שבוע תעשיית השבבים בסקירה

שבוע תעשיית השבבים בסקירה

חותמת זמן: 5 בינואר 2024 3:02
צומת המקור: 3048968

By Susan Rambo, Jesse Allen, and Liz Allan

השמיים ארצות הברית government will provide about $162 million in federal incentives, under the CHIPS and Science Act, to help שבב onshore its שרשרת אספקה ​​של מוליכים למחצה. The move is aimed at securing a reliable domestic supply of MCUs and mature-node chips. “Today’s announcement will help propel semiconductor manufacturing projects in Colorado and Oregon, and reinforce America’s chip supply chains for critical automotive, medical, aerospace, and defense technologies, among other applications,” אמר John Neuffer, איגוד תעשיית המוליכים למחצה (SIA) נשיא ומנכ"ל.

Five chip companies — רוברט בוש, אינפיניון, מוליך למחצה נורדי, NXP, ו קוואלקום — joined forces to create a new company Quintauris. The stated goal is to develop and commercialize RISC-V-based hardware, provide reference architectures, and help establish solutions that can be widely used across various industries. While the initial focus will be automotive, the companies plan to expand into mobile and IoT, as well.

X-fab נרכש M-MOS Semiconductor, a fabless company specializing in the development of MOSFET technologies and the design of custom MOSFET devices, for €22.5 million (~$24.7 million). X‑FAB anticipates the acquisition will accelerate development of its power discrete business.

Global semiconductor capacity will reach 30 million wafers per month in 2024, a שיא חדש, up 5.5% from 2023, according to חֲצִי.

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דיווח מיוחד: Investments are booming as countries and companies vie for supply chain security and technology leadership. Here’s a look at 130 fab and facility investments in the chip industry.

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קישורים מהירים לחדשות נוספות:

עיצוב ועוצמה
ייצור ובדיקה
רכב וסוללות
אבטחה
מחשוב נרחב ובינה מלאכותית
דוחות מעמיקים
אֲנָשִׁים
אירועים

עיצוב ועוצמה

רמבוס הודיע availability of its Gen4 DDR5 Registering Clock Driver (RCD), which boosts the data rate to 7200 MT/s to support generative AI and other advanced data center workloads.

עיבוד הבקשה H-1B visa program is poised for a shakeup due to a critical talent shortage and the need to keep highly qualified engineers in the country, especially after they graduate from U.S. universities.

Astrobotic ממונפות אנסיס’ multiphysics and digital mission engineering (DME) solutions to prepare for a lunar mission by predicting many categories of the spacecraft’s performance indicators, from plotting the orbital trajectory to analyzing communication system performance.

ג'ורג'יה טק researchers created the world’s first functional semiconductor made from גרפן, a single sheet of carbon atoms held together by the strongest bonds known.

DARPA מנסה לזהות under-explored approaches to quantum computing that could accelerate the timetable for utility-scale operation, where the computational value exceeds its cost. מיקרוסופט ו PsiQuantum have been selected to move forward in the program and will design fault-tolerant smaller-scale quantum computer prototypes based on topological qubits and silicon-based photonics, respectively.

ייצור ובדיקה

The magnitude 7.5 Noto Peninsula earthquake in Japan has not stopped production in the semiconductor industry, but it did temporarily halt manufacturing at TAIYO YUDEN, שין-אטסו, GlobalWafers, טושיבה, ו TPSCo, according to TrendForce. יתרון דיווח אין בעיות, ו טושיבה יספק א עדכון.

ברוקר אמר שזה יהיה לרכוש מיקוד שלב, a privately held company with expertise in imaging and image processing algorithms.

השמיים הולנדי government’s mandate that ASML stop shipping its NXT:2050i and NXT:2100i lithography systems to סִינִית customers, has been partially revoked. ASML said the export control would affect only a small number of customers in China, and that it did not expect the export controls to have a material impact in 2023.

To remain competitive with foreign salaries, the Asia-based semiconductor industry is increasing starting pay rates. ’אלקטרון טוקיו יעלה the starting salaries of new hires by about 40%, according to Nikkei Asia. TSMC, meanwhile, offered starting salaries in 2022 that were 40% higher than the local average, and will offer larger starting salaries at its new plant in Kikuyo, Kumamoto Prefecture, which may boost salaries across the board, according to the JapanTimes.

ישראל של government will provide a מענק של 3.2 מיליארד דולר to help pay for the $25 billion chip plant אינטל is building in southern Israel.

UMC הרוויחו an AAA certification for IP management from טייוואן’s Industrial Development Administration of the Ministry of Economic Affairs. The certification is given to companies that show continuous efforts on managing and optimizing IP.

