Latest Blogs and Commentary
Handsets to watch for in 2023 (for RF front end (RFFE) Innovation)
In consultation with our RF Subject Matter Expert, Radu Trandafir, and Technical Product Manager, Van Thompson, here’s a quick rundown of the top mobile phones to watch for in 2023 with potential significant RFFE innovation.
2023 State of the Power Semiconductor Market
The Power semiconductor market is in for a difficult year with the high demand for vehicle electrification and clean energy, leaving power semiconductors in a shortage. Read the blog for TechInsights’ predictions and discoveries on market consolidation, which is a growing trend in terms of wide bandgap semiconductor material supply.
FPGA Startup Rapid Silicon Enters Market
A new startup, Rapid Silicon, is entering the FPGA market. Its Gemini SoC FPGAs, with hardened CPUs, compete against aging midrange alternatives from AMD, Intel, and Microchip.
Analyst Predictions for 2023
MPR’s analysts have developed forecasts for various processor markets. The trend toward PC processors with AI accelerators is under way. Meanwhile, some AI-accelerator startups will topple as their funding runs out.
TechInsights Critical Subsystems Driving Forces Update on Platform
TechInsights Critical Subsystems Driving Forces Update on Platform Updated files include the following: Driving Forces Device Forecast Summary History and Forecast for PV Revenues, Unit Shipments, and ASPs Substrate Processing Equipment Forecasts
Cycle Mapping and Upturn Timing
Cycle Mapping and Upturn Timing G. Dan Hutcheson The Chip Insider® Cycle Mapping 2022-2023: 6-months into the slowdown, quarterly and December’s results – in particular – have revealed how this slowdown resembles previous cycles. Some believe it must
SemiWEEK: Caution prevails as dark clouds linger; Semiconductor sales fell 9% last week; Stocks fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
TechInsights' Semiconductor Analytics report
TechInsights' Semiconductor Analytics report
Caution prevails as dark clouds linger
Caution prevails as dark clouds linger Shereen Vaux Order activity for semiconductor equipment dropped to a chilly 48 SOC Mobile and Digital Consumers dropped a degree in cool conditions Memory activity is stuck at freezing levels Many Semiconductor
A Trip Down TSMC Memory Lane – Part 3
At the end of Part 2 of the blog we had reached 2009 and the 40-nm generation; which put TSMC out of sync with other companies, who were marketing their 45-nm product. That discrepancy continued with the usual 70% shrink to the next node, 28-nm for TSMC and 32-nm for IDMs such as Intel and IBM.
AMD’s MI300 Targets HPC and AI
AMD’s MI300 accelerator will compete with Nvidia's Grace Hopper in the HPC and AI markets. It uses AMD's third-generation CDNA3 architecture and features x86, GPU, and memory die in a single package for improved performance.
Qualcomm Integrates Cockpit, ADAS
Qualcomm’s Ride Flex SoC combines ADAS and cockpit applications, integrating workloads that have no safety criticality with those requiring ASIL B and ASIL D safety.
TSMC Reveals 3nm Process Details
TSMC presented papers at IEDM detailing its 3nm N3 and N3E processes. N3 reduces CPP by 6nm compared with N5. SRAM cells are no smaller in N3E than in N5.
Memory Technology Trends and Challenges
Recently, TechInsights hosted a Memory webinar where Dr. Jeongdong Choe, Senior Technical Fellow at TechInsights, discussed the latest memory technology trends and challenges for DRAM and NAND devices.
TechInsights Critical Sub-systems Graphics file on Platform
TechInsights Critical Sub-systems Graphics file on Platform Updated CSUBS Graphics file is now available: Driving Forces Misc. Reports CSUBS Graphics 230203 CSUBS, Equipment, Macroeconomic quarterly CSUBS, Equipment sales forecast annual Supply Chain
SemiWEEK: Caution dominates decision-making; Chip War and Upturn Timing; Stocks continue to grow
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Mobile RF – 2022 Webinar Recap
TechInsights hosted 3 webinars focused on Mobile RF technology and trends to watch for in 2022. With commentary, insights, and predictions from some of the top minds in the Mobile RF landscape, the TechInsights’ subject matter experts discussed who will be the dominant RF players, the different approaches taken to address the increased complexity brought by new standards, and the new antenna modules used by Apple in the iPhone 12 and 13.
Hybrid Bonding Technology - 2023 and beyond
Recently, TechInsights hosted a webinar where several experts from our Logic, Image Sensor, Memory, and Engineering teams reviewed applications of hybrid bonding technology and discussed what’s to come in 2023 and beyond.