칩 산업 주간 검토

칩 산업 주간 검토

타임 스탬프 : 5 년 2024 월 3 일 오전 02:XNUMX
소스 노드 : 3048968

By Susan Rambo, Jesse Allen, and Liz Allan

XNUMXD덴탈의 우리 government will provide about $162 million in federal incentives, under the CHIPS and Science Act, to help 마이크로 칩 onshore its 반도체 공급망. 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,” 말했다 John Neuffer, 반도체 산업 협회 (SIA) 사장 겸 CEO.

Five chip companies — 로버트 보쉬, 인피니언, 북유럽 반도체, NXP및 퀄컴 — 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 획득한 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 새로운 기록, up 5.5% from 2023, according to 두 가구 연립 주택.

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특별 보고서: 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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더 많은 뉴스에 대한 빠른 링크:

디자인과 파워
제조 및 테스트
자동차 및 배터리
보안
퍼베이시브 컴퓨팅과 AI
심층 보고서
사람들
이벤트

디자인과 파워

램버스 발표 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.

미국 H-1B 비자 프로그램 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 leveraged 안 시스’ 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.

조지아 테크 researchers created the world’s first functional semiconductor made from 그래 핀, a single sheet of carbon atoms held together by the strongest bonds known.

DARPA 노력하고있다 확인 under-explored approaches to quantum computing that could accelerate the timetable for utility-scale operation, where the computational value exceeds its cost. Microsoft 및 사이 퀀텀 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.

제조 및 테스트

The magnitude 7.5 Noto Peninsula 일본의 지진 has not stopped production in the semiconductor industry, but it did temporarily halt manufacturing at 타이요유덴, 신에츠, 글로벌 웨이퍼, 도시바및 TPSCo, according to TrendForce. 전진 신고 문제 없음및 도시바 제공할 것이다 최신 정보.

브루 커 그럴 것이라고 말했다 얻다 위상 초점, a privately held company with expertise in imaging and image processing algorithms.

XNUMXD덴탈의 Dutch government’s mandate that ASML stop shipping its NXT:2050i and NXT:2100i lithography systems to 중국어 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. ’도쿄 일렉트론 올릴 것이다 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.

이스라엘의 government will provide a 3.2억 달러의 교부금 to help pay for the $25 billion chip plant 인텔 is building in southern Israel.

UMC 적립 an AAA certification for IP management from 대만’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.

미국 국립혁신기술원 시작 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.

자동차 및 배터리

Twelve companies, including 르네사스, 운율, Synopsys, 혼다, 마즈다및 닛산, 확립 된 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 EV 세금 공제 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.

안 시스 sensors will be 얻기 쉬운 이내 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.

에어 버스 및 BMW 시작 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 회상 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 리맥, which makes the Nevera electric hypercar and co-owns Bugatti, plans to produce a fleet of 자율 택시 by 2026, reports Forbes.

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

In what may truly be the first smartphone on wheels, China’s 샤오 미 테크 시작 its SU7 EV, which it claims will accelerate faster than 포르쉐’s Taycan and 테슬라’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.

한편, BYD 돌파 테슬라’s production for a second straight year with more than 3 million vehicles, and 니오 공개 its ET9 executive sedan to take on 메르세데스 - 벤츠‘s Maybach and 포르쉐‘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.

현대 filed a patent for a foldable 전고체 배터리 with the United States Patent and Trademark Office, reports the Korean Car Blog.

야마하 created a new company, ENYRING제공하는 교체 가능한 배터리 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 배터리 가격 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.

보안

마이터 Engenuity 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 경희대 학교 및 오레곤 주립 대학.

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

난양 공과 대학 (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.

사이버보안 및 인프라 보안국(CISA) 발행 various alerts, including advisories about a Bleichenbacher style attack on 미츠부시’s factory automation products, and a 버퍼 오버플로 공격 on 로크웰’s Automation FactoryTalk Activation Manager.

퍼베이시브 컴퓨팅과 AI

NXP 및 마이크로EJ 협력 to offer software containers with standard APIs, enabling portability of RTOS-based MCUs and Linux-based processors in industrial and edge environments.

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

인텔 및 디지털브릿지 형성 아티컬8 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.

Google 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.

Stanford University researchers showed how the Mobile ALOHA 로봇 시스템 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.

글로벌 프리미엄 스마트폰 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.

글로벌 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.

글로벌 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%.

옥스포드 대학 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.

MIT 컴퓨터 과학 및 인공 지능 연구소 연구원(MIT-CSAIL) developed an approach that uses AI 모델 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.”

심층 보고서

More new stories by the Semiconductor Engineering editorial team:

  • 전문가 토론: Voltage droop in analog and mixed-signal designs, and the need for multi-vendor tool interoperability and more precision.
  • Expert discussion: What’s changing in 센서 기술 그리고 왜.

사람들

사신 가지 CEO로 인수 of Synopsys, posting a letter to stakeholders.

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

이벤트

다가오는 칩 산업 찾기 여기 이벤트포함 :

이벤트 날짜 주소
ISS 2024: 산업 전략 심포지엄 7 년 10 월 – XNUMX 일 하프 문 베이, 캘리포니아
CES 2024: 가전제품 9 년 12 월 – XNUMX 일 라스 베이거스, 네바다
자동차 세계: 첨단 자동차 기술 전시회 24 년 26 월 – XNUMX 일 Tokyo, Japan
속도, 프로토콜 및 보안: 새로운 자동차 네트워크 과제 월 24 미시건 주 노비
SPIE 포토닉스 웨스트 27 월 1 일 – XNUMX 월 XNUMX 일 샌프란시스코, CA
디자인콘 2024 30 월 1 일 – XNUMX 월 XNUMX 일 미국 캘리포니아 주, 산타클라라(Santa Clara)
치플렛 서밋 6월 8일 – XNUMX일 미국 캘리포니아 주, 산타클라라(Santa Clara)
광 컴퓨팅의 부상 7월 8일 – XNUMX일 산호세, 캘리포니아
웨이퍼 레벨 패키징 심포지엄 13월 15일 – XNUMX일 하얏트 리젠시 샌프란시스코 에어포트
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시스템 및 설계
저전력 고성능
테스트, 측정 및 분석
제조, 포장 및 재료
자동차, 보안 및 퍼베이시브 컴퓨팅

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