עיבוד הבקשה המכון הלאומי לחדשנות וטכנולוגיה הושק the national Semiconductor and Advanced Manufacturing Technician Apprenticeship Program (SAM-TAP) as part of the U.S. Department of Labor’s mission to create Registered Apprenticeships (RAs) for the semiconductor and nanotechnology-related industries.

רכב וסוללות

Twelve companies, including רנסאס, קיידנס, סינופסיס, הונדה, מאזדה, ו ניסן, נוסד the Advanced SoC Research for Automotive (ASRA) network to research and develop high-performance digital ICs for automotive. The plan is to have these chips in mass production from 2030 onward.

A huge number of startups are attempting to jump start new technologies in the automotive sector in what has become a highly competitive and global race. Investors are funneling large sums of money for everything from lidar to power semiconductors.

Changes to the federal זיכוי מס EV took effect on January 1. Topping out at $7,500, the credit will exclude certain EVs that contain components or critical minerals from “foreign entities of concern” (FEOC). Some buyers will be able to access the credit right after purchasing an eligible vehicle.

אנסיס sensors will be נגיש בתוך NVIDIA‘s scenario-based AV simulator, allowing users to access to high-fidelity sensor simulation outputs for the training and validation of perception ADAS/AV systems.

איירבוס ו ב.מ. וו הושק the Quantum Mobility Quest global computing challenge “to tackle the most pressing challenges in aviation and automotive that have remained insurmountable for classical computers.”

Rivian is נזכר some 2022 R1T and R1S vehicles because the accelerator pedal may not detect when the driver releases the pedal, which can result in unintended vehicle movement of the vehicle. Rivian has released an over-the-air software update, and will replace the accelerator pedals for free.

Croatian EV company רימאק, which makes the Nevera electric hypercar and co-owns בוגאטי, plans to produce a fleet of מוניות אוטונומיות by 2026, reports Forbes.

LeddarTech, which develops AI-based low-level sensor fusion and perception software for assisted and autonomous driving, is now a public company. It will trade as LDTC on the NASDAQ.

In what may truly be the first smartphone on wheels, China’s Xiaomi הושק its SU7 EV, which it claims will accelerate faster than פורשה’s Taycan and טסלה’s Model S, reports CNBC. The car is integrated with Xiaomi’s smartphone and internet-connected home appliances, but also will be compatible with the iPhone, iPad, CarPlay, and AirPlay.

בינתיים, BYD עלתה על טסלה’s production for a second straight year with more than 3 million vehicles, and ניו חשף its ET9 executive sedan to take on מרצדס בנץ‘s Maybach and פורשה‘s Panamera, featuring self-designed autonomous driving semiconductors, 900-volt electric drive for fast charging, and large cylindrical battery cells, according to Reuters. It is expected to start delivery in Q1 2025.

יונדאי filed a patent for a foldable סוללה במצב מוצק לחלוטין with the United States Patent and Trademark Office, reports the Korean Car Blog.

ימאהה created a new company, ENYRING, שמספק סוללות ניתנות להחלפה for compact urban EVs, such as e-bikes. The goal is to create a closed loop, in which recycled materials are used as resources for creating new products.

EV מחירי סוללות dropped in December, but are expected to stabilize by Q2 2024, reports TrendForce. Also, the global sales volume of neighborhood EVs (NEVs) was estimated to reach about 12.8 million units in 2023, with China expected to have a 60% market share, 22% in Western Europe, 11% in the U.S., and 6% in other regions.

אבטחה

מיומנות MITER completed a pilot program to address the need for cybersecurity risk mitigation across the mobile digital financial services (mDFS) ecosystem. The team created a cyber risk model to help direct the fintech industry and government toward solutions-oriented investments.

Fig. 1: A two-lens approach to security. Source: Mitre Engenuity

With encryption at risk in the post-quantum world, FPGA are increasingly vulnerable. The solution requires both traditional and novel defenses.

A proposed augmented security module (ASM) provides security services for IoT devices within the same network, requiring minimal device modifications, according to researchers at אוניברסיטת קייונג היי ו אוניברסיטת מדינת אורגון.

A self-adaptive striped-function logic locking method named SFLL-AD was proposed by researchers at אוניברסיטת Zhejiang.

אוניברסיטת נניאנג טכנולוגית (NTU) researchers used a twofold method for jailbreaking large language models (LLMs). First, they reverse-engineered how LLMs detect and defend themselves from malicious queries, and then they taught an LLM to automatically learn and produce prompts that bypass the defenses of other LLMs.

