of the different structures we have seen during the evolution of these logic technologies, in particular the latest 7 nm and 10 nm devices.

26Aug

60 years of the Semiconductor industry and its changing patent strategy

Contributed by: Arabinda Das Today the semiconductor industry is a behemoth whose annual sales revenue crosses US $400 Billion. Over its 60 years of existence, this mature industry has experimented with various models like integrated device

04Aug

Memory Process Webinar: 3D NAND Word Line Pad (WLP)

In this webinar, we present a comparison of 9x-layer 3D NAND devices from major manufacturers: Samsung, KIOXIA / Western Digital, Intel / Micron and SK hynix. The process sequence is discussed, with emphasis on the word line pad (WLP), also commonly known as staircase.

24Jun

On Demand Webinar: A Review of the Power Device Ecosystem & IP Landscape for GaN

This webinar will be a review of the 650 V power MOSFET ecosystem and IP landscape. We will discuss the technologies in light of an early seminal GaN HEMT patent, demonstrating how reverse engineering can show innovation. 

27May

Apple iPhone 11 Pro Teardowns Look Encouraging for STMicro and Sony

STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.

26Sep

Tesla Poised to Apply Maxwell’s Dry Electrode Innovation to Battery Cell Fabrication

Posted: February 7, 2019 Contributing Authors: Marty Bijman and Jim Hines Figure 1 – Tesla's portfolio including Maxwell and SolarCity acquisitions Figure 2 – Tesla Portfolio landscapes showing which inventions originated from Tesla, SolarCity, and

07Feb

Creating Better Applications Through Patent Strengthening

Patent strengthening is the term we use to refer to the process of achieving the greatest potential for value from a patent during the prosecution – before a patent is even granted.

20Jun

What does Uber’s patent landscape look like?

Posted: February 27, 2018 Contributing Authors: Marty Bijman Recently, IAM’s Timothy Au posted a blog providing a look at Uber’s portfolio. The blog references Uber’s portfolio makeup, and provides a chronicle of their IP events over the last 5 years

27Feb

A Guide to Multicore Processors

Covers 32- and 64-bit embedded processors with four or more CPU cores that are used for wires and wireless communications, storage, security, and other applications.

28Aug

A Guide to Ethernet Switch and PHY Chips

Covers data-center switch chips for 10G, 25G, 40G, 50G, and 100G Ethernet. Also includes physical-layer (PHY) chips for 10GBase-T and 100G Ethernet.

28Jul

A Guide to Processors for IoT and Wearables

Covers processors and connectivity chips for IoT clients and wearable devices, focusing primarily on single-chip solutions with integrated radios.

28May

A Guide to Embedded Processors

Covers 32- and 64-bit embedded processors with one to four CPU cores that are used for networking, automotive, consumer devices, industrial control, medical imaging, and more.

28Apr

COVID-19

We have been closely monitoring the progress of COVID-19 in recent weeks, regularly updating our travel and operations policies to include increasingly strict restrictions we have chosen to implement. Our priority is ensuring the continued health and

04Mar

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