הסוכנות לאבטחת סייבר ותשתיות (CISA) הנפיק various alerts, including advisories about a Bleichenbacher style attack on מיצובישי’s factory automation products, and a buffer overflow attack on רוקוול’s Automation FactoryTalk Activation Manager.

מחשוב נרחב ובינה מלאכותית

NXP ו MicroEJ חברו יחד to offer software containers with standard APIs, enabling portability of RTOS-based MCUs and Linux-based processors in industrial and edge environments.

קוואלקום לראשונה a single-chip architecture for mixed reality and virtual reality, with 4.3K resolution.

אינטל ו DigitalBridge נוצר Articul8 AI, an independent company offering a full-stack, vertically-optimized, and secure generative AI software platform that keeps customer data, training, and inference within the enterprise security perimeter.

גוגל DeepMind introduced AutoRT, a system that can collect more experiential training data, as well as more diverse data, to speed up robotic learning and prepare them for the real world.

אוניברסיטת סטנפורד researchers showed how the Mobile ALOHA מערכת רובוטית can autonomously complete complex mobile manipulation tasks such as sauteing a piece of shrimp, opening a two-door wall cabinet, calling and entering an elevator, and rinsing a used pan.

גלוֹבָּלִי סמארטפון פרימיום sales likely grew 6% year-over-year in 2023 to hit a new record, according to Counterpoint. Premium phones have a value of more than $600, and the segment is expected to capture almost a quarter of global smartphone market sales and 60% of the revenues in 2023. The overall smartphone market, meanwhile, is expected to show a decline.

גלוֹבָּלִי cellular IoT module shipments dropped 2% in Q3 2023, compared to the same period in 2022, and full-year shipments are expected to decline by 5%, according to Counterpoint. The top five applications – smart meters, automotive, POS, router/CPE, and telematics – accounted for more than 60% of total shipments. Meanwhile, the 5G market’s share in the global cellular IoT module market crossed 5% for the first time, with early adoption showing in the router/CPE, PC, and automotive markets.

גלוֹבָּלִי TV shipments were expected to fall by 2.3% in 2023, adversely impacted by inflation, reports TrendForce, while the shipment of LCD panels is projected to hit around 242 million units in 2024, a growth rate of about 3.4%.

אוניברסיטת אוקספורד researchers set out a new principle to explain how the brain adjusts connections between neurons during learning, with the potential to inspire faster and more robust learning algorithms in AI.

חוקרים ממעבדת מדעי המחשב והבינה המלאכותית של MIT (MIT-CSAIL) developed an approach that uses דגמי AI to conduct experiments on other systems and explain their behavior. “Central to this strategy is the automated interpretability agent (AIA), designed to mimic a scientist’s experimental processes.”

דוחות מעמיקים

More new stories by the Semiconductor Engineering editorial team:

אֲנָשִׁים

סאסין גאזי נכנס לתפקיד המנכ"ל of סינופסיס, posting a letter to stakeholders.

אספיניות, a developer of analog machine learning chips for always-on edge processing, מונה Richard Hegberg as its new CEO. Previous CEO and co-founder Tom Doyle will take up the role of COO.

אירועים

מצא את תעשיית השבבים הקרובה אירועים כאן, ובכלל זה:

אירוע תַאֲרִיך מקום
ISS 2024: סימפוזיון אסטרטגיית תעשייה ינואר 7 - 10 חצי מפרץ ביי, קליפורניה
CES 2024: מוצרי אלקטרוניקה ינואר 9 - 12 לאס וגאס, NV
עולם הרכב: תערוכת טכנולוגיה מתקדמת לרכב ינואר 24 - 26 טוקיו, יפן
מהירות, פרוטוקול ואבטחה: אתגרי רשת רכבים חדשים יאן 24 נובי, מישיגן
SPIE Photonics West 27 בינואר - 1 בפברואר סן פרנסיסקו, קליפורניה
2024 30 בינואר - 1 בפברואר סנטה קלרה, קליפורניה
פסגת צ'יפלט 6-8 בפברואר סנטה קלרה, קליפורניה
עליית המחשוב הפוטוני 7-8 בפברואר San Jose, CA
סימפוזיון אריזות ברמת רקיק 13-15 בפברואר נמל התעופה הייאט ריג'נסי בסן פרנסיסקו
כל האירועים הקרובים

הסמינרים המקוונים הקרובים הם כאן.

קריאה נוספת וניוזלטרים

קרא את האחרונה דוחות מיוחדים וסיפורים מובילים, או עיין במאוחר ביותר ניוזלטרים:

מערכות ועיצוב
ביצועים נמוכים בהספק גבוה
בדיקה, מדידה ואנליטיקה
ייצור, אריזה וחומרים
רכב, אבטחה ומחשוב נרחב